Built for Field Service

NetSuite-Native Field Service Management

The Shepherd mobile user experience takes your maintenance management into the field with your technicians.

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  • 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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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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Book a Demo

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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