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Fieldpoint Service Applications

Status: Unverified

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. All NetSuite listing integration for customers, vendors, and items. Transactional NetSuite integration to sales, invoicing, purchasing, payments, and inventory control.

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Description

Fieldpoint NetSuite Integration

Fieldpoint is an end-to-end field service management software that comes with an out-of-the-box integration with NetSuite that streamlines the link between your field service management and accounting software. Extend the power of NetSuite to the field, get complete visibility into your field operations and reduce paperwork! Whether completing work orders, long-term maintenance contracts or installation projects, Fieldpoint’s integration will keep NetSuite up to date with automated sales order purchasing creation, and inventory control updates to reflect work completed in the field.

Key Benefits

Field service operations come in all shapes and sizes and require their own unique solution to fulfill their service delivery needs. Fieldpoint’s integration with NetSuite is elegantly designed to handle the complexity of delivering top of the line service, while automating much of the process with as many simple solutions as possible.

  • Streamline your field service operations tailored solutions that cater to your specific business needs.
  • Accelerate your billing, inventory, and purchasing processes through our seamlessly integrated accounting software.
  • Achieve a balance between your service delivery and accounting systems and optimize your complex operations for efficiency and speed.
  • Save time and resources by eliminating the need for manual data entry of customers, employees, vendors, and inventory.
  • Enjoy a comprehensive, connected system that ensures seamless communication between Fieldpoint and NetSuite to handle invoicing, purchasing, and payables for subcontractors.

Complex Customer Invoicing

The power behind the NetSuite and Fieldpoint integration is the ability for the sales order in NetSuite to work alongside the work order in Fieldpoint. Items placed on the sales order in NetSuite can be turned into work orders, while items used in Fieldpoint on the work order are placed as line items on the NetSuite sales order. This integration allows more efficiency when managing billing and invoicing.

  • Avoid errors in billing with accurate part numbers, descriptions, and costs.
  • Fieldpoint’s integration eliminates errors by posting parts and labor directly to the NetSuite sales order, ensuring perfect customer invoices.
  • Automate the invoicing process and send invoices instantly to customers with an electronic signature and closed work order.
  • The integration simplifies invoicing for both the service and accounting departments, allowing each to work in their own system designed for their specific needs.
  • Enjoy a range of workable solutions with the NetSuite and Fieldpoint integration to improve your invoicing and billing processes.
FEATURES

True Benefits of the Integration

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.

Mobile Field Service App

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 Fieldpoint mobile app and NetSuite integration can enhance field service operations and improve reporting capabilities.

  • Field service technicians can access work order information directly from the field through the mobile app.
  • The app works both online and offline, ensuring access to work order information regardless of an internet connection.
  • Technicians can use guided checklists to record labor, expenses, and parts used, which are updated through dispatch on the Fieldpoint work order.
  • The integration allows updated expenses to become line items in NetSuite, giving field technicians a direct impact on sales and purchase orders without accessing accounting software.
  • Fieldpoint's mobile app extends the power of NetSuite to field technicians using iOS, Android, or Windows smartphones and tablets.
  • The app allows customized workflows that enhance the ease and accuracy of data capture, making reporting in NetSuite easier, more introspective, and consistent.

Projects to Sales Orders

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.