Intuit Field Service Management: Scheduling and Dispatching for QuickBooks
Get more work done, get paid faster, and do payroll better! Optimized for HVAC, plumbing, electrical, and repair. Paperless, cloud-based software and FREE mobile app work together seamlessly with QuickBooks Online and QuickBooks Desktop Pro/Premier/Enterprise.
What’s Inside?
- 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
- + More!
Get More Done
Go paperless! With Field Service Management and our FREE mobile app, you can trade in your clipboards for Apple and Android phones and tablets — so you control processes and information better. That means immediate information on work orders and technician schedules as well as fast rescheduling.
Shuffle Schedules Quickly
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.
See What’s Going On
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.
Equipment Service Data Improves First-Time Fix Rate
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.
Schedule Efficiently with GPS and Mapping
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.
Get Paid Faster
Get Paperwork Out of Your Way
Capture photographs and customer signatures 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. All of it adds up to FAST, ACCURATE invoicing and same-day payment. More: Billing & Mobile Payments
Track Inventory Used In The Field
Intuit Field Service Management seamlessly integrates with the Advanced Inventory module for QuickBooks Enterprise Edition so you can track inventory usage by your field technicians. Bill in real time for all inventory used on site!
Even more: Preventive Maintenance Service Agreements module optional
Do Payroll Better
Even more: Time Card module optional
