NetSuite ERP for Field Service Management

Looking for the ideal Field Service ERP system?

Learn why NetSuite is the ideal ERP for Field Service organizations, and how integrations with key Field Service Management Software providers like Next Service can help your organization operate more efficiently than ever before.

Field service is one of the core industries catered to by NetSuite. NetSuite provides comprehensive cloud-based software that allows your business to run advanced finance and accounting, CRM, marketing automation, inventory management, professional services automation (PSA) and more.

ScaleNorth has deep expertise working with field service organizations, and through the configuration of NetSuite along with Field Service Management (FSM) software integrations, you’ll be able to:

    • Get real-time data flows between field personnel and the back office
    • Effectively assign and manage personnel anytime anywhere
    • Leverage supplier and vendor relationships
    • Provide more accurate and timely customer quotes
    • Close the books faster with accounting automations and workflows
    • Manage campaigns and marketing automation
    • Get detailed insights with advanced analytics
    • Enjoy a 360-degree view of each and every customer and vendor
    • Manage your supply chain with vendor, customer, and partner portals
    • Simplify and streamline procurement
    • Simplify the back-office
    • Build and manage your sales pipeline
    • And much more

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What is Field Service Management?


Field Service is the practice of sending employees out into the ‘field’ to accomplish the normal course of business. Whether B2B or B2C, the firm’s employees travel out to client sites to perform tasks such as maintenance and repairs, utilities work, health care services, general construction, delivery, engineering, property management, HVAC and more.

Challenges of Field Service Management

Field service organizations experience a number of pain points in their operations. The complex structure of having main offices, employees in the field, and possibly field offices can make communication, resource management, and cost management difficult amongst many other difficulties.

  1. Cost management

    2. Organizations need to manage travel expenses, vehicle maintenance & upkeep, employee expense accounts, and more. Not having a system in place to track and manage these expenses results in inaccurate accounting, missed payments, and poor employee experience.

  2. Duplication of Data Entry

    3. When out in the field, technicians and service agents, particularly those whose company has not adopted new technologies, find themselves writing down information with paper and pen. Upon return to the office, this information is then manually typed into the system of choice. This manual duplication of data entry takes up precious resource time and opens the door for errors.

  3. Poor Communication

    4. With end users, field technicians, remote offices and corporate offices in the mix, effectively communicating between all parties is often a challenge. However, receiving communications and appropriately logging them in real-time is essential to field services success.

  1. Resource Monitoring

    2. With personnel, vehicles, and equipment being spread out in the field, it’s important you can keep an eye on what is being used where, and by whom. Companies that do not have proper systems in place for this will have trouble assigning field reps to newly created tasks, monitoring the use of expensive equipment over time, or tracking vehicle locations.

  2. Subpar Customer Service

    3. Companies struggle with customer service and satisfaction even without the curveballs that field service brings. Without proper resource management capabilities, companies are stuck providing customers with inconveniently broad service windows, and risk missing key communications that can make or break their success with clients.

  3. Employee Safety

    4. Field service organizations often send their employees to uncontrolled and unfamiliar environments. These environments may cause roadblocks for communicating with employees or customers, and may present security threats that need to be appropriately identified and documented.

What is Field Service Management Software

Field Service Management Software allows your organization to manage the challenges presented by the industry by providing a solution to manage employees, communicate with customers or suppliers, and plan effectively.

Key Features of Field Service Management Software

      • Contact management to accurately track communication from clients
      • Work order management which allows you to effectively assign and monitor field labor
      • Quote management for providing customers with accurate and timely quotes
      • Mobile/tablet capabilities with real-time syncing to the back office
      • Mobile payment processing for collecting payment at the job site
      • Contract management functionality
      • Inventory management for supplies and equipment
      • Automation of routine processes, real-time syncing, and audit trails
      • Single system to manage all field service personnel, information, and inventory
which software for field service industry?

Benefits of Field Service Management Software

Cost Savings

Field Service Management software helps you keep costs down by making your field employees more efficient than ever. You’ll be able to better plan and schedule their efforts, decrease duplication of data entry, and provide them with real-time updates from anywhere.

Improved Customer Satisfaction

Your customers are busy, and giving them a service time window of “sometime next week” isn’t going to cut it in today’s operating environment. By adopting a Field Service Management Software, you’ll be able to better manage your field employees leading to more accurate scheduling and improved customer communication.

Continuous Process Improvement

If you can’t track it, you can’t approve it. With proper FSM software, you can track the effectiveness of your field operations, while gaining key insight into customer feedback. This results in increased ability to refine your internal processes to become more efficient and effective than ever before.

More Accurate Data

When utilizing spreadsheets, handwritten field notes, and point systems you’re at risk for untimely or inaccurate data handling. By utilizing a single Field Service Management software that’s tied into your ERP system, you’ll be able to ensure employees, whether they’re in the office or the field, have access to the data they need when they need it.

Standardized Processes

Many Field Service Management platforms allow you to standardize workflows and automations company wide. You’ll be able to automate routine processes such as scheduling, client communications, and service alerts saving you time and creating a more cohesive customer experience.

Employee Empowerment

Different employees have different strengths and weaknesses. Leading FSM platforms help you identify these strengths, and assign those employees to their appropriate tasks. This not only allows you to better optimize your employee efforts, but will lead to improved morale and customer satisfaction.

Better Inventory Management

Reduce inventory leakage and optimize your stock levels while managing and monitoring inventory in the field in real-time.

Ready to take your Field Service business to the next level? Contact ScaleNorth today to learn how NetSuite can help you streamline operations, improve visibility, and scale with ease.

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