Description
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.
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.
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 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.
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.
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.
| QuickBooks Pro | QuickBooks Premier | QuickBooks Enterprise | |
Save time tracking all your financial transactions | |||
| Maximum number of simultaneous users. | Up to 3 | Up to 5 | Available in 1-10 or 30 users |
| Track sales, sales taxes, and customer payments. | |||
| Accept credit card payments right in QuickBooks. | |||
| Track time and expenses to bill clients. | |||
| Anywhere, anytime access with optional hosting | |||
| Invoice multiple customers at once with Batch Invoicing. | |||
| Set individual user permissions to control access to sensitive information. | Limited | Limited | Up to 115 different activities |
| Create customized financial reports with Intuit Statement Writer. | Accountants Edition Only | ||
| Track fixed assets such as computers and other office equipment with Fixed Asset Manager. | Accountants Edition Only | ||
| Access to product experts, unlimited technical support, and upgrades. | US-Based Experts | ||
| Online backup and protection of your QuickBooks data. | |||
| Work in two company files at the same time. | |||
| Total inventory items | 14,500 | 14,500 | 100,000+ |
| Leverage 14 predefined user roles to help you set up new users quickly. | |||
| Complete more activities in multi-user mode. | |||
Get the insights to make better decisions | |||
| One-click financial, sales & tax reports. | |||
| Import data from Excel, Quicken, Microsoft Office Accounting & prior QuickBooks versions. | |||
| Download or import your bank & credit transactions into QuickBooks. | |||
| Get a consolidated view into your business with Company Snapshot. | |||
| Industry-specific reports, sample files, menus & chart of accounts. | |||
| Track and follow up on sales leads with the Lead Center. | |||
| See all your key customer information at a glance with the Customer Snapshot. | |||
| Track international sales & expenses in multiple currencies. | |||
| Forecast sales & expenses. Easily create a business plan. | |||
| Consolidate reports from multiple company files. | |||
| Create custom reports with ODBC-compliant applications using a direct connection to the QuickBooks database. | |||
Efficiently manage inventory and pricing | |||
| Track & manage inventory & create purchase orders | |||
| Set and manage inventory reorder points. | |||
| Easily find and locate inventory tasks all in one place with the Inventory Center. | Attach Inventory Images | ||
| Manage inventory using bin location tracking, bar code scanning, serial number or lot tracking, FIFO costing and multiple location inventory. | |||
| Control, customize and automate your pricing right inside QuickBooks. | |||
Field Service Management ES is a web-based SaaS (software as a service) product that works seamlessly with the QuickBooks Enterprise Solutions software on your desktop or mobile device.
- No client or server software to install or maintain
- No need to buy additional hardware or servers — instant scalability
- Lower initial costs due to the monthly subscription model
- Significantly shorter deployment times get you up and running in days, not weeks
- Accessibility to the application from any Internet-connected computer
- Always up-to-date with the latest features at no extra charge
- No need to maintain a labor-intensive patch and upgrade process
- Reduced reliance on IT staff for software support
The Service Manager/Dispatcher role requires the following for the desktop/laptop environment:
- High speed Internet connection
- Microsoft Internet Explorer 7 or higher
- Firefox 12 or higher
- 1024 by 768 Screen Resolution
- At least 1.6 GHZ processor
- 1 GB RAM
- 1 GB available hard-disk space
The QuickBooks Administrator role requires the following in order to sync between IFSM and QB:
- High speed Internet connection
- 1024 by 768 Screen Resolution
- QuickBooks Enterprise Desktop Software 10.0 or later running on Microsoft Windows Vista Business 32 or 64 bit, Vista Ultimate 32 or 64 bit, Windows 7 Business 32 or 64 bit, or Windows 7 Ultimate 32 or 64 bit. Windows Vista “Home Edition” not supported; Windows 7 “Home Edition” not supported.
- At least 1.6 GHZ processor
- 1 GB RAM
- 1 GB available hard-disk space
The field technician using our Mobile App needs:
- Data network connection
- Apple devices
- Android devices
- Blackberry devices with physical keyboards
- Windows Mobile devices running v5, v6, v6.5
Intuit is committed to keeping customer data safe and secure. All of our SaaS applications offer the highest possible levels of:
- Data redundancy
- Physical data center security
- Network security initiatives
- Application security
- Operating system security