NetSuite and Fieldpoint Integration
Bring Unmatched Benefits and Savings with Field Service Software Integration with NetSuite
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FIELD TECHNICIAN MOBILITY DRIVES PROFITS
Streamlined Data Collection, Integrity and Accuracy in the Field to NetSuite Financials
NETSUITE INVENTORY & PURCHASING INTEGRATION
Real Time Inventory and Purchasing Updates
ENSURE SUCCESS AND OPERATIONAL EXCELLENCE
Service Department Visibility in Customers, Parts, and Pricing with NetSuite Integration
NETSUITE SALES ORDER & BILLING INTEGRATION
Invoice Your Service Work Orders, Contracts and Jobs and get rapid, tangible ROI that creates revenue and enables cost savings
EXTEND YOUR INVESTMENT IN NETSUITE TO BETTER MANAGE YOUR FIELD SERVICE OPERATIONS
- Simple Out of the Box integration with your NetSuite system extending the power of NetSuite to your field service operations
- Maintain seamless real-time workflows between NetSuite and Fieldpoint
- Fieldpoint work orders, contracts, and project invoicing creates Netsuite sales orders streamlining the process for accurate and fast customer billing
- Get access to customer and job information in the field, give your customers a better streamlined experience
- Import data from Netsuite to initialize the Fieldpoint database with your existing customers, vendors, and products and have complete access to this data in the field
- Technician Mobility Access – Online or offline, your technicians can do their job in the field while being completely connected to Netsuite
- Increase technician and subcontractor productivity for tangible ROI that creates revenues and cost saving
NetSuite Integration Screenshots
True Benefits of the Integration
Work Orders to Sales Orders
Where the NetSuite integration comes into play is through the adjoining created sales order in NetSuite that automatically updates line items initiated from the Fieldpoint work order, such as the time and labor costs the technician entered to complete the work order. Should a technician in the field consume a part on a work order, that part is added to the NetSuite sales order to be charged to the customer. If a part is not available, a requisition is created in Fieldpoint to acquire the needed part to complete a job, while an adjoining purchase order is created in NetSuite to order that part, which is then applied to the sales order for billing.
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Mobile Field Service App
Visibility and real-time connectivity
Utilizing the field service mobile app, technicians can directly access work order information from the field, with online and offline capabilities to ensure that they have access to the work order regardless of an internet connection. The techs can use guided checklists, record labor, expenses and parts used. That information is then updated through dispatch on the Fieldpoint work order. Through the integration, the updated expenses go from the work order to NetSuite to become line items.
From the field to Fieldpoint to NetSuite, the integration allows field technicians to have a direct effect on NetSuite sales and purchase orders all while staying in their own Fieldpoint mobile field service app without having direct access to accounting software. Fieldpoint extends the power of NetSuite to field technicians using iOS, Android or Windows smartphones and tablets. The dynamic mobile app allows customized workflows that enhance the ease and accuracy of data capture that makes reporting in NetSuite easier, more introspective and consistent.
Eliminate Double Entry
Data in both systems is synchronized, enabling users to read, update and delete data such as customer information or asset details. There is no need for double data entry. Fieldpoint mobile app users can update information while onsite as well as append pictures and signatures as needed, and this information will sync with NetSuite. This again streamlines your company’s operations, improves efficiency, helps deliver better customer service and report more accurately.
Projects to Sales Orders
End to End Service Management
For complex jobs that extend over weeks or months, such as installations, Fieldpoint’s project module offers a robust system to manage to quote labor and materials, planning and allocating resources and purchasing all necessary items. Manage job costing with Fieldpoint’s budget and task management functions, and offer flexible billing options, such as progress billing where you can bill a customer based on phases of the project, or on a weekly, monthly or yearly schedule, all within Fieldpoint’s project billing function. All these projection management components ensure your customer projects are completed on time and come in on budget.
Through NetSuite, sales orders are created based on billing schedules assigned in Fieldpoint, while parts that are requisitioned in Fieldpoint are consumed from NetSuite’s inventory, or produce purchase orders to get the parts to the job site. These create line items on the sales order, effectively all managed by Fieldpoint’s project module.