Billing & Transactions

<p>Yes, Next Service lets NetSuite calculate the price for Inventory charged on a Sales Order and takes the volume discounts configured at the item level into account.</p>


Does Next Service use quantity discounts set on Item records in NetSuite?

<p>Yes, the job Id is recorded at the line level for items added from the mobile. Next Service links the Sales Order to the job and the project under which the job is registered.</p>


When inventory items are added from the mobile to a sales order, does the job/visit they were used on show?

<p>Yes, NetSuite provides flexible billing options, for Sales Orders and Invoices. Next Service uses the native Sales Orders and Invoices and therefore has the same flexibility.</p>


Can I bill customers per job, or monthly?

<p>Yes, this is NetSuite functionality. Your NetSuite Consultant can set this up for you.</p>


Can I consolidate billing for a customer?

<p>NetSuite provides multiple mechanisms for billing Customers on a regular basis. Next Service relies on these to create Sales Orders for recurring Preventative Maintenance, or Programmed Maintenance Jobs. We will determine the most suitable recurring billing method during our deployment process.</p>
<p>&nbsp;</p>


What options are available for recurring billing?

<p>Next Service billing rules are flexible and can be set to make any of the inventory, time and expenses billable or non-billable automatically depending on the job type. We set the billing rules for job types during our deployment. Automatic billing rules can be overridden at the Task level.</p>


How can I decide at the job level whether Inventory, Time and Expenses are billable or non-billable?

<p>• Non-billable inventory is added to a Sales Order with a zero prices so it can be fulfilled out of inventory and record the cost against the job.</p>
<p>• Time Expenses are recorded against the job and can be journaled to account for their cost. For billable jobs, the time records are added the Invoice as service Items.</p>
<p>• Expenses recorded on the mobile create standard NetSuite expense records using NetSuite expense categories. These expenses are recorded against the job and the technician and follow NetSuite’s standard approval process. For Billable jobs, approved expenses are added to the Invoice to the customer. For non-billable jobs the Expenses show as job costs once approved.</p>


I still need to account for the cost of Time, Inventory and Expenses at the job level even for non-billable work.

<p>Next Service billing rules are flexible and can be set to make any of the inventory, time and expenses billable or non-billable automatically depending on the job type.</p>


What happens to inventory, time and expenses on a non-billable job such as a Warranty Repair?

<p>Yes, Next Service lets NetSuite calculate the price for Inventory charged on a Sales Order and takes into account the price level of the Customer.</p>


I’ve set up price levels for one of my Customers in NetSuite. Will inventory added to the Sales Order by the Next Service mobile take these price levels into account?

Deployment

<p><span class="TextRun SCXW174824920 BCX0" lang="EN-GB" xml:lang="EN-GB" data-contrast="auto"><span class="NormalTextRun SCXW174824920 BCX0">Yes, it is possible to customize which combinations of Project/Case/Task should show certain checklists. It is also possible to show different checklists, or versions of checklists, for different asset types. Many of our customers have different checklists show for different job types. For instance, an install job may have a different checklist than a PM Service job. </span></span><span class="EOP SCXW174824920 BCX0" data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}"> </span></p>


Can we conditionally show/hide checklists on the mobile?

Can new forms be added to the mobile after deployment?

<p>For existing NetSuite customers with existing scripts, we recommend a paid test of our software on your sandbox account. Please contact us to discuss further.</p>


If we have existing scripting and choose to move ahead with a pilot in our Sandbox to ensure Next Service will work with our existing system, how does that work?

<p>We use NetSuite records and follow NetSuite’s own way of doing things so we do not conflict with how NetSuite deploys new accounts.</p>


How does the Next Service deployment work with the NetSuite deployment?

<p><span class="NormalTextRun SCXW176939741 BCX0">We do recommend use of a sandbox to streamline implementations, however we recommend you discuss this in further detail with your </span><span class="NormalTextRun SpellingErrorV2Themed SCXW176939741 BCX0">Next Service</span><span class="NormalTextRun SCXW176939741 BCX0"> implementation team.</span></p>


Do you require a Sandbox to deploy Next Service?

<p>Sandbox accounts can be purchased from NetSuite. They are not included with Next Service. If you do have one, then Next Service is automatically copied across when the Sandbox is created. This allows you to test everything on Sandbox (including the Next Service Scheduler and mobile) as if they were in production.</p>


Do Next Service customers get a sandbox version as well?

<p>Next Service used NetSuite’s native file storage system. Image and documents recorded on the Next Service Mobile are stored directly into NetSuite. Checklists and job information entered into NetSuite records or on the mobile are stored directly into NetSuite.</p>


Where does Next Service store files?

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<p>Yes, here is a list of situations that cause longer deployments. We will work through these items during our scoping sessions.</p>
<p>1. Forms: More than two forms, or forms with calculations, graphics, tables, or forms requiring custom print templates.<br />
2. Working around existing scripts: Not all scripts are implemented to play nice with our scripts, so our dev team must get involved if there<br />
are conflicts.<br />
3. Subsidiaries that conduct business differently, or have different work flows can double the deployment time as they can require their own config, workflows, data, and training.<br />
4. DATA – accurate data is essential to accurate field service. We don’t import data as it can take a long time to cleanse and import<br />
5. Field service requires all customer data (including contacts, company info, contacts, addresses) to be in the system before work orders and jobs can be created.<br />
6. Employee/Technician data needs to be setup.<br />
7. Asset Data: the thing or place where the technician will be doing the work for the customer. More data points on the Asset takes longer to import and show on the mobile.<br />
8. Existing job data: It’s better to burn off jobs on the old system rather than importing incomplete jobs onto Next Service. I recommend running both systems in parallel until the old system has no more jobs. It’s the same principal as importing incomplete transactions from one system to another ~ it’s painful.<br />
9. Lack of dedicated customer resources will delay the go-live:<br />
There are many decisions to be made and UAT testing to be done in order for the system to deliver value to the customer.<br />
10. Starting simple and increasing the complexity and requirements as the business gets comfortable is the idea way to go live quickly with minimal cost.</p>
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Do any deployments take longer than 50 hours?

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<p>Next Service is Native to NetSuite. It is built on, in and for NetSuite and therefore does not have any external data to map and transport. We do things the NetSuite way, so we use NetSuite’s Inventory system, CRM, transactions, employee records, and case management. In every instance, we do things the NetSuite way and obey all the NetSuite conventions. This means our system just works and there is no confusion about which system has the correct version of your data because there is only one place data is saved ~ NetSuite.</p>
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How can Next Service deployments be so much quicker than other field service solutions?

General

<p>Next Service makes your mobile technicians more efficient, allowing them to complete more jobs. They also record their time, inventory and checklists on the Next Service mobile reducing administration and paperwork for your Admin staff. The Next Service scheduler makes real time decisions about scheduling easier reducing the need for follow-up phone calls. Finally, being native to NetSuite allows Next Service to record ALL your field data into NetSuite instantly giving you a real time view of your business.</p>


How can Next Service help grow my business?

<p>We are a NetSuite SDN Partner, which means we are required to test our software with every release of NetSuite to ensure there are no issues before the release rolls out to customers. NetSuite also audits our software on an annual basis in order to renew our SDN status.</p>


How does Next Service handle regular NetSuite updates to ensure Next Service will not break?

<p>We have a product updates with new features rolling out three times/year. These updates are included in your support plan. Our product team carefully implements and tests each feature. When all features are verified and all the past features are also tested to ensure they have not been impacted, we release an alpha version, that goes into our QA sites for further testing. Once the release passes QA, it is released into Beta and rolled out to our Beta customers, who test and provide feedback. Once all issues have been resolved, the release is available for General Release. We typically rollout to customers who are awaiting specific features first. We also roll it out to our Demo site, and any customers with Sandbox Accounts to test.</p>
<p>Since we rely on configuration rather than custom scripts, our product team makes any changes to the customer’s config and tests the results as part of the customer’s go-live. Special care is take if the customer has custom scripts that may conflict with the Next Service scripting. Without a sandbox to test in first, we cannot guarantee there won’t be conflicts until our update is in place as we do not have access to the third party scripts. If issues are found, our scripts can be updated quickly with a point release of Next Service to resolve the conflict.</p>


What is the Next Service release/update process? I.e. How often, how do you ensure the updates don’t ‘break’ something?

<p>Since NetSuite is a cloud solutions, it scales with your business, and performance should not be an issue.</p>


If we have many NetSuite Mobile users, will NetSuite slow down?

<p>Next Service is a 100% native NetSuite application and relies on NetSuite. The Schedule board will not work without a working connection to NetSuite. The Next Service mobile caches all job data at the start of the day, so if NetSuite goes down, the job information will still be visible, but submitting data on the job back to NetSuite may have issues.</p>


If NetSuite does down, does the Next Service Scheduler or Mobile App still work?

Mobile

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<p>Next Service support adding inventory using barcodes natively on Android devices. QR codes are not currently supported on either Android or iOS. For iOS devices barcode scanning and QR code scanning, a third-party app can be used to select inventory using the following method.</p>
<p>a. In the mobile app select the inventory field the barcode scanner should populate.<br />
b. Switch to your third-party barcode or QR code application and scan the desired item.<br />
c. Switch back to the Next Service Mobile App. The third-party barcode scanner will fill in the value in the item field and select the item from inventory.</p>
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Does Next Service support barcodes and QR codes for adding inventory on the mobile?

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<p>The Next Service mobile can link all the mentioned records to either the parent or child Assets or both. We will determine the links required during your deployment.</p>
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Can time, inventory, notes/pictures and checklists be linked to child assets or just the main ones?

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<p>Yes, the Next Service mobile allows the history of both the parent and child asset to be shown. This ensures your technicians have all the information about the Asset, and who performed past jobs at their fingertips.</p>
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Can I see the full job history for an asset and child asset on the Next Service Mobile?

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<p>The Next Service Mobile app is served directly from NetSuite. Even when saved to the home screen of your device, it is still a page directly within NetSuite, which affords the app the same security umbrella provided by NetSuite.</p>
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How secure is my information shown and recorded in the Next Service Mobile App?

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<p>No, the app links to the devices native mapping application to provide turn by turn directions.</p>
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Does the Next Service Mobile App provide turn-by-turn directions?

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<p>The devices only sends it’s coordinates back to NetSuite when the Next Service App is open. Closing the app at the end of the day ensures the technician’s privacy is maintained.</p>
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Does the Next Service Mobile App report show location of Technicians after hours or weekends?

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<p>The Next Service Mobile uses NetSuite’s native functionality to compute the prices. The data is submitted to NetSuite and allows NetSuite to calculate the prices based upon quantity breaks, Customer Price Levels and Customer Item Pricing.</p>
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How does the Next Service Mobile calculate prices for items added to the Sales order and Quote?

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<p>Yes, job history is pulled into the mobile in real-time and is not available in offline mode.</p>
<p>Recording images against the job is also not available in offline mode as the large size of images would use up all the apps available cache storage. The work around is to save images into the camera roll of the device and add them to the job once connectivity is reestablished.</p>
<p>Sales Orders and Quotes will not be able to submit and return the pricing of items added to them in offline mode. This is because we use NetSuite’s Quote and Sales Order records and rely on NetSuite to compute the pricing for each added item.</p>
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Are there any aspects of the mobile that do not work in Offline Mode?

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<p>At the start of each day the technician refreshes the mobile app and gets all his/her jobs. Once the data is cached on the app, it is available for viewing by the technician. If the technician is in the country or a basement and out of Wi-Fi and cellular connectivity, they can still record their information against each job on the mobile. Once the mobile is back within connectivity the data synchs back into NetSuite seamlessly.</p>
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How does the Next Service Mobile offline mode work?

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<p>Yes, once the forms have been registered, you will have access to change order, type and number of questions shown on the mobile. We use NetSuite’s native Record functionality to create our mobile checklists. This means the data you record is saved into NetSuite in real-time and can be linked to the Customer/Asset/Job.</p>
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Can I change the fields on my mobile checklists myself?

Popular FAQs

Scheduler

<p>SMS messaging is not standard NetSuite functionality. It can be configured using a third-party application.</p>


Can technicians be notified via SMS or Text messaging when new jobs have been assigned?

<p>Once the dispatcher commits the job assignments on the scheduler, NetSuite sends email notifications to the assignees for each job. NetSuite can be configured to not send these notifications.</p>


When and how will my technicians be notified about the jobs assigned to them?

<p>The Next Service Scheduler is served directly from NetSuite, which means the scheduler has the same protection and encryption as NetSuite. You can confirm this by looking at the URL of the scheduler.</p>


How secure is my information shown and recorded in the Next Service Scheduler?

<p>White – Completed job<br />
Green – Technician is on site<br />
Light Red – High Priority job<br />
Light Blue – Medium Priority job<br />
Light Yellow – Low Priority job<br />
Dark Red – High Priority job in progress<br />
Dark Blue – Medium Priority job in progress<br />
Dark Yellow – Low Priority job in progress<br />
Grey – The Case has been closed before the Task has been completed</p>


What do the colors on the Next Service Scheduler represent?

<p>The Next Service mobile allows you to test out scenarios by dragging and dropping jobs to different technicians. Crews can be created and start/stop times can be adjusted. If you are not happy with the way your scenario looks, simply click the refresh button (Cloud icon with an ‘X’). If you are happy with the scenario, click the Cloud Icon to save.</p>


How can I test out different scheduling scenarios?

<p>Next Service shows you all the information need to be able to effectively schedule, including non-working days and time booked off. There are always situations where the need to assign work on weekends or during time booked off is required, so Next Service gives the dispatcher or administrator the freedom to decide whether to book the technician during these periods.</p>


Why can I still assign jobs to technicians on days marked as vacation, personal time, or on non-work days such as national holidays and weekends?

<p>Days can be denoted as non-working days using NetSuite’s Employee Calendar or the Next Service Non-Working Day record.</p>


Can I block off non-working days and times for technicians?

<p>Yes, this is a configuration open. Please discuss with your Next Service Consultant.</p>


Can I change the hours shown on the Next Service Scheduler?

<p>Next Service support NetSuite’s native Work Calendar functionality when this feature is enabled. If it is not enabled, Next Service has a custom solution where dates can be marked on the Scheduler.</p>


Can the Next Service Calendar show statutory holidays or other important dates for our company?

<p>The Next Service Scheduler is very flexible and can be configured to show ANY NetSuite record that contains a populated Start and End date. Please talk with your Next Service Consultant for more details.</p>


What other records can be configured to show on the Next Service Scheduler?

Submitting a Ticket

<p>Reopen the Case or close the open Task.</p>


Case closed before the Task closed.

Troubleshooting

<p>Reopen the Project or close the open Case.</p>


Project closed before Case closed.

<p>Next Service has automations to create Tasks automatically from Cases and PM Projects and does not support creating a Task first. Delete the Task and follow the standard job creation process shown during your training.</p>


I created a Task first, but it doesn’t have any information on the Next Service Mobile.

<p>Check the following conditions:</p>
<p>a. The Assigned Employee not inactive<br />
b. The Customer record is not inactive<br />
c. The Next Service Asset record is not inactive<br />
d. The job has a Project, Case and Task record that are all not inactive.</p>


The Case won’t close, or the Sales Order is not created or updated upon job completion.

<p>Check that the Customer on the Project is the same as the Customer on the Next Service Asset.</p>


How can we help?

Support Categories

Billing & Transactions

Deployment

General

Mobile

Popular FAQs

Scheduler

Submitting a Ticket

Troubleshooting

Billing & Transactions

Does Next Service use quantity discounts set on Item records in NetSuite?

When inventory items are added from the mobile to a sales order, does the job/visit they were used on show?

Can I bill customers per job, or monthly?

Can I consolidate billing for a customer?

What options are available for recurring billing?

How can I decide at the job level whether Inventory, Time and Expenses are billable or non-billable?

I still need to account for the cost of Time, Inventory and Expenses at the job level even for non-billable work.

What happens to inventory, time and expenses on a non-billable job such as a Warranty Repair?

I’ve set up price levels for one of my Customers in NetSuite. Will inventory added to the Sales Order by the Next Service mobile take these price levels into account?

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