NetSuite FSM (Field Service Management) Solution

NetSuite FSM Software Solution

NetSuite FSM is a software solution for Field Service Management (FSM).

To help you better understand NetSuite FSM, our NetSuite FSM certified & authorized consultants will discuss:

What is NetSuite FSM?

NetSuite FSM is a software solution for Field Service Management (FSM) including assets, consumables, regions, time zones, customers, contacts, work calendars, resources, service providers, contracts, projects, project tasks, tasks, cases, files, programs, recurrence, statuses, scheduler, schedule board, map, extension panels, scheduling, notifications, feedback, net promoter score, items, transactions, memorized transactions, billing, unbilled amounts, and mobile application. NetSuite FSM automates inventory and customer asset management, provides field service team availability, enables field service drag-and-drop scheduling and dispatch, and allows for streamlined job assignments. NetSuite FSM mobile app gives field technicians access to job details, customer history, and asset history.

Contact Suite Certified to request NetSuite FSM software solution.

What are NetSuite FSM Assets?

NetSuite FSM Assets represent anything that can be serviced, such as equipment, property, infrastructure, livestock, vegetation, and people. Assets can be associated with Transactions, Projects, Cases, and Tasks. An Asset can have child Assets. Child Assets can inherit field values from the parent Asset.

What are NetSuite FSM Consumables?

NetSuite FSM Consumables represent billable or fulfillable items used on Tasks. Upon Task completion, consumables are referenced on Sales Order line items, and the Sales Order is referenced on the Case. Consumables are also referenced on Item Fulfillment line items.

What are NetSuite FSM Regions?

NetSuite FSM Regions are used to link employees and Assets to a geographical area.

What are NetSuite FSM Time Zones?

NetSuite FSM Time Zones feature enables users to manage and report on work in multiple time zones. Time Zone can be referenced on Assets, Projects, Project Tasks, Cases, Tasks, and Activities. Time Zone is used as a reference for all related date and time fields. Date and Time fields are added to Activities that always display values in the time zone of the Activities, instead of the time zone of the current user pursuant to the User Preferences of the current user.

What are NetSuite FSM Customers?

NetSuite FSM Customers can own Assets. Customer is the default owner for an Asset. An Asset has a set of Customers that can be billed for services.

What are NetSuite FSM Contacts?

NetSuite FSM Contacts are associated with Customers. Contacts are referenced on Projects, Cases, and Tasks. A Primary Contact, with Primary Contact role, can be selected when creating a Project.

What are NetSuite FSM Work Calendars?

NetSuite FSM Work Calendars manage the work capacity for Resources. Work Calendars determine the work days available for Scheduling and assigning Resources.

What are NetSuite FSM Resources?

NetSuite FSM Resources are employees, vendors, or other entity records that can be assigned work. Resources appear in the Scheduler.

What are NetSuite FSM Service Providers?

NetSuite FSM Service Providers service Assets on behalf of Customers. An Asset can have Contracts with one or more Service Providers.

What are NetSuite FSM Contracts?

NetSuite FSM Contracts are agreements between owners of Assets and Service Providers to manage and service Assets. Contracts can require ongoing billing over the life of a Project.

What are NetSuite FSM Projects?

NetSuite FSM Projects are used to organize Resources, Project Tasks, Cases, Activities, Tasks, and Transactions. Projects are used to track Time required to complete Project Tasks.

What are NetSuite FSM Project Tasks?

NetSuite FSM Project Tasks are used to identify a task for each step required to complete a Project.

What are NetSuite FSM Tasks?

NetSuite FSM Tasks are Tasks, Project Tasks, Non-Working Days, Leave Requests, or any other record that spans time and can be assigned a Resource. Tasks can be single day or multi-day. Tasks can have a primary Resource assignee, and secondary Resource assignees.

What are NetSuite FSM Cases?

NetSuite FSM Cases are associated with Projects. Cases can reference Sales Orders. Cases can be created based on Programs.

What are NetSuite FSM Files?

NetSuite FSM Files are optimized and organized in the file cabinet. Image files uploaded to the /NextService/upload/ folder in the file cabinet are compressed and encoded with additional information including Task, Asset, User, Created Date/Time, and Geolocation.

What are NetSuite FSM Programs?

NetSuite FSM Programs are schedules for recurring work that occur within Projects and Cases. Programs are used to consistently schedule maintenance of Assets by creating Cases and Tasks according to Program Rules. Cases are used to schedule recurring work that span multiple days or are open ended. Tasks are used to schedule work that occur on a single day.

What is NetSuite FSM Recurrence?

NetSuite FSM Recurrence allows users to auto-generate a series of recurring Tasks or Cases that repeat more than once based on a defined set of parameters.

What are NetSuite FSM Statuses?

NetSuite FSM Statuses include Not Started, In Progress, Open, Reopened, Escalated, and Closed. Status field is associated with Projects, Cases, and Tasks.

What is NetSuite FSM Scheduler?

NetSuite FSM Scheduler is a graphical interface which displays Resources and Tasks for a window of time. Every 60 seconds Scheduler refreshes all Resources and Tasks that are in view to provide up to date information.

What is NetSuite FSM Schedule Board?

NetSuite FSM Schedule Board is a tool to manage Resources and the work they complete. Schedule Board is a graphical interface which displays rows of Resources and their assigned Tasks over the current range of days. Tasks on the Schedule Board and Extension Panels can be scheduled or assigned Resources by drag and drop.

What is NetSuite FSM Map?

NetSuite FSM Map is a graphical map interface which displays the location of Resources, their assigned Tasks, and all unassigned Tasks for the current range of dates.

What are NetSuite FSM Extension Panels?

NetSuite FSM Extension Panels are collapsible panels that control which Resources and Tasks are visible on the Schedule Board and Map through the use of filters. Resources or Tasks that pass the filters are displayed in the list. The list can be sorted by selecting a sort option. The list view mode can be toggled between list and detailed list.

What is NetSuite FSM Scheduling?

NetSuite FSM Scheduling enables Tasks on the Schedule Board and Extension Panels to be scheduled or assigned Resources by drag and drop. Drag and drop selected Tasks on the Schedule Board to change their start date and time, end date and time, primary Resource assignee, and secondary Resource assignees. Tasks can also be assigned or unassigned by dragging between the Schedule Board, assigned tasks Extension Panel, and unassigned tasks Extension Panel.

What are NetSuite FSM Notifications?

NetSuite FSM Notifications are automated emails sent when Cases, Tasks, and Project Tasks change to a certain state.

What is NetSuite FSM Feedback?

NetSuite FSM Feedback enables users to submit Cases with feedback type and message. Feedback types include Feedback, Help, Suggestions, and Questions.

What is NetSuite FSM Net Promoter Score?

NetSuite FSM Net Promoter Score is a score to measure user experience, plus an optional explanation. Users score ranges from 1 to 5.

What are NetSuite FSM Items?

NetSuite FSM Items represent fees and consumables. Items are referenced on Transaction lines. Items can be transferred, quoted, ordered, fulfilled, billed, returned, received, and credited.

What are NetSuite FSM Transactions?

NetSuite FSM Transactions include Expense Reports, Time, Transfer Orders, Quotes, Sales Orders, Item Fulfillments, Invoices, Return Authorizations, Item Receipts, and Credit Memos.

What are NetSuite FSM Memorized Transactions?

NetSuite FSM Memorized Transactions can be used for ongoing billing over the life of a Project. A Sales Order associated with a Project can be memorized to recur in sync with Cases. Programs can generate a monthly Case and Memorized Transactions can generate a monthly Sales Order.

What is NetSuite FSM Billing?

NetSuite FSM Billing refers to billing time, expenses, and/or consumables on Sales Order lines.

What are NetSuite FSM Unbilled Amounts?

NetSuite FSM Unbilled Amounts refers to Unbilled Time, Unbilled Expenses, Unbilled Sales Orders, and Unbilled Total fields on Cases to report on Transactions that have not yet been billed. Unbilled Time field displays the unbilled sum of Time records. Unbilled Expenses field displays the unbilled sum of Expense Report lines. Unbilled Sales Orders field displays the unbilled sum of Sales Order lines. Unbilled Total field displays the unbilled sum of Unbilled Time, Unbilled Expenses, and Unbilled Sales Orders fields.

What is NetSuite FSM Mobile Application?

NetSuite FSM Mobile Application enables Resources in the field to manage their work and effectively collaborate with other Resources in the office and in the field. Mobile Application standard tabs can include Add New Task, Asset Details or Site Details, Add Child Asset, Commissioned Assets, Commissioning Record, Contact, Expenses, Files, History, Inventory, Job Status, Job Completion and Signatures, JSA (Job Safety Assessment), Maintenance Record, Notes, Quote, Receive, Repaired Assets, Repair Record, Return, Sales Order, Serviced Assets, Service History, Sign Off, Task, Task Blocker, Team Blocker, Time, and Order.

For assistance…

If you believe your company or organization can benefit from NetSuite FSM, we invite you to contact our NetSuite FSM consulting company. Our NetSuite FSM consultants are certified & authorized, skilled, and experienced for more than 24 years.