Any integration is meant to open communication lines, and one of the most important lines is between field service software and accounting software. Synchronization between the field service management system and the accounting software allows for the real-time passing of customer profiles, while also affecting inventory, purchases and at the end, billing.
It’s why Fieldpoint’s field service software integration with NetSuite has made the process flow work together so that if there is a change in address in one system, it is reflected in the other system, without the need for a second entry to be made.
With customer profiles already built, they can be applied from NetSuite into the field, affecting three key areas of work flow, including work order management, maintenance contracts and project job costing for installations.
Inventory
When an HVAC or Fire and Life Safety company takes on an installation project, the project manager can list all the tools and material required to complete the job. For those materials, coordination can be started with NetSuite’s purchasing system by listing all the parts in Fieldpoint, and those parts become sales orders in NetSuite. The sales order from NetSuite can then be generated into a purchase order.
Now all part demands are put in through the system, whether you are selling the part or using it for service, it all goes through the NetSuite sales order system. It’s either consumed out of inventory or a purchasing document is created.
On a project, whenever there is a part demand put through, inventory requirements are automatically reflected in a NetSuite sales order. The consumption of the part is visible through a NetSuite sales order.
Billing
Any consumption of material, labor, expenses or subcontractors, whether it is a work order or a project when running through Fieldpoint billing will again make a series of NetSuite sales orders that are invoiced to the customer.
Invoices can be created straight from the field, as the integration will push through the service software and into the NetSuite sales order system to create that invoice, not only showcasing the open lines of communication between the two systems, but also the new level of efficiency that the integration offers. Simply put, one talks to the other and reflects changes. From an updated address in a customer profile done in NetSuite, to a request for parts done in Fieldpoint, everything is consumed in real-time, creating the proper sales or purchase order required, without the need to reenter the information a second time.