Shepherd has a new NetSuite Advanced Fulfillment extension. If you have personnel heading to site, it seems a waste to pay additional costs on transporting parts there too, when there is space in the service vehicle. Previously the biggest reason was that there was no way of applying liability for the part. Shepherd’s new extension fixes that.

Making the Shepherd app and planner board now accessible through all manner of commonly used platforms now makes field service management that much easier and efficient.

A one-size fits all rarely works if customers are varied: for that reason Shepherd has made managing consumables and billable materials like parts in terms of accounting and inventory work best for the customer, rather than Shepherd.

Companies seek a CMMS to deal with their field service maintenance management yet this is not the part most challenging in implementation. Often it is how to model your equipment within Shepherd’s solution. Read this week’s blog to see why that is the case.

Swift invoicing is great as long as the invoice is accurate and this is at risk if service staff make an error in their work order summaries. Shepherd’s option of allowing review and editing of work order data may delay the invoice being sent out a little but this is preferable to sending an invoice that later needs revision. It remains only for service managers to decide if they want to.

A lot of the customisation in the onboarding process becomes clear once the project is already underway. Having insight and mentoring from Shepherd makes this a valuable stage rather than an inconvenient hurdle.