Because field service is inherently mobile, with moving workers, parts, vehicles, and information, service organizations need more than just back office accounting software. NetSuite and Sage 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 service business to the next level? Here are 7 ways you can streamline the service process from office to field. For more information on how to address your field service challenges, join MSI and Blytheco for the webinar – Eliminate Field Service Management Challenges with Service Pro for Sage 100 and NetSuite ERP
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 an equipment asset and 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 Sage 100 or 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 with an 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 your ERP system 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 and Service Pro for Sage gives you the most powerful, integrated field service management application to compliment your NetSuite ERP system.
Learn More about Eliminating Your Field Service Management Challenges in a Free Webinar
If your company offers field service on any level, check out our upcoming webinar entitled: “Eliminate Field Service Management Challenges with Service Pro for Sage 100 and NetSuite ERP” on Thursday, August 13th at 1PM Eastern. More Details Here
Don’t miss this informative free webinar – register now!