BUILT FOR FIELD SERVICE

NetSuite-Native Field Service Management

Full Mobility
Take your service orders where the action happens. Shepherd provides functionality for technicians in the field both in Android and IOS – phone and tablet.
Parts Management
Shepherd uses NetSuite’s bin transfer functionality to transfer parts from the warehouse to the technician.
Service Forecasting
Shepherd uses usage readings to forecast service reminders and drive sales.

DISPATCH

Shepherd has many options for field service management. Technicians may be automatically or manually scheduled by the service manager.

Auto-schedule technicians based on availability, service zone and skill requirement
Schedule technicians using Shepherd's planner board
Filter by location or service zone
View technician and service location
Push service orders and scheduling updates to mobile devices

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Shepherd CMMS - Mobile App

MOBILE APP

Shepherd's mobile app puts ERP in your technician's back pocket.

Timestamps with GPS coordinate stamping: departure, arrival, resolution and return times
Service reporting (work performed, cause/disposition codes)
Record follow-up tasks, report times and parts used
Customer signatures, report on asset condition, take equipment readings and photos
Report sales opportunities (a native NetSuite feature) from the field
Transfer or accept parts and check parts availabilty from the field
Build your own service reports fields: Equipment readings, drop-down menus and free-text, etc.
Access full customer or equipment service order history from the field
Create new service order from the mobile app

PLANNER BOARD

Drag and Drop service orders to assign jobs to field service technicians using Shepherd's planner board.

Select daily, weekly, monthly and 6-week views
Assign multiple technicians to one order
Color code service order tiles
Filter planner board by service zone, employee or resource group
View technician's location in real-time

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See Shepherd Cloud Maintenance Management System in Action

Shepherd CMMS leverages NetSuite CRM, sales, inventory and financials, creating a unique platform for service-oriented businesses.

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