Intuit Field Service Management
An integrated scheduling and dispatching solution for field technicians using QuickBooks.
Product Overview
Intuit Field Service Management is a software aimed at simplifying the operations of field service businesses including electricians, HVAC repair services, and plumbers. It enhances control over various aspects like people management, customer interactions, cash flow, and overall costs. A key aspect of this software is its integration with QuickBooks accounting software to balance real-time financial and field service data.
Intuit Field Service Management also empowers dispatchers with a dashboard full of information, including work orders, technician locations, and status updates. It also makes reassignment and rescheduling of tasks easier by keeping everything in one place.
Pros
- Integrates with QuckBooks Online and Desktop products
- Offers customizable functionality
- Allows technicians to charge customers at the jobsite
Cons
- Users have reported issues with QuickBooks synchronization
Target Market
Small to mid-size electricians, HVAC repair services, plumbers, and similar businesses, especially those already using a QuickBooks product for accounting and financial management.About Intuit Field Service Management
Features
- Smart Work Order Management
- Fast Scheduling and Dispatch
- Customer Service History
- Equipment Service History
- Real-time Mobile Dispatching
- Mobile Payment & Signature Capture
- Time Card Integration
- Inventory Integration
- Mobile GPS for Location Tracking and Mapping
- Invoicing and Payroll Integration with QuickBooks
Benefits
Shuffle Schedules Quickly
Scheduling (or rescheduling) work orders couldn’t be easier. Field Service Management gives dispatchers a dashboard full of information, on each technician’s work orders, geographic location and status to make scheduling and resheculing easier. When a tech needs change, simply drag and drop the work order to assign a new one.
Gain Visibility
See what each technician is working on, the work status, job duration, arrival time, travel time and hours clocked. Filter by Calendar and List View to show job details
Equipment Service Data Improves First-Time Fix Rate
Store all the customers, contacts and equipment information in one place so technicians know the full equipment service history while in the field.
Minimize Paperwork
Capture photographs and customer signatures electronically while in the field. Track inventory usage by technician. Process payment in the field with QuickBooks Merchant Services integration. Get job information and approvals back in the office immediately when the job is done.
Track Inventory in the Field
Intuit Field Service Management integrates with the Advanced Inventory module for QuickBooks Enterprise Edition so users can track inventory usage by your field technicians. Bill customers in real-time for all inventory used on the job.
Product Overview
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