Partner Spotlight Webinar with Shepherd CMMS

Shepherd CMMS is 100% native NetSuite solution for field inventory and maintenance management, or a wide range of industries. Shepherd is proud to count many of the world’s largest water utilities, mining operations, power plants, boiler and printing operations in the US, South America, Asia and Europe as clients.

Shepherd offers several functional modules covering Field Service Management, Maintenance, Equipment Rental, and Health, Safety & Wellness. Coming in Spring 2022, based upon customer demand, a Support Desk for remote case management using the NetSuite case record will be released.

Shepherd CMMS was awarded Oracle/NetSuite’s 2021 SuiteCloud International Partner of the year for their rapid evolution and commitment to helping clients using NetSuite ERP optimize their field service and maintenance operations in innovative and customer-centric ways.

“As a native application, [Shepherd] is reading and writing all our data to your NetSuite database where it lives,,” says Don Finnegan, CEO at Shepherd CMMS.

All the Functionality Required to Run a Business

100% Native to NetSuite

No integration needed. One database, one platform, one user experience and set of analytics.

Granular Scalability, Reliability, Redundancy/Backup, Security

Build for NetSuite (BFN)

NetSuite is the only on-demand platform that combines financials/ERP, CRM and ecommerce into a single system. It’s the perfect platform for creating targeted, valuable business applications like Shepherd CMMS

Fully Customizable

NetSuite’s platform allows you to create what is best for your business. If you need automation, business specific process flows or additional info, it is easy to configure.

Work Order Management, Asset Management, Customer Management and Equipment Rental functional summaries:

The Shepherd application reads and writes information directly from your NetSuite system, bringing financial, inventory, and resource information to your mobile device.

“We’ve done quite a bit of work in the NetSuite project management space, and the Shepherd CMMS resource allocation and scheduling tool set are much more elegant than most of the applications out there”, says Doug Borcherding, CRO at Meridian Business, LLC.

Key equipment records for service and maintenance functions:

• The Equipment record is a custom record that describes a specific serviceable machine or item, for Shepherd’s purposes.
• System setup allows you to choose if Equipment records are created automatically or by an infleeting process. Infleeting enables automatic Equipment creation from Inventory item when Sales Order is fulfilled, or when Purchase Order is receipt.
• Equipment can also be modeled manually by a technician in the Mobile App
• Shepherd allows you to build up versatile rules and regimes for your PM services and maintenance activities
• Equipment records can also be the object for rental
• NetSuite Fixed Asset Management items can be linked to Equipment records.

Shepherd’s mobile app puts ERP in your technician’s back pocket with time tracking, service reporting, customer signatures, service history, and parts used capabilities.

Shepherd CMMS has provided a product DEMO within this webinar presentation that you can view here:

Shepherd CMMS has provided a product DEMO within this webinar presentation that you can view here: