Tackling the Scheduling Chaos
Managing a fleet of technicians, balancing skills and locations, and juggling scheduled and reactive jobs can be a real headache. Many businesses struggle with spreadsheets and disconnected systems, leading to confusion, miscommunication, and inefficiency. Coordinating technicians who have different skills, scheduling jobs across various locations, and dealing with both planned and emergency work becomes a daunting task. This can result in missed appointments, unhappy customers, and wasted resources.
NetSuite Scheduler and Dispatch to the Rescue
For businesses with larger teams, the NetSuite Scheduler and Dispatch feature is a game-changer. It helps streamline operations, ensuring that the right technician is assigned to the right job at the right time. The drag-and-drop schedule board provides a clear overview of your team’s availability, making it easy to assign tasks quickly and accurately.
Key Benefits of NetSuite Field Service Scheduler
- Effortless Service Order Creation. Create service orders directly from NetSuite cases, sales orders, projects, or against customer assets.
- Smart Technician Assignment. Assign jobs to technicians based on their skills, location, and task requirements.
- Real-Time Status Updates. Quickly adapt to unexpected obstacles or last-minute changes with real-time updates.
- Automated Scheduling. Streamline recurrent tasks with automated scheduling, perfect for preventative maintenance or other repetitive jobs.
- Job Monitoring. Monitor job completions and delays in real-time to optimise new work assignments and enhance technician utilisation.
- GPS Tracking. Use integrated GPS tracking for precise technician location tracking, expediting dispatch and response times.
Personalising Tools with Klugo
At Klugo, we know that every business is unique. That’s why we tailor the NetSuite Scheduler to fit your specific needs. We use features like categories, colours, groupings, and visual cues to streamline collaboration between schedulers and technicians. Our tools help you organise your schedule board to match your workflow, making it easier to manage jobs and teams.
Great Features for Collaboration:
- Drag-and-Drop Schedule Board.
Klugo simplifies the customisation of variables so you can easily assign tasks by dragging and dropping, fitting your unique teams and structure. - Real-Time Status Updates.
Get live updates on job progress and technician availability tailored to suit your business needs. - Service Order Creation: We ensure that service order creation directly from NetSuite cases, sales orders, projects, or customer assets is configured correctly.
- Automated Scheduling.
Klugo trains you to set and automate recurring tasks, perfect for regular maintenance, saving you time and effort. - GPS Tracking.
Track technician locations in real-time with a personalised setup for better dispatching. - Colour Coding.
We help you set up and learn how to distinguish between different types of jobs and priorities easily. - Groupings.
Klugo helps you organise technicians by region, skill, or any criteria, ensuring your business runs smoother. - Visual Cues: Use icons and markers to identify job statuses and technician availability quickly, making it easy for your team.
- Context Menus.
We configure access to detailed information and actions with a right-click, enhancing your efficiency. - Extension Panels.
We help filter resources and tasks to customise your view, focusing on what’s important for your business.
Change Management and Personalisation
Implementing a new scheduling system can be a big change, but Klugo makes it smooth and hassle-free. We listen to feedback from all parts of your business – technicians, schedulers, billing, inventory, and more. We then incorporate all these variables into a colour-coded, draggable system that everyone can use.
Customising a People-First Solution
- Team collaboration. Enable quick onboarding of new technicians and support for contractor crews.
- Enable visibility. Give access to billing, warehouse, and asset management tools directly from the schedule and map, connecting all areas of your business from a visual board and map.
- Increase accountability. Get a tool that allows everyone to see what’s happening and ensure everyone has the tools they need to do their jobs collaboratively and with ownership.
At Klugo, we simplify the powerful NetSuite Scheduler by understanding your needs and making it work for you. This ensures accurate, efficient, and collaborative scheduling that boosts productivity and keeps your operations running smoothly.
