NetSuite

Netsuite Key Performance Indicators, or KPIs, shape our raw data into critical business metrics that we can see right on our dashboard in the formats we choose.

Netreturn (via Deb Reidy) has shown us their Consultant Utilisation Summaries, which Management display on their dashboards. These summaries are in a table format, with column headers titled Consultant, Avail Hrs to Bill, Timesheet Hrs, Billed Hrs, % utilisation and GAP.

As was evidenced by time focus on Netsuites 'Invoice Billable Customers', the best way for us to manage the following are essential to our daily business operation:-

1. Job Costings
2. Job Invoicing
3. Job Profitability

The other issue discussed with Deb on the day was the ability to track and review Technician Utilisation as a management KPI. see here for more on this... http://www.testedgroup.com/book/training/management-kpi-technician-utilisation-percentages

The following is a more detailed treatment of the above

NetSuite (service) item codes for labour;

Internal Labour Codes

LABBH

Labour, Business Hours

LABAH

Labour, After Hours

LAB-SC

Service charge, covers the administrative cost of performing a service

Subcontractor Labour Codes

LABBH-SC

Labour, Business Hours - (Subcontract)

LABAH-SC

Labour, After Hours - (Subcontract)

See attached

You can bulk invoice customers for billable expenses, items and time when you use the Transactions>Customers>Invoice Billable Customers feature. Bulk billing can decrease the time you spend billing customers.

For each transaction you mark as billable, an invoice is created using your preferred invoice form. The Results page lists all invoices created in this bulk process.

There are time saving benefits for administrative staff at Maintenance Essentials in deploying this feature of NetSuite.

Issues needing clarification include:-

To assist staff managing cases in progress, a saved search called "Open Cases in Progress" has been created. This search view is colour coded to assist users in visually assessing the priority of each open case.

Administrator - Training Queries

1. How to automate the emailing of statements to Customers on a monthly basis
2. How to enable vendors to update their insurance details online (if possible?) - this should be integrated into a scheduled email system
3. Invoice billable customers - our approach - timesheet consolidation, best practice, PO and Item Groups - see further info here http://www.testedgroup.com/book/training/invoice-billable-customers
4. General 'health' check of how we use Netsuite

ME Bookkeeper - training queries

1. One problem about Netsuite is once a job has been set up, the customer cannot be edit.

ME Business Manager - training queries

1. Configuring Dashboard with user specific monthly revenue reports by Class

ME Tech Support - training queries

1. Purchase Order: search for a particular PO using the JC for which it was created
2. Item List: to be able to search for items using a part of the item description .e.g. fire doors should be able to list all items containing these words within the description