7 Ways Service Pro® for NetSuite Simplifies Field Service Management in the Cloud

How the cloud combo of Service Pro and NetSuite simplifies field service management.

NetSuite is one of the leaders in cloud-based ERP. And Service Pro manages the full scope of field service management activities, from customer calls and scheduling to invoicing and reporting. Together they create a dynamic duo that can take on any field service problem or task.

Because field service is inherently mobile, with moving workers, parts, vehicles, and information, service organizations need more than just back office accounting software. NetSuite ERP users are now realizing the many ways they can manage better business operations with integrated field service management and ERP accounting solutions.

Ready to take your NetSuite-run service business to the next level? Here are 7 ways you can use Service Pro for NetSuite to streamline the service process from office to field.

1. Automate manual service contract management tasks, and sell new contracts in the field

Managing contracts is at the core of strong service management. Service orders and contracts involve parts and labor as well as warranty, preventive maintenance, service level agreements (SLAs), renewals, and scheduling.

With Service Pro, techs can track and record their time, parts, tasks, and other contract details against a NetSuite asset maintenance work order, and sync that data into your billing system upon work order close-out. When they see a service contract is about to run out, they can renew or upgrade on the spot.

2. Decrease customer ETA service windows with precise scheduling and dispatching

According to Software Advice research about GPS enabled scheduling software, 85% of customers won’t hire a service company again if the technician is more than 1 hour late. And they also don’t want to be waiting around all day due to long ETA windows.

Service Pro visual scheduler allows dispatchers to make rapid work order scheduling decisions and assignments based on actual technician location, availability and skill set. Since they can see exactly where techs are located, schedulers can predict shorter, more accurate ETA windows for customers.

3. Track KPIs to run a data-driven business

Service Pro back office stakeholder portals display data in charts and graphs, which lead to more informed business decisions for each role in the business. When integrated with NetSuite ERP, everyone in the business has access to:

• 1,000s of contracts.
• Different billing terms.
• Need service templates.
• Different invoice reqs.
• Asset hierarchies.
• Metrics and KPIs.

4. Connect to your work offline

ERP systems are designed to serve businesses that exist within the confines of a building. Field service, however, inherently lives outside the office, which is why it’s so important to have a mobile app that runs natively and works offline.

Connect technicians in the field with schedulers and back office workers withaAn always-connected mobile field service app that runs on multiple platforms. With a cross-platform native app, you never have to worry about techs who can’t finish or document their work. They always have access to the mobile app, which also helps keep your back office workers and accountants in the loop.

5. Increase service workforce utilization & first time fix rates

Equipped with customer, service, and equipment information right on their mobile devices, techs can come to the jobsite prepared and keep customers informed.

Since they know the equipment’s service history in advance, techs can plan what parts, tools, and skills they need to fix the problem the first time. And that’s no small feat considering, since according to Trimble’s 2015 Consumer Research report, 62% of consumers say the most important factor is a technician fixing a problem the first time.

6. Get paid faster: Speed billing and invoicing

In the Service Pro mobile app, tech labor information automatically syncs with the work order and integrates with the NetSuite payroll to create labor-based quotes fast. You can create these quotes and send them to customers same day, which accelerates your service to cash cycle.

7. Do It All with Integrated Field Service and Back Office Intelligence

Whether in manufacturing, distribution, medical equipment, government, HVAC, telecom or cable, firms with service operations and field technicians need ERP-integrated service management software to make complex service processes more efficient and profitable. Service Pro for NetSuite gives you the most powerful, integrated field service management application to compliment your NetSuite ERP system.

Learn More about Service Pro for NetSuite:

Get in touch with Kelley Starr, Director of Business Development: [email protected], or give him a call: 262-292-4945

Cloud 101: Guide to Managing Field Service in the Cloud

Integrating with NetSuite becomes a whole lot easier with a cloud-based service app. Use this guide to prepare your team for managing field service in the cloud.