Intuit Field Service Management for QuickBooks
Field Service Management - Syncs seamlessly with QB
Scheduling and Dispatching for QuickBooks
Get more work done, get paid faster, and do payroll better! Paperless, cloud-based software and FREE mobile app work together seamlessly with QuickBooks Online and QuickBooks Desktop Pro/Premier/Enterprise.
Your Enterprise subscription comes with one user of Intuit Field Service Management. You can integrate the system with QuickBooks and self-assign work orders.
For pricing on over 40 users, please call 231.670.4156 or schedule a consultation.
Fast Scheduling and Dispatch
Scheduling (or rescheduling) work orders couldn’t be easier. Field Service Management gives dispatchers a dashboard-full of information, including each technician’s work orders, geographic location and status. Reassignment and reschedules are fast.
When a tech runs late, simply drag and drop the work order to assign a new one. Keeping your team members as productive as possible, both in the field and in the office, is key to your profitability.
Smart Work Order Management
With Field Service Management, you know what each technician is working on, the work status, job duration, arrival time, travel time and hours clocked. Clicking a work order title opens up all job details. Filter your Calendar and List View to show just the info you need.
Dispatchers can open work orders to fully understand each job and update work orders in real time saving technicians from returning to a job because of an incomplete work order.
Customer and Equipment Service History
Store all the customers, contacts and equipment information you need all in one place so you can do the job right the first time. Before a job in the field starts, your technicians know the equipment service history. Information at their fingertips means their first-time fix rates are better and customers are happier. Capture equipment photos each time your technician is on location.
Mobile GPS for Location Tracking and Mapping
Intuit Field Service Management integrates with Google Maps to show you where your techs are, and helps your techs find customer sites easily - no more getting lost! Easily shuffle each person's work schedule to minimize travel time and get more done each day.
Wireless Work Orders
With Intuit Field Serive management, you can trade in your clipboards for cell phones, tablets, and PCs. You control processes and information better.
That means immediate information on all your work orders and technician schedules as well as fast rescheduling. And, your technicians clock more job time and less travel time.
Invoice in the Field
Make your parts catalog and price list available to your field technicians with Intuit Field Service Management. Then as they close a work order, they can find and add parts to the invoice. Because your parts list syncs with QuickBooks, your technicians will always have up-to-date pricing.
Get Paid Immediately
Using mobile payments, your technicians take payment on-site and get paid instantly. There's no waiting, no double entries and no smudged credit card numbers. Increase your cash flow and reduce the effort it takes to get paid.
Intuit Field Service Management work with QuickBooks and QuickBooks Merchant Services so there's no double-entry. Together they record payments as they happen and match work orders with invoices. Saving your office time and money.
Preventive Maintenance / Service Agreements
Do you have customer contracts who need periodic service over a length of time? With the Preventative Maintenance / Service Agreement add-on module with Intuit Field Service Management you can track contract terms, equipment, schedules and pricing to ensure your contracts are easily fulfilled.
Also, your preventive maintenance work orders are auto-created and easy to schedule right alongside your current work orders.
Time Card Add-On Module
Eliminate time card errors and validate the technician's location with easy-to-use time cards on each field technician's mobile phone. Your technician will clock-in and clock-out on their mobile device. Never wait for time cards to come in again, because they transfer into QuickBooks Pro, Premier and Enterprise*.
Intuit Field Service Management with time card add-on module creates GPS-stamped "when" and "where" for each time card, so you spend less time reviewing and approving them.
*This feature is not available with QuickBooks Online.
QuickBooks Integration
Intuit Field Service Management integrates with QuickBooks Pro, Premier, Enterprise, and QuickBooks Online.
Track truck and warehouse inventory through QuickBooks Enterprise's exclusive Advanced Inventory integration. When you set up Advanced Inventory to manage truck inventory, inventory placed on an invoice is reduced in the invoice synchronization process, eliminated the need to reconcile later.
*QuickBooks Enterprise and Advanced Inventory sold separately.
