Not every job is about installing a part. Sometimes, it’s about delivering a complete piece of equipment that the customer has already purchased. Traditionally, this would mean hiring a third-party delivery company—an extra step that adds cost, paperwork, and potential complications. But with Shepherd, there’s a better way.

Service technicians are already on the road, visiting customer sites. By enabling them to deliver equipment alongside their regular service visits, businesses can avoid the expense and hassle of separate delivery services. The challenge, until now, has been making sure the process is tracked properly in the system.

Shepherd solves this by allowing technicians to access the relevant direct inventory fulfilment receipt. This ensures the delivery is logged accurately in NetSuite, just as if a dedicated delivery company had handled it—only without the added costs, invoices, and VAT. The technician simply becomes the trusted courier, completing the paper trail as part of their workflow.

The benefits are clear in practice. Costs are lowered by removing the need for outside delivery services, while the administrative load is lighter since there is no extra paperwork or third-party involvement. Delivery also becomes faster and more reliable, as technicians bring equipment directly to the customer without unnecessary delay.

By giving technicians controlled access to both service orders and inventory fulfilment, Shepherd makes it possible to streamline equipment delivery. The result is a leaner, cheaper, and more dependable way to move goods from warehouse to customer—without unnecessary barriers.

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