NetSuite allows field service businesses to manage their projects and operations in one solution.
NetSuite is the single platform to streamline the management of your complete field services. NetSuite’s CRM, Resourcing, Payroll, Job Costing and more, will give you a comprehensive view of your entire operations.
Field Service Protivers need to be able to capture a 360 degree view of projects, supply and fulfillment. NetSuite is an all-in-one platform that covers sales CRM, resource management, HR/Payroll, marketing and more. Giving you access to crucial information at any time, on any device.
NetSuite ERP is transforming field services
A complete back-office distribution accounting solution that helps forecast sales and streamline inventory distribution.
Purchasing and supplier performance reporting. Demand planning with sales order and promotional campaign forecast.
Schedule tasks for field staff, manage resources, equipment, timelines and costs to ensure project deliverables are met.
Connecting the core components of distribution accounting and service management.
Accounting, CRM, field service management, project management and more. NetSuite creates a single data point for the complete management for the suppliers of construction projects.
Supplier accounting that scales
Complete distribution visibility is essential for construction supplies businesses. NetSuite enables teams to work collaboratively, manage projects effectively and reduce admin in one centralised solution.
Manage every aspect of your back-office with smart cost management features designed for construction suppliers.
Information on lead and opportunity progression is immediately available to enable a faster sales cycle.
Directed put away, wave and batch picking. Serial and lot tracking. Multi-location distribution replenishment.
Understand the movements and status of your field teams and contractors with powerful tracking metrics.
Distribution accounting and financials
- General ledger and Australian and IFRS compliant financial accounting system with drill down and up to source transactions.
- A simple way to manage supplier payments, volume schedules, contracts and payment discounts in any construction environment
- Simple debtor management and customer analytics.
360 degree sales and marketing support
- Get granular with the sales process by tracking sales activity through logging phone calls, emails and setting reminders for call backs and follow-up.
- With Outlook and Gmail Partner App integration, users see all relevant communication on the customer record.
- Make visibility simple by filing documents and transaction views within the one place. Allowing you to ensure that the information you are reviewing is up to date.
- Generate deeper insights that allow you to better forecast and predict the pipeline performance.
Supply Chain Management
- Use insightful data integrated with your CRM to analyse business demand history to forecast sales and purchasing.
- Improve accuracy in supply by balancing demand with forecasted stock levels.
- Create customised conditions and approval workflows to ensure manage purchase commitments and supplier pricing.
- Create full stock visibility with fulfilment and receiving tracking whilst balancing stock between locations.
Manage field teams and contractors
- Improve the accuracy of your field and and subcontractors with customisable checklists and forms to digitize data capture.
- Logging details is simplified with customer location and project history attached to the job request.
- Access crucial information on-site as well as input information directly into a centralised system from anywhere.
Construction, renovation and building services businesses need accounting software that acts as a single data point. Construction is a complex matrix of information, NetSuite provides a streamlined approach to managing every step of the process.
Do you do installations, maintenance and warranty of construction supplies?
Distribution of construction supplies is one piece of the puzzle. But for businesses that also perform installation, maintenance and warranty, they need a system that helps maintain a high volume, with high quality assurance.
A seamless connectivity between mobile app and NetSuite ensures improved accuracy in the field taking records.
NetSuite helps technicians to create a fully visible picture to improve maintenance workflows.
Keep detailed records of technician stock levels with field barcode scan and serial number support.
Create a full log of warranties/repairs and workflows to maximise the visibility between office and equipment technician.
Field Mobility
- Improve the accuracy of your field and form validations with customisable checklists and forms to digitize data capture.
- As soon as a job is completed, logging details is simplified with customer location and asset service history attached to the service request.
- Automatic logging of service activity helps ensure that detailed records of medical equipment maintenance is stored.
- If you’re offline, no stress. Offline records are queued for synchronisation when a connection is re-established. Additionally, work in online mode with instant recording in NetSuite directly from the mobile app.
Construction Parts Inventory In The Field
- Construction parts are expensive and precious. It’s simple to manage spare parts, inventory and consumables in technician vans and customer locations.
- Field technicians can simply identify items by barcode and are aided with support for serial tracked inventory.
- Enable a rapid response for parts replacement by automating Return Merchandise Authorisation (RMA) from the field. Giving your construction customers a quicker turn around time.
- Maintain technician van stock levels for maintenance kits and consumables. Giving more assurance that your field technician has what they need to get the job done.
Product and Supplies Maintenance
- Program maintenance is simplified when you define template maintenance schedule by asset type.
- Create a complete visual picture with maintenance programs by utlising automatically visible features on the Schedule board with hard and soft reservation to indicate scheduling flexibility.
- Know your financial snapshot with maintenance contracts with service level reporting costs and revenue models, allowing teams to report maintenance contract profitability.
Warranties and Repairs
- Track warranties on assets and parts to manage warranty claims and monitor their progress and status. Ensuring customers aren’t left with expensive downtimes.
- Match replacements to warranty claims for end-to-end visibility of transactions and reporting capabilities.
- Inform technicians in the field by generating work orders that inherit warranty details. Giving them the information they need the moment they arrive.
- Create a seamless workflow for parts under warranty with documentation from field to depot and then shipment to supplier.
