Keep Solar Projects on Track with Field Service Management

SolarSuccess + Field Service Management by Blu Banyan gives you - On-time scheduling synced with the project timeline - Seamless alignment between field and back office teams - Real-time inventory & van stock tracking for fewer truck rolls - Smarter dispatch & scheduling with skill-based technician assignment Keep reading to find out more.

Accurate project timelines. Smooth permitting and inspections. Seamless system installations that work as expected from day one. Successful field service operations rely on your team’s ability to manage every detail precisely. After all, customers count on your team to deliver high-quality results through every stage of the job—and your company’s bottom line counts on you to execute efficiently.

Field service businesses trust NetSuite Field Service Management to streamline operations, improve dispatch efficiency, and enhance service delivery. This all-in-one platform brings your ERP and field operations together, efficiently aligning every schedule, work order, technician assignment, and field resource to improve productivity and real-time visibility of your teams.

With field service management tools designed to eliminate delays and miscommunication, you get:

  • A drag-and-drop scheduler that simplifies job assignment and scheduling, making it easy to match technicians to jobs based on skills, location, and priority.
  • Mobile-friendly tools for techs to access job details, track parts, log work, and submit expenses from anywhere.
  • Inventory management for full visibility into truck stock, so you can make sure parts are available for first-time fixes to minimize secondary truck rolls.
  • Automated billing that generates accurate invoices based on work completed and inventory used.
  • Asset management to track customer assets throughout their lifecycle, including performance, warranties, and maintenance calls.

Blu Banyan can help any field service company get started with NetSuite Field Service Management—or extend its capabilities with customizations tailored to your operations. Whether you need a full implementation or specific filters, job types, and project details added to your schedule board, we align your platform with the way your team works.

In addition, Blu Banyan offers a complete solution for solar companies that are looking to optimize resource scheduling and streamline field operations.

Field Service That Powers Profitable Solar

For solar companies, small inefficiencies lead to big consequences for project costs. Misaligned scheduling, inventory discrepancies, and inefficient work order management drive up costs, delay timelines, and shrink margins.

It usually comes down to one thing: your scheduling, inventory, and work order tools aren’t talking to each other.

That’s why Blu Banyan offers a seamless SolarSuccess + Field Service Management integration—so your solar ERP and field operations finally work as one.

Let’s say an electrician gets tied up longer than expected on a complex job. Another qualified electrician, just a few blocks away, finishes early—but the dispatcher doesn’t know. The next job is delayed, and your backlog grows.

SolarSuccess + Field Service Management solves this with intelligent, real-time scheduling tools:

  • Automatically synchronize field and back office tasks for complete alignment between your project management, accounting, dispatch, and field teams.
  • Keep projects on schedule by enforcing the project timeline for field task assignments.
  • Match the right techs to the right jobs using smart filters for skills, location, and job priority.
  • Track inventory and truck stock in real time, so your techs show up with the right parts every time, eliminating discrepancies and costly extra truck rolls.
  • Feed every part, mile, and hour directly into your project budgets, timelines, and milestones for clear cost visibility.

Your techs show up with the right parts. Your milestones stay accurate. Your project margins improve.

This is what efficient solar field service looks like—powered by SolarSuccess and delivered by Blu Banyan.

Field Service Management gives you customizable back-office tools, including a comprehensive scheduler board, as well as a mobile app for techs in the field

From Setup to Customization, Get Exactly What You Need

Every company has unique needs when it comes to field service management software. Your dispatch team might require custom job types, advanced scheduling logic, or better filtering tools to improve efficiency. Or maybe you’re at the beginning of your journey and need a complete field service software implementation from the ground up.

Blu Banyan offers a flexible range of services to meet you where you are:

Implementation services to stand up NetSuite Field Service Management quickly and effectively

Customization services to adapt the schedule board, workflows, and field forms to fit your business

Integration with SolarSuccess for solar companies looking to unify project, field, and finance operations

Whether you’re in solar or another field-based industry, we’ll tailor the system to reflect how your team works to drive faster, more coordinated field operations.

Contact us today to take your field service operations to the next level—from the office to the field.

Illustration: Community with energy efficient buildings, solar panel array, wind turbines, trees, flowers, and people riding bicycles.