Accounting and Financials
Field Service Dashboards and Reports
Field Service Management
NetSuite + NextService
Field Service ERP Edition
Download the NetSuite Guide for Field Service ERP
Field Service ERP by Industry
NetSuite + NextService have helped field services businesses across a wide range of industry to take control of their systems, and simpify them with a single Field Service ERP solution.
Leveraging leading-practices from all Field Service Industries
- Solar Installation and Maintenance
- HVAC Installation and Maintencne
- Plumbing and Electrical Contracting
- Pool Servicing
- Inspection and Certification
- Medical Equipment
- Facilities Management
- Maintenance Services
- Data Networking
A complete solution for the field service industry.
With our Field Service industry experience, we have seen the benefits that NetSuite + NextService provides to customers who are wanting to simplify their software ecosystem with a single platform of technology. We’ve experienced the pain of multiple systems and seen the financial benefits of one system within the first year of our NetSuite implementation.
Having that knowledge and experience first-hand from an end-user point of view puts us in a unique position to help other field service businesses gain the same advantage.
We’ve seen it all, every scenario you can imagine, we’ve discussed it, strategised it and provided a solution for large, small and medium-sized field service businesses.
Download the Field Service ERP Guide
Find out why more Field Service businesses are turning to the world’s leading Cloud Business Management Platform.
NetSuite Field Service ERP
NetSuite + NextService Field Service ERP is a fully featured solution that caters for the needs of field service businesses large and small.
This edition provides a single system solution that includes: Sales, CRM Management, Accounting and Financial Control, Advanced Inventory and Demand Planning as well as all aspects of managing field services including job creation and scheduling, resource allocation, mobile field service data capture and custom job forms, collecting payments in the fields, creating tasks in the field and more.
The solution also comes out of the box with roles, dashboards and reports that are designed specifically for the field service industry. Klugo experts can develop specific modules and advise on structuring go-live phases and managed services for every stage of the development.
- Sales Force Automation (SFA)
- Lead Source Management
- Quoting and Opportunity Management
- Pipeline Management
- Sales Forecasting
- Marketing Automation
- Customer Support and Service
- Customer Dashboards
Accounting and Financials
- General Ledger
- Accounts Payable
- Accounts Receivable
- Inventory Control
- Financial Planning and Budgeting
- Customer Billing
- Financial Planning
- Order and Procurement Management
- Supply Chain Management
Field Service Management
- Drag and Drop Scheduling Tools
- Resource Allocations by Location, Skill and more
- Mobile Field App for Technicians to Complete their Administration in the Field
- Field Service Focused Roles, Dashboards and Reports
- Custom Form Creation for Different Job Types
- Demand Based Inventory Replenishment
- Manage Multiple Warehouses/Inventory Locations
- Dynamic Reordering
- Matrix Items
- Landed Cost Calculations
- Serialised Inventory
- Lot Management
- Bin and Put Away Management
- Stock take and cycle counting
- Pick, Pack and Ship
- Freight Integrations
Project Management and Job Costing
- Project Templates and Budgets
- Project Inventory, Time and Expense Management
- Detailed Job Costing by Cost Code and Activity Code
- GANTT Chart Functionality
- Labour Cost Allocations and Reporting
NetSuite Ultimate Buyer's Guide
This guide contains everything you need to know about NetSuite from available modules and industry solutions through to pricing and technology platform. Download now to start your journey to the world's leading Cloud ERP.
Field Service ERP
Cloud ERP is changing with SuiteSuccess by NetSuite. After 20 years of dominating the Cloud ERP space, NetSuite is now offering a truly modern methodology of implementation that gives clients:
1. Rapid Go Live
You can be live with NetSuite SuiteSuccess Field Service ERP Edition in as little as 100 days.
2. Leading Practices Out of the Box
SuiteSuccess editions of NetSuite come pre-bundled with over 3000 hours of professional services effort.
3. Roles, Dashboards, Reports and Workflows on Day One
Pre-installed with a range of roles and dashboards that have been designed to support rapid uptake of the system and provide an enhanced user experience.
The NetSuite SuiteSuccess Difference
SuiteSuccess by NetSuite is a field service software package that is becoming the go-to solution for busy field service businesses who are wanting to modernise their IT ecosystem, simplify to a single platform solution, and make the most of what cloud technology offers a modern business.
SuiteSuccess helps Field Service businesses by providing a solution that is pre-built with industry-leading practices. This gives growing and established distributors the opportunity to align their business processes with learnings taken from evaluating some of the world’s largest and most successful Field Service businesses.
Simplify Your IT Systems
Customers who choose NetSuite + NextService Field Service ERP are investing in a single platform of technology to manage their entire business end to end. NetSuite + NextService is a comprehensive set of modules that negates the need for running multiple software packages, simplifies integration and NetSuite API requirements and eliminates spreadsheets and silos of information, giving you 360-degree visibility of your entire field service business operation.
Take Control of Your Field Service Processes
From lead to cash, procure to pay, order to ship; NetSuite Field Service ERP Edition gives users a single platform of technology to improve their operational efficiency and increase their margins by using field service industry leading practices.
Grow Your Business Without Additional Overheads
NetSuite + NextService Field Service ERP comes out of the box with leading practices and workflow automations that reduce the amount of manual labour required to manage the administration of a field service business. NetSuite automation and workflows will eliminate duplicate data entry, Dropbox file storage and allow for seamless transition of routine and panic maintenance jobs through the sales process, scheduling, job assignment, job completion and customer sign off and billing.
NetSuite Implementation Methodology
SuiteSuccess implementations focus on the concept of rapid go live, to ensure that you are getting a return on your investment in this new technology as quickly as possible. With NetSuite Field Service ERP, the system is loaded with scripts and bundles that provide an off the shelf solution, made specifically for field service without the need to configure and implement the entire system from scratch.
For our customers, this means that the majority of the implementation effort required to get the Field Service solution up and running is largely done on day one, so we can focus our NetSuite implementation efforts on adding value to your business by enhancing the system to meet your requirements and solve your specific challenges.
Step 1. Business Requirements Definition
The first step in the implementation process is to conduct a thorough evaluation of your current systems, business requirements and the outcomes that you would like to achieve at go live. This information is then transformed into an implementation plan that delivers your required functionality and significantly improves your day to day operations.
Step 2. NetSuite Consultant Build
Our team of NetSuite Implementation consultants will commence building and configuring your NetSuite environment in line with the requirements that were defined in the BRD. This build will provide a working concept of your NetSuite solution and be used as the base system for proof of concept demonstrations and user acceptance testing.
Step 3. Proof of Concept Demonstration
Your lead NetSuite consultant will organise an end to end demonstration of your NetSuite solution for both the key players involved in the implementation from your business, as well as other team members as required. During these demonstrations, we will have the opportunity to provide feedback on further improvements or enhancements which will be finalised ahead of user acceptance testing of your new wholesale distribution software system.
Step 4. User Acceptance Testing
Once your instance of the NetSuite + NextService Field Service ERP Edition has been configured and customised to your requirements, and we have sign-off from the project team that what has been demonstrated is in line with company requirements, we will then issue a NetSuite Login to the system for users for the purpose of user acceptance testing. We will gather resources from each department of your business and have them run real-life transactions through the system to test functionality, ensure the system is working the way you need it to, and that all GL impacts and reporting are correct. From Sales, operations, warehouse and finance we will conduct a thorough testing phase of the system to ensure that your go live is a smooth as possible.
Step 5. NetSuite Go-Live
Your NetSuite go-live date is an exciting time, as this represents the culmination of a lot of hard work and the start of a new, better way of doing business. On Go Live Day, our consultants will be on hand to help your team transition to NetSuite as their new software and help train your people on how to use NetSuite for their role, as well as provide useful advice on managing their dashboards to get the most out of the software system. Your NetSuite implementation team will be available for up to 4 weeks post go live to help your team transition to the new system and ensure that they are confident in their day to day use of the NetSuite Wholesale Distribution software.
Step 6. NetSuite Managed Services and Support
After you go live, you will be supported ongoing by our managed services and support team, who are specialists in offering NetSuite support to our customers. This team will be able to assist you with the day to day running of the system, provide services for report writing or dashboard configuration and will proactively help you to continually improve your use of the NetSuite + NextService Field Service ERP platform. At Klugo, we focus on long term partnerships with our customers to ensure joint success in managing your NetSuite platform.
SuiteApp Market Place
In addition to this, customers may wish to investigate a wide range of NetSuite ERP apps available on the SuiteApp market place to further enhance their solutions. For Field Service, common SuiteApps include DHL Tracking integration, Infinet Cloud Payroll, eTrade, RF Smart for Warehouse Automation, Box app and Australia Post connectors.
Leading Practices for NetSuite Field Service ERP
Most Field Service businesses share similar business operations and processes, regardless of the industry or product category that they are selling. The core requirements for a field service business usually include:
|1.||Sales, NetSuite CRM, Task Management and Marketing.|
|3.||Currency Converter with NetSuite OneWorld.|
|4.||Transportation and Logistics control.|
|5.||Warehouse and Inventory Management.|
|6.||Van Stock and Inventory Control.|
|8.||Drag and Drop Scheduling.|
|9.||Resource Allocation by Role, Skills or Location.|
|10.||Mobile Field Data Capture, Customer Sign Off and Billing.|
|11.||Customer service and support.|
|12.||Field Service Business Intelligence and Dashboard Reporting.|
|13.||Workflows, automation and approval.|
SuiteSuccess Field Service ERP edition offers the customer a single system to manage their entire field service business. With the modern methodology of implementation, an average sized field service business can be live in their new system in as little as 100 days and will have far more control of data, dashboarding and reporting than ever before.
Watch the Demonstration
NetSuite Field Service edition delivers end to end functionality to manage everything from marketing and sales, contract management, job creation and scheduling as well as mobile data capture for field based technicians. NetSuite provides a 360-degree view of customers, orders, picking, items and inventory and delivers real time insights into your businesses performance.
Klugo, A Leading Australian NetSuite Partner
Since 2013, Klugo has been helping growing Australian companies to revolutionise their IT Ecosystem with the NetSuite Oracle platform and related technologies. We have a wide range of experience in helping customers simplify their strategy, take control of their operations and business processes and grow, without the need for an additional headcount to handle the workload.
Oracle NetSuite offers a modern, cloud-based ERP solution to manage your entire business. Klugo has helped hundreds of business across a wide range of industries including Wholesale Distribution, Manufacturing, Retail, Not for Profit, Membership Associations, Software Companies and Professional Services Businesses to pioneer in their industry by leveraging the power of the NetSuite system.
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