Intuit Field Service Management

Overview

Connect your office and service technicians so you can schedule more jobs and get paid faster.

Eliminate bottlenecks so that you can get paid faster.

QuickBooks Integrated

Works seamlessly with QuickBooks Enterprise Solutions to keep your financial and field service data totally in sync.

Better Controls

Intuit Field Service will simplify your business giving you better control over your people, customers, cash flow and costs.

Grow Your Business

Worry less about work order status, technician productivity and receivables and focus on growing your business.

Features

Mobile Payments

Integrated, mobile payments get you paid on the spot and eliminate accounting errors and double data entry.

Enhanced Reporting

Powerful reporting features that are industry specific help you manage your processes and your bottom line.

Mobile Work Orders

Trade in your paper work orders and clipboards for mobile devices so techs clock more job time and less travel time.

Easy Scheduling

Shuffle and route technicians on the dashboard quickly and efficiently with GPS and mapping capabilities.

Features that help you sync your office and field techs together.

Seamless integration to your QuickBooks Enterprise

Worry less about work order status, technician productivity and receivables. Intuit Field Service Management ES simplifies your business and gives you more control over your people, customers, cash flow and costs. It eliminates paperwork and paper bottlenecks from work orders to invoices — so you can get paid faster. In addition, because it works seamlessly with QuickBooks Enterprise Solutions to keep your financial and field service data totally in sync.

Track workers and locate sites

Scheduling work orders and tracking technicians couldn’t be easier. Intuit field Service Management ES gives dispatchers a dashboard-full of information, including each technician’s work orders, location and status. The integration with Google Maps allows you to track your workers and locate customer sites easily and reassignment and reschedules are fast. If a tech runs late, simply drag and drop the work order to assign a new one.

Store past equipment service data

Store all the customers, contacts and equipment information you need to 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.

Wireless work orders cut your paper hassles

Break through the paper bottleneck. With Field Service Management ES, you can trade in your clipboards for cell phones and PDAs — so you control processes and information better. That means immediate information on work orders and technician schedules as well as fast rescheduling. And, your technicians clock more job time and less travel time.

Get paid from customers 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 ES, QuickBooks Enterprise Solutions and QuickBooks Merchant Services all talk to one another. Together they record payments as they happen and match work orders with invoices.

Requirements