Field Service Management
NetSuite Field Service Management
Field service businesses often struggle with disconnected systems that hinder scheduling, inventory, and customer management. Manual processes and limited transparency cause delays, errors, and inefficiencies that worsen with growth. These challenges create bottlenecks, slow payments, and reduce customer satisfaction, ultimately stalling business expansion and profitability.
NetSuite Field Service Management seamlessly optimizes scheduling and dispatch processes while offering robust asset management and customer service tools. With its intuitive mobile app, it empowers efficient coordination from headquarters to on-site technicians, enhancing productivity and operational efficiency at every level.
CrossCountry Consulting is proud to be one of the few NetSuite Solution Providers entrusted to expertly demo and implement NetSuite FSM. Our senior consultants are here to help you tailor the solution to your exact needs and elevate your FSM operations above the rest of the field.
Functionality and Modules
The Ultimate Assistant for Your Field Technicians
The mobile app provides your technicians with instant access to critical job information — anytime, anywhere. From retrieving project details like location, service history, and safety concerns to enabling seamless updates, the app equips your team to work smarter and more efficiently.
- Instant Project Access: View job details, locations, and service history in real time.
- Seamless Updates: Edit customer records and service logs effortlessly.
- Custom Forms & Checklists: Tailor workflows to fit your business needs.
- Real-Time Inventory Tracking: Ensure parts availability with up-to-the-minute stock visibility.
- On-the-Go Expense Reporting: Capture and submit expenses instantly.
Optimize Inventory Management & Reduce Costs
Inventory mismanagement can lead to costly inefficiencies. NetSuite FSM leverages NetSuite’s powerful inventory tools to minimize leakage, eliminate write-offs, and significantly improve first-time fix rates (FTFR) by ensuring the right parts and equipment arrive at every job.
- Real-Time Inventory Tracking: Maintain accurate stock levels and reduce shortages.
- Smarter Job Planning: Improve scheduling accuracy with better inventory visibility.
- Eliminate Secondary Truck Rolls: Ensure technicians have the right parts on the first visit.
- Built-In Barcode Scanning: Match parts to orders instantly for seamless tracking.
- Maximize Upselling Opportunities: Identify and capitalize on additional service needs.
Smarter Scheduling, Greater Efficiency
The NetSuite FSM Scheduler transforms your dispatching process, optimizing every step from job arrival to status updates and technician departure. With enhanced visibility into resource utilization, it helps maximize ROI by improving time management and uncovering new business opportunities.
- Work Order Creation: Quickly generate and assign new jobs.
- Drag-and-Drop Scheduling: Effortlessly adjust schedules for maximum efficiency.
- Real-Time Job Updates: Keep teams and customers informed instantly.
- Faster Dispatching: Reduce response times and optimize technician routes.
- Boosted Productivity: Allocate resources effectively to complete more jobs.
Powerful Reporting & Real-Time Insights
NetSuite FSM leverages NetSuite’s comprehensive reporting tools, giving you instant access to customer asset records, forms, inventory data, and more. Create custom reports and saved searches to keep critical insights at your fingertips. With built-in analytics, your on-site technicians and back-office teams gain the real-time data they need to make informed decisions.
- Comprehensive Reporting Tools: Access NetSuite’s full suite of analytics and reports.
- Real-Time Insights: Gain up-to-the-minute visibility into operations.
- KPI Tracking & Analysis: Monitor key performance metrics for smarter decision-making.
- Enhanced Decision-Making: Empower teams with accurate, data-driven insights.
- Mobile Data Capture: Collect and analyze information from anywhere.
Optimize Asset Performance with Real-Time Intelligence
Gain complete visibility into asset performance, enabling technicians to triage issues on-site, exchange critical data with HQ, and enhance service delivery. With all customer asset data captured directly in NetSuite, your team gains real-time insights into fixed assets, sub-assets, and full service history—leading to better outcomes and smarter decision-making.
- Comprehensive Asset Management: Track, manage, and optimize asset performance effortlessly.
- Full-Service History Transparency: Access complete asset records for informed decision-making.
- Proactive Safety & Compliance: Quickly identify and address compliance issues.
- On-Demand Asset Recalls: Streamline recall processes with instant visibility.
- Profitability Reporting: Analyze asset efficiency and impact on the bottom line.