We are new users to NetSuite, our service departme...
# general
m
We are new users to NetSuite, our service department schedules all work in the system related to customer needs. These needs can range from Installations, Machine commissioning, Preventative Maintenance, Training, Warranty, Value added visits, Breakdowns, and Call backs. We need to see an overview of the work required to be performed in the system so we can schedule it, reschedule based on incomplete work and close out of the system. What would the best way be to accomplish this with one single search. Below is an example of what we need: Address Date Entered Due date Preferred Technician Equipment to be Serviced Description of work Parts are received (Y/N) Quoted hours Status Type of Service Priority Sales rep
p
I would look into the support case functionality in NetSuite. You can customize the fields for support case management and e-mail requests into NetSuite