NetSuite Integration Streamlines Complex Field Service Accounting

Blog, Field Service

Last updated Mar 16, 2020 at 11:21AM | Published on Jun 11, 2018 | Blog, Field Service

Billing for field service work can be one of the most complex and demanding parts of any field service organizations operation. It demands speed and accuracy to keep cash flow solid through the business, and customers will expect prompt billing for their own financial reasons and not want to wait weeks to receive an invoice for service.

There can be a disconnect between the service department and the accounting team, as work orders from the field must make their way back to the head office for processing, which can take plenty of time to turn around into invoices that can be sent out. And during that time, parts and expenses can be missed, time and data could be wrongly inputted, leading to errors or inaccuracies in the invoice, which takes even more time to correct.

For field service organizations, it can be a challenge to complete accounting, especially with hundreds of work orders coming in, so a system needs to be in place to take a very complex scenario, and make it simple. That’s where Fieldpoint’s field service software and an integration with NetSuite comes into play.

Comprehensive Field Service Solution Made Simple

When your field service organization begins to use a feature-rich field service software, one of the options to figure out is how it’s going to work with your accounting software. For NetSuite users, Fieldpoint has a built-in integration to NetSuite that allows for plenty of mapped out routes for information and workflow to be designed, make the two systems work together to create a true, end-to-end service solution.

The complex challenges that field service work brings to an accounting department can be simply managed through the integration, maintain the integrity of your billing practices by offering solutions that help with speed and accuracy.

Starting from the field, technicians and subcontractors can input data onto a work order through the field service mobile app, capturing their time, parts used and additional expenses, attaching them all to the work order. Upon completion of the work and the work order is closed, the data is transferred from the field, straight through the integration, directly to the NetSuite sales order, which hosts all the line items used for the job. Any parts, labor hours or expenses appear on the sales order, and can be verified by the accounting team before being finalized.

Information from the work order doesn’t need to be re-entered into the sales order, as the connected systems takes care of that time-consuming part of the job. Service managers can see the sales order from within Fieldpoint at the click of a button, without having to login to the NetSuite software, while accountants can see the work order from within NetSuite in the same fashion. This allows both departments to live in their own software.

Field service software and accounting systems such as NetSuite enhance each other many ways, including mapping out data such as customer profiles, employee information, contacts and inventory. It makes things like purchasing simple for service managers, and drastically reduces time in many different areas so your organization can get invoices out quickly. That will not only keep your customers happy, but improve your overall bottom line with prompt billing practices.