If you’re going to implement field service software, getting one that is already integrated with your ERP and CRM systems is the optimal option. Harmony between two sets of software will not only increase the communication lines between the two programs but also save you valuable time on having to re-enter data that has already been put into one system. Think of it just like you would any part of your business. Your service department needs to be working with your accounting department for invoicing and billing, your inventory warehouses for stock levels, and sales for new products or services. If the lines of communication in person-to-person conversations are broken, it can cost your business dearly. It’s the same with your field service and accounting software.
Fieldpoint’s out of the box integration with NetSuite means that those lines of communication are already built in to ensure a seamless flow of information. Customer information, such as names, addresses, and contacts, that are loaded in NetSuite are automatically transferred to Fieldpoint, so the service department is dealing with the same information, without the need to re-enter the data on their end. That saves the time of having to duplicate information, and money for someone having to manually input it, and ensures that what one person sees, everyone in the company sees.
It also works going the other way, as Fieldpoint’s work order module generates purchase orders in NetSuite for service performed. Time and hours, materials and other expenses that are entered by technicians in the field are sent through the integration and end up as line items on the NetSuite purchase order. With NetSuite keeping track of inventory levels and all financial reporting, having an integration with your field service software is a way for all the moving parts of a field service business to speak the same language. There doesn’t need to be a tug-of-war between the two, and the savings of time and money when working with an integration will be noticeable.
It also helps to build trust and confidence with your customer base. While the field service software is working behind the scenes, up front, technicians are dealing with customers who want quick answers and demand the highest quality. Having an integration with your ERP system such as NetSuite, allows your technicians to get quick answers for new parts or estimated times and billing information, without having to make multiple phone calls to different departments for answers. It’s all provided within their Fieldpoint field service application, as the integration gives the technician the power to be the accountant and warehouse manager when speaking to a customer.
For any industry, whether it be HVAC, Fire and Life Safety, or IT Services, communication is the key to success. Having your field service application, such as Fieldpoint, speaking with your ERP and CRM system, such as NetSuite, is a powerful tool for building strong communication lines that benefit your company’s ability to share resources and information and work as an integrated team.