Considering a Field Service Management Solution? Discover NetSuite’s Game-Changer
Does your field service team often find themselves overbooked? Is it challenging to keep track of the work being done out in the field? Explore ways to streamline your field service operations using NetSuite Field Service Management solution.
The addition of field service management to the NetSuite family of products follows the acquisition of Next Technik, announced in October of 2023.
The now-called Field Service Management (FSM) product is designed to optimize and manage field service activities seamlessly — and here at Bridgepoint Consulting, we have certified NetSuite FSM consultants.
Let’s delve into what makes NetSuite FSM a top choice for businesses seeking to enhance their field service capabilities.
What is NetSuite Field Service Management?
NetSuite Field Service Management is a solution that integrates with NetSuite to provide end-to-end management of field service operations. From scheduling and dispatching to work order management and inventory control, NetSuite FSM ensures that every aspect of your field service process is efficient and effective.
Key Features of NetSuite Field Service Management
1. Real-Time Scheduling and Dispatching
With NetSuite FSM, you can optimize your scheduling and dispatching processes in real-time, ensuring the right technician is assigned to the right job at the right time. FSM’s integrated map allows dispatchers to see where technicians are in relation to the job site, allowing you to choose the closest technician.
Filter your schedule board to match jobs with technicians by various criteria, including unique skills or qualifications needed for upcoming tasks. Along with its drag-and-drop functionality, you can easily assign technicians on the schedule board.
2. Work Order Management
NetSuite FSM offers the ability to auto-populate work order forms, notify technicians with job details, and align the technician with the materials they need to get the job done.
All of this can be done with a few simple clicks, notifying your technicians quickly of upcoming jobs and streamlining the process of creating, assigning, and managing work with ease.
3. Asset and Inventory Management
Using NetSuite’s FSM custom asset record, you can track all your customer-owned assets, such as the exact location, previous maintenance work, warranty, and materials used on that asset all from the mobile device.
Consider an HVAC unit as a customer asset installed at their site, which will likely require scheduled maintenance and occasional repairs.
With NetSuite FSM, dispatchers and project managers can access visibility into both warehouse and truck inventory levels.
This information is communicated to technicians through their mobile devices, ensuring they have the correct parts on hand before traveling to the job site and significantly reducing the need for multiple visits.
4. Customer Management
NetSuite FSM’s customer management features enhance your ability to build strong, lasting relationships with your clients. Maintain comprehensive customer records, including all projects, work orders, tasks and transactions associated with the customer.
You can even see all the assets and where they’ve been installed or enter the serial number into NetSuite’s global search to easily find assets installed onsite.
5. Mobile Access
Field technicians can access all the information they need on the go with NetSuite FSM’s mobile capabilities:
Job Safety Assessments, checklists, pictures and files uploaded on-site. FSM consultants can configure all custom tabs the technicians need to be successful. The mobile device can even be configured so that the technician can set up their next task right from their phone, saving your dispatcher time in the office.
Why Choose NetSuite FSM?
A key advantage to choosing NetSuite FSM is the recent acquisition of this product. Now NetSuite FSM users will benefit from Oracle’s extensive resources.
No more wondering if you should be reaching out to NetSuite or NextTechnik for support, as you can utilize NetSuite’s Help Center and SuiteAnswers for all your NetSuite and Field Service needs. Oracle’s extensive resources also provide a substantial boost for the development of the app’s functionalities with new features.
Other benefits include improved efficiency, optimized scheduling, dispatching, and work order management, and enhanced customer satisfaction, as technicians can now enter the jobsite on time and with all the information they need to be confident in discussing the work at hand with the customer.
This allows for better service quality and faster response times.
Getting Started with NetSuite FSM
Implementing a solution like FSM can be transformative for your business. Bridgepoint Consulting offers experienced NetSuite and FSM consultants who can guide you through the implementation process, customizing the Field Service solution to meet your unique needs, as well as provide extensive training and ongoing support.
Contact our Cloud Solutions team today.
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