NetSuite Field Service Management

Scale Your Field Service Business with Simplified Management

Deliver exceptional field service interactions that improve the experience for clients and your team.

What is NetSuite Field Service Management?

Enhance Productivity in the Field

NetSuite Field Service Management replaces the complexities of traditional field service operations—like cumbersome paperwork and scattered spreadsheets—into a streamlined, all-digital solution. By automating workflows and integrating every aspect of field service management into a single platform, NetSuite’s robust software helps businesses eliminate inefficiencies and enhance service delivery.

With features such as intuitive drag-and-drop scheduling, on-the-go mobile access for technicians, and comprehensive inventory and asset management tools, NetSuite Field Service Management enables field teams to perform at their best.

An Integrated End-To-End Solution for Superior Field Service Management

Benefits of NetSuite Field Service Management:

Boost Productivity and Operational Efficiency.

With real-time insights into job and technician status, easily assign tasks that optimize resource allocation, leading to smoother operations and enhanced productivity.

Cut Costs Significantly

By improving technician utilization, you can minimize overtime expenses. Centralized inventory management ensures higher first-time fix rates, drastically reducing inventory shrinkage and costly write-offs.

Enhance Customer Satisfaction

Provide prompt services that effectively resolve customer issues in a single visit, fostering loyalty and trust in your brand.

Gain Better Business Insights

Evaluate the profitability of every job, customer, service contract, or technician while identifying areas of inventory loss and improving operational processes.

Challenges NetSuite Field Service Management Solves

Low Technician Utilization

With GPS tracking and a dynamic scheduling board, you can enhance response times and optimize resource utilization, ensuring technicians are always on their A-game.

Excessive Calls to HQ

Through NetSuite's mobile app, technicians can access essential data—such as asset history, inventory status, and customer details—anywhere, anytime, reducing the volume of calls to headquarters.

Inventory Leakage & Loss

A fully centralized system offers complete visibility of inventory, whether in the warehouse, on trucks, in the shop, or with suppliers, making tracking effortless and effective.

Paper-Based Field Operations

By utilizing fully digital job sheets, achieve more accurate data collection, enhance customer experiences, and significantly reduce administrative burdens.
Features

Empower Field Technicians with Dynamic Tools and On-the-Go Access

Reporting & Analytics

Unified data provides insights for operational improvements, tracks job profitability, and monitors performance against key indicators.

Mobile App

Field technicians can access job details and customer hisatory anytime on their devices, eliminating the need for office calls for information.

Billing

Link field work to sales orders and invoices, automatically generating accurate invoices based on real-time data with the ability to set up automatic billing for recurring jobs.

Asset Management

Manage fixed and customer assets in one place, with visibility into asset hierarchy, usage history, and maintenance. Track costs, automate warranties, and set preventative maintenance calls while analyzing metrics like failure rates.

Inventory Management

Centralized inventory management allows accurate tracking of truck and van stock and minimal inventory losses. NetSuite’s mobile app provides real-time updates, reducing double entries and ensuring tools and parts are always available.

Scheduling and Dispatch

Create service orders easily from NetSuite cases, sales orders, or customer assets using a drag-and-drop schedule board for efficient team scheduling.

Why Us

neo3

Your Field Service Management Experts

Partnering with neo³ means working with a dedicated team focused on your success. Our team is comprised of experienced professionals with extensive expertise in NetSuite ERP, CRM, and CPQ. We offer customized NetSuite solutions to leverage decades of industry knowledge and maximize your success with NetSuite.

Local, Responsive Support

With locally staffed support teams, neo³ provides ongoing, dedicated assistance to help you navigate any challenges post-implementation. We’re always a phone call away, ensuring you have the support you need for continued success.

Hands-On, On-Site Training

We prioritize in-person, on-site training, collaborating directly with your sales and operations teams to ensure they are fully equipped to use NetSuite CPQ effectively, building confidence and maximizing adoption.

Comprehensive Process Optimization

neo³ optimizes every step of the process, from sales to fulfillment. We identify and eliminate inefficiencies, creating smooth workflows that enhance productivity and support scalable growth.

CPQ Experts with Industry Expertise

neo³ specializes in CPQ solutions, possessing the expertise necessary to augment your sales processes, particularly for complex, configure-to-order products with a strong emphasis on manufacturing.

Customized, Strategic Implementations

We begin with a comprehensive business review and then create a customized plan tailored to your needs. Our process ensures a smooth, successful NetSuite CPQ integration that increases team collaboration and operational efficiency throughout your organization.