Introduction
Parts Visibility feature is designed to empower technicians by providing real-time access to inventory data directly from the field. This feature allows technicians to check the availability of parts, identify nearby Inventory Locations, and obtain directions to those locations.
This guide will walk you through the functionality, usage, and benefits of the Parts Visibility feature, enabling you to streamline operations and enhance customer satisfaction.
Note: NetSuite integration required
This feature is only available for accounts integrated with NetSuite using the FA4NS Connector.
If you use a different inventory management system which you would like to connect to FieldAware, please contact support@fieldaware.com to discuss options.
Key Benefits
Increased Efficiency: Technicians can find parts quickly and complete jobs in one visit, reducing the need for follow-up appointments.
Improved Customer Communication: Real-time inventory visibility allows technicians to set accurate expectations with customers regarding part availability.
Cost Savings: By displaying parts information directly within the FieldAware system, companies can avoid the cost of additional NetSuite licenses.
Enhanced Professionalism: Technicians gain more autonomy and confidence in their work, improving their interaction with customers.
Feature Overview
Accessing Parts Visibility
Navigate to the Job: When on-site, open the job you are working on within the FieldAware application.
Go to Tasks: Inside the job, proceed to the task section where work details are recorded. This includes custom field data, photos, videos, and parts used during the job.
Lookup Item: Click on the new “Lookup Item” button to access a list of inventory items.
Using the Lookup Item Functionality
1. Search for Inventory Items:
- Upon tapping “Inventory Lookup,” a list of inventory items from the inventory management system (NetSuite) will appear.
- Use the search bar to type the name or part number of the item you are looking for.
Tap Inventory Lookup
Results screen showing Inventory Items in the business
2. View Inventory Details:
- The system will display all locations where the item is in stock along with the available quantities.
- The list will include information on the distance from your current location to each inventory site, allowing you to choose the most convenient option.
3. Sorting Options:
- Sort the inventory list by different criteria such as nearest location, location name, or quantity (low to high or high to low).
4. Get Directions:
- Select an inventory location to view detailed information, including the address.
- Click on “Get Directions” to open your preferred mapping application (Google Maps, Apple Maps, or Waze) and navigate to the location.
Customization and Settings
Mapping Preferences
Choose Your Mapping Application:
The first time you use the mapping feature, the app will prompt you to select a default mapping application from those available on your device.
This setting can be updated later in the application preferences.
Feature Availability
NetSuite Integration:
The Parts Visibility feature currently relies on an integration with NetSuite.
This integration must use the FieldAware FA4NS connector
To enable Parts Visibility, please contact support@fieldaware.com or your account manager and one of our team will be very happy to walk you through the setup.
Conclusion
The Parts Visibility feature is a valuable tool for technicians and businesses, improving the efficiency of field operations and customer satisfaction. By providing seamless access to inventory data and navigation tools, this feature helps ensure that jobs are completed faster and more professionally.
Feedback and Inquiries
For further information, please contact your FieldAware account manager or support@fieldaware.com.