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AR Post: Accounts Receivable Management for NetSuite

ServiceTrade for NetSuite

Status: Unverified

ServiceTrade is the software platform for commercial mechanical and fire contractors that grows profit by improving operations, technician productivity, sales success, and customer loyalty. Our integration with NetSuite improves accuracy, eliminates double data entry, and speeds up collections.

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Description

Improve Accuracy

With faster, automatic data entry between NetSuite and ServiceTrade means fewer mistakes to deal with at the end of each period. Customers, items, pricing, and contracts sync to ServiceTrade, and jobs, clock-in and clock-out events, and invoices sync from ServiceTrade to NetSuite for accurate customer and job information.

Key Benefits

Stop reentering the same data across multiple systems with a seamless integration. Data like customers, items, price levels, contracts, and job information sync between ServiceTrade and NetSuite, so you don’t have to key it in twice.

Speed Up Collections

Reduce days sales outstanding with faster accounting and faster collections. Invoices and payments sync between ServiceTrade and NetSuite for quicker turnaround times.

FEATURES

Improve Service and Project Operations

  • Streamline processes for managing service agreements and project work.
  • Easily schedule and dispatch technicians and ensure they have the parts they need.
  • Centralize your data so everyone works faster and more accurately.
  • Gain visibility and control with dashboards and reports that cover every aspect of your business.
  • Integrate operations with NetSuite to reduce overall administrative burden.

Set Technicians Up for Success

  • Schedule and dispatch based on skill set and work priority to make the most of each tech’s day.
  • Give techs the work details and equipment history they need to make good decisions.
  • Guide techs through tasking, filling out forms, and logging equipment issues to avoid mistakes.
  • Make it easy for techs to accurately record parts and labor for timecards, job costing, and invoicing.
  • Capture customer signature to confirm the work.

Sell More Service Agreements and Win More Projects

  • Find and win more profitable pull-through work.
  • Plan more of your work further in advance to control labor, parts, and cash flow.
  • Easily create profitable proposals with templates and workflows that set the right services and pricing.
  •  Streamline and measure the entire sales process from proposal to invoice.
  • Send professional proposals online with good-better-best options and electronic signature.

Grow Profitable Customer Loyalty

  • Offer a modern experience that’s convenient for the customer.
  • Build customer trust with rich, real-time updates from the start to finish of each job.
  • Provide customers with an on-demand online portal to access their records.
  • Send quotes, change orders, and invoices that customers can conveniently approve and pay online.
  • Show customers your great work to accelerate collections and reduce disputes.