Accurate Parts and Pricing for Efficient, Fast Invoicing

Make your parts catalog and price list available to your field technicians with 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.

Mobile Payments Get You Paid on the Spot

Using mobile payments, your technicians get “cash on delivery” and you bank your money 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. Cut out invoicing steps in your office, because Field Service Management, QuickBooks, and QuickBooks Merchant Services all talk to one another. Together they record payments as they happen and match work orders with invoices.

Get Paid Faster and Eliminate Double Data Entry

Field Service Management talks directly to QuickBooks, so you can generate invoices the instant your tech closes a work order including the correct Class — without shuffling paper. Never leave money at the job site again. When your technicians capture time and parts at the worksite, your billing is more accurate.

Track Inventory Used by Technician or Truck

Field Service Management works seamlessly with QuickBooks Enterprise Advanced Inventory to allow you to track the inventory items on each of your trucks in the field.

Email receipts from your mobile device

The Field Service Management app allows you to email completed work orders and payment receipts directly to your customers from your mobile device.

Watch this video to see the technician complete the work order, create an invoice, and take a payment on an iPad.