An integrated scheduling and dispatching solution for field technicians using QuickBooks.
Intuit Field Service Management is software designed to simplify the operations of field service businesses, including electricians, HVAC repair services, and plumbers. It enhances control over various aspects, such as 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 provides dispatchers with a dashboard full of information, including work orders, technician locations, and status updates. Keeping everything in one place also makes reassigning and rescheduling tasks 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 rescheduling easier. When a tech needs a change, simply drag and drop the work order to assign a new one.
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.
Store all the customers, contacts, and equipment information in one place so technicians know the full equipment service history while in the field.
Capture photographs and customer signatures electronically while in the field. Track technician inventory usage. Process payment in the field with QuickBooks Merchant Services integration. When the job is done, get job information and approvals back in the office immediately.
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.
Number of Users | Price Per User |
---|---|
1-10 | $35/user/month |
11-40 | $31/user/month |
41-101 | $28/user/month |
After reaching out to Quickbooks support for help with our field activity, they advised we add on the Field Service manager and their time app. We did as advised but are unhappy with the cumbersome workflow we now have. We have a great deal of redundancies and manual processes. A major issues is the inability to add our mark-ups to material. We also have trouble tracking material for the day, not able to process material pulled and those items purchased. I have mutiple steps to make sure all expenses are accounted for on one invoice.