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ERP delivers operational excellence for field service businesses.

Australian field service businesses use NetSuite to improve customer service, scheduling, dispatch, filed service, real-time stock and procurement. By adopting NetSuite leading practices, field service companies improve productivity and service levels.

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Understanding the flow of value to customers is the key to achieving operational excellence

Field service operators know that service levels, first time fix rates, stock availability, capacity planning, scheduling and dispatch optimisation are key to providing a positive customer experience. Engaged service teams and happy customers lead to long term sustainable growth.

Mapping the flow of value throughout the entire customer experience is the key to unlocking operating potential.

Key benefits of utilising ERP to reach operational excellence

Accurate performance metrics and capacity forecasting. Real-time work order status, van inventory, and workforce locations.

Improve your operating efficiency in the field with mobile workflows, help technicians maintain customer service levels, and enable tools to increase sales on location.

Integrate accounting, inventory, scheduling, dispatch, work orders, expenses, billing, maintenance, and CRM in a centralised tool.

Klugo Solution Map for Field Service

Klugo’s end-to-end solution supports businesses with field operations. By managing schedule, dispatch, and inventory effectively, technicians can finish more jobs per day, increasing profit margins and freeing back-office resources to customer service. By achieving operational excellence, you can offer a flow of value to your customers at every stage of their journey.

An Enterprise Resource Planning (ERP) solution like NetSuite for service businesses measurably improves your operating performance giving you an advantage in a crowded marketplace. With one system, you can manage your entire customer journey, improve your decision-making, and grow your business.

NetSuite ERP

Order management

NetSuite ERP

Financial management

NetSuite ERP

Project and job accounting

NetSuite ERP

Supply chain management

NetSuite CRM

Sales force automation

NetSuite CRM

Opportunity management

NextService FSM

Field force automation

NextService FSM

Schedule and dispatch

NextService FSM

Planned maintenance

NextService FSM

Asset management

NetSuite ERP

Financial management

NetSuite ERP

Order management

NetSuite ERP

Project and job accounting

NetSuite ERP

Supply chain management

NetSuite CRM

Sales force automation

NetSuite CRM

Opportunity management

NextService FSM

Field force automation

NextService FSM

Schedule and dispatch

NextService FSM

Planned maintenance

NextService FSM

Asset management

Enterprise Resource Planning

With ERP software configured for field service you can manage all your operations from the field to the back-office. Forecast supplies demand, automate billing in the field, assets management, track job accounting and manage procurement. Control all your inventory, operations, procurement, fulfiment and customer service in one place.

Financial management 

Assess contribution margin by service contract type, parts, and product sales. Compare estimated gross margin to actual. Cost labour for comprehensive project and job profitability reporting.

Manage your business with integrated operational business intelligence for effective time utilisation, service request response times, rescheduling frequency, and first-time fix rates.

Order Management 

Parts management, and consumables re-orders. Integrated van stock for ordering and fulfilment from the field.

Project and job accounting

Project management and accounting for installations. Job and service contracts profitability.

Supply Chain Management 

Purchasing and supplier performance reporting.

By implementing ERP technology, businesses with field service operations seeking to be operationally excellent can take a data-driven look at their processes and increase profits by allocating more jobs by technician, automating workflows, improving inventory forecasts and streamlining billing in the field.

Customer Relationship Management

CRM provides field service businesses with automated sales processes, integrating all systems for decision–support through the complete customer experience. NetSuite offers a multi-channel sales engine that can provide a fully operational level of engagement and cost–to–service for all customers.

Sales force automation 

Sales conversion tracking from quote to cash. Multiple price levels, product group price and volume discounts.

Opportunity management 

Supports complex multistage sales cycles with projected and weighted pipeline sales forecasting.

Field Service Management

Real-time data adds clarity to both short-term forecasting and long-term strategising, enabling service companies to stay on top of market demand offering seamless customer service in the field. NextService FSM technology ensures that live information flows to support data-driven decitions on-site and in the office.

Scheduling and Dispatch 

Service request and programmed maintenance scheduling for technicians, crews, or sun-contractors.

Field Service Automation

Mobile device job management, checklist, and dynamic forms. Timesheet, expenses, quotes, and sales from the field.

Planned Maintenance  

Lifecycle management with planned servicing and repairs. Perfect repeated maintenance tasks and workflows.

Asset Maintenance 

Third-party custom asset and locations definitions for servicing, repairs, and maintenance.

Operationally excellent field service busineses prioritise implementing systems and workflows focused on continuous improvement from every employee. This optimises the service and delivery of every job and provides customers with a seamless experience.

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Klugo are committed to our customers

Achieving operational excellence for our customers is at the core of what we aim to do. Our mission is to help customers achieve operational excellence using NetSuite + NextService.

Headland Machinery

Headland Machinery supplies leading machinery technology, software and services and are embracing the future with IoT, Industry 4.0, Automation and Additive Manufacturing. Proactive customer service is the cornerstone of successful long-term relationships with customers.

Aquatec

Aquatec has had 30 years experience providing water and wastewater solutions to local government and commercial enterprises through the Australasian region. With plans to expand the business and improve on efficiencies, Aquatec required a system that would grow with their business.

Ecolab Australia

Ecolab is a leading supplier of both laboratory and medical equipment with over 2,000 customers throughout Australia & New Zealand. Ecolab supply their medical and scientific equipment from a head office in Melbourne and satellite offices in Sydney and Brisbane.

Our customers

Field Service Industries

Although we can help most field service provicers to achieve operational excellence utilising the Best-in-Class ERP solution for Australia and New Zealand, we have strong expertise in the following service industries:

HVAC Installation, Maintenance and Repair

HVAC installation and servicing teams achieve more with NetSuite + NextService. Klugo provides a solution with a single platform that helps HVAC field teams increase productivity, eliminate redundant tasks, increase customer satisfaction and improve the entire project’s visibility.

Large Scale Assets Repair and Servicing

Klugo offer an end to end solution for equipment servicing companies that includes CRM, Accounting and Financials, Projects and Installations and Field Service Management. Improving your complete visibility and profitability over all service projects and deliverables.

Servicing Construction and Engineering Assets

Klugo solution for field service is an end to end NetSuite + Nextservice configuration including CRM, Accounting and Financials, Projects and Installations and Field Service Management. Giving you and your team complete visibility over all projects and deliverables.

Oracle NetSuite Award 2020

Klugo’s NetSuite ERP implementation

We have selected the worlds leading cloud ERP, Oracle NetSuite + NextService as our business platform of choice to help Australian businesses achieve operational excellence. Why? Because cloud business platforms are future proof, this enables our customers take advantage of emerging IoT and AI technologies. 

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