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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:-

Collecting money from customers (debtors) is critical to maintaining good cash flow. While Maintenance Essentials has a standardised process, every customer and each debt must be considered on its own merit.

Purpose

To collect outstanding debts by owed by customers and inform internal stakeholders of potential risks.

Who is responsible

Debt collection is ultimately the responsibility of the company accountant. however this person may nominate other people to carry out specific tasks.

Communication

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 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

ME Accountant - training queries

1. When creating ABA files why is there no alert to say that this customer has no banking details recorded
2. Bank Reconciliation. If you perform a bank rec to a given date and there are carried forward outstanding items why do we have to back date to pick them up
3. The GST reports are sub standard. Why isn't there standard reports on codes and summary reports
4. Custom field called Trading Name, and cannot Global Search on it

Netsuite - Identified Training Queries

Maintenance Essentials users are assigned a job specific User Role. Training needs will arise as you use Netsuite day to day. We encourage you to log and describe your needs here. This will allow other users to be aware of them and allow support staff to provide updates.

Accounting Related Features - Vsn 2008

The following upgraded features in Version 2008, may be of potential interest to staff who have administrative/accounting User Roles e.g. ME Bookkeeper, ME Accountant

1. Tax Calculation Rounding Settings
2. extra controls for editing Transactions in Closed Periods
3. Customer deposit enhancements, showing the balance of open deposits and refunding deposits
4. Inter company allocation schedules (journal transfers at month end)
5. 6 new reports in Revenue Recognition reporting

An attachment on upgraded features is attached. (PDF)

Netsuite Periodic Software Upgrades

Periodically there are upgrades made to the version of Netsuite we use. Typically these version upgrades are preceded by a period of testing and review. In order to minimise any disruption to users, when an upgrade is scheduled to take place, it will normally occur over a weekend. (e.g. often a Saturday night).

After an upgrade there are often a number of new features made available. Netsuite supports users by making available training documents on these new features for download in PDF format.

The objective of this policy is to provide a work environment that is free from sexual harassment. To ensure that all employees are educated in the prevention of sexual harassment and to recognise the behaviours that may constitute sexual harassment.

This policy is applicable to all employees, contractors, service providers, visitors and guests when they are engaged in Maintenance Essentials activities.

Maintenance Essentials has negotiated Key Customer Pricing (KCP), staff incentives and special finance options with Apple and their partner Computers Now for the benefit of all employees and families.

Code: – EPM – Emergency Procedure Manual
Code: – EPMU - Emergency Procedure Manual Up-Grade

Frequency: Assess annually (or when required).
Location: Clients Site or as organised.

Description:
Emergency Procedure Manuals are a requirement for every business under Australian Standards 3745 and the current OH&S Guidelines and each individual respective Industry Guidelines.

Maintenance Essentials seeks to provide the most reliable and cost effective essential safety measures maintenance in the industry. Guaranteed! We do not discount our services to provide the cheapest price because we know that cutting corners for economic reasons can compromise compliance with statutory requirements.

The Building Code of Australia (BCA) is produced and maintained by the Australian Building Codes Board (ABCB) on behalf of the Australian Government and each State and Territory Government. The BCA is a uniform set of technical provisions for the design and construction of buildings and other structures throughout Australia whilst allowing for variations in climate and geological or geographic conditions.

General
Manuals are to provide concise descriptions, technical details, operating and maintenance instructions and schedules, commissioning records, log books, catalogues, principles of operation, method of operation and other information that will enable the on-going operation and maintenance of the fabric, services, plant and equipment.

Entry form changes

In order to create a case in Netsuite a default 'entry form' is used. This entry form is continually re-evaluated in light of user feedback and ease of entry. Should a change be made, this change can take the following forms. e.g.

• Existing fields may re-arranged on the form.
• Dropdown lists may be changed for a particular field on the form
• New fields may be introduced or deleted
• Help descriptions may be modified and updated
• Hyperlinks may be included, which link to related records

The Human Resources Manual and associated company policies and procedures help promote the Vision and Mission of Maintenance Essentials. This manual has been compiled to assist employees by providing detailed information in relation to conditions of employment and other employment matters.

Australian Institute of Hotel Engineering

Australian Institute of Refrigeration Air Conditioning and Heating

Maintenance Essentials is committed to encouraging consultation and co-operation between supervisors and employees. For this purpose, it has established an Environment, Health & Safety Consultative Committee. Employees are nominated by their peers to be representatives of this committee and participate in the review of matters that promote the environment, health and safety.

Safety is the concern of all employees and, in addition, certain groups within Maintenance Essentials have specific responsibilities as follows;

Supervisors/Managers (any person who controls or directs others)

Supervisors are required, in association with appropriate personnel and the Environment Health and Safety Committee, to formulate and promulgate specific safety rules for activities conducted within areas under their control.

Employees

Maintenance Essentials recognises its obligation to take all reasonable precautions to provide and maintain so far as is practicable, an environment that is safe and without risks to health for employees and visitors.

This policy outlines the nine key safety and environment objectives of Maintenance Essentials necessary to provide a safe work environment.

Abstract

Items are the goods and services you sell to customers, and the parts and raw materials you purchase from vendors. They can also include line items on sales and purchase forms, like descriptions, discounts and miscellaneous charges.

This documentation writer's guide covers overall considerations for contributing and editing the company operating handbook. This includes topics such as hierarchical organisation, editing existing vs. adding new pages, page length, author block, and page weight.

The purpose of these guidelines is to make the handbooks more consistent and usable, particularly the navigation. These guidelines, though written mainly for documentation maintainers, will also be useful for all documentation contributors, who submit issues and can add pages.

Background

Letter templates are Microsoft Word documents you create to use in mail merge operations. Letter templates are used to generate personalized letters that you can print using Word and then mail to those you do business with.

Letter templates are created outside of NetSuite using Microsoft® Word and then uploaded to the Letter Templates folder of your file cabinet.

Letter templates can contain CRMSDK tags that refer to specific information in your NetSuite data.

Maintenance Essentials aims to provide its employees with a healthy work environment.

It is company policy to prohibit smoking in all closed areas of the workplace. This policy covers all areas that are not directly exposed to the open air such as offices, workshops, foyers, lunch rooms, restrooms, kitchens, corridors, vehicles, equipment, etc.

It is the policy of Maintenance Essentials to review the credit worthiness, cash flow implications, risks and other factors before we extend credit to prospects.

To support this prospects are required to complete a credit account application form and must read and acknowledge our Standard Terms & Conditions of Trade.

A NetSuite role is a set of permissions that lets customers, vendors and employees access specific areas of your data. You assign roles on customer, vendor, partner and employee records.

A certificate of electrical safety must be purchased for all electrical installation work and issued at the completion of that work. There are three types of certificate:

Welcome to the first day of your induction and probation, this is a self paced program, intended to assist you to integrate into Maintenance Essentials quickly and efficiently. Your participation in this program will be supported with the assistance of a Mentor and reviewed by the Probation Review Group.

On your first day you will be required to bring the following items;

Maintenance Essentials has a strict protocol on how to answer a telephone. Consistency is the goal across the company. No matter who is calling the following scripts must be used;

There are a few required forms necessary for all employees to complete these include;

All new employees are required to complete an employment application form. This form is used to collect important information about new employees such as;

• Name & contact details
• Emergency contact
• Banking details
• Tax file number
• Superannuation fund details
• Uniform requirements (size, type, etc)
• Personal Protective Equipment (PPE) requirements

The form should be filled as soon as possible after the employee has accepted the position.

Locations are used in NetSuite to define the physical location of an employee, office or warehouse. This is a required field on most transactions enables you to track and report on information about employees and transactions for offices or warehouses.

Departments, also known in some industries as Cost Centres are categories in NetSuite you create to separate and track records such as financials, transactions and employees. For example, you can create a department for each team of employees dedicated to a certain area of business, and then track income and expenses by each department over any given period of time.

Departments are listed on transactions and can be useful to designate transactions and employees as part of an internal team. You can create a department for each team of employees dedicated to a certain area of business, and then track income and expenses by each department over any given period of time.

Video tutorial on how to replace a fire alarm Manual Call Point (MCP).

Video tutorial on how to replace a defective gasket on a fire hydrant milcock.

Welcome