Worry less about work order status, productivity and receivables
Intuit Field Service Management 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.
What is it?
Intuit Field Service Management is a web-based solution that works seamlessly with QuickBooks. It connects your office and service technicians so you can schedule more jobs and get paid faster.
Who is it for?
Intuit Field Service Management is built for service companies with customers and technicians in the field. It works great for both small businesses or large national franchises.
Why AQB?
AQB has performed hundreds of field service implementations and was recently recognized as the nation’s leading reseller of Intuit Field Service Management (Press Release).
Subscription Pricing
Intuit Field Service Management works with QuickBooks Pro, Premier, and QuickBooks Enterprise desktop software. Subscription pricing for Intuit Field Service Management is based upon the number of login users and is completely separate from the users in QuickBooks. QuickBooks Enterprise Full Service Plan Members receive a $35 per month discount on their subscription to Intuit Field Service Management. Example: 8 users @ $35/user = $280. If Full Service Plan is active, you receive $35 per month in savings: $280-$35 = $245/month. There are no fixed contracts – upgrade or cancel anytime without penalty.
| Total # of Users | Field Service Management | Time Cards Module | Service Agreements Module |
|---|---|---|---|
| Between 1 and 11 users | $35 / User / Month | $15 / User / Month | $15 / User / Month |
| Between 12 and 41 users | $31 / User / Month | $13.33 / User / Month | $13.33 / User / Month |
| More than 42 users | $28 / User / Month | $12.08 / User / Month | $12.08 / User / Month |
| Sign Up Now | Sign Up Now | Sign Up Now |
Explore Intuit Field Service Management
Intuit Field Service Management is a web-based application designed for businesses who do service, installation, and repair work such as HVAC, plumbing, garage doors, electrical, etc. With Intuit Field Service Management you can schedule and dispatch work orders, track status, capture customer equipment service history, create invoices, take payments, capture signatures out in the field.
Shuffle Schedules Quickly
Scheduling (or rescheduling) work orders could not be easier. Field Service Management gives dispatchers a dashboard-full of information, including each technician’s work orders, 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.
Bird’s Eye View
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. You can even edit them.
Equipment Service Data Improves First-Time Fix Rate
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 Paper Hassles
Break through the paper bottleneck. With Field Service Management, 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.
Schedule Efficiently with GPS and Mapping
Integration with Google Maps allows you to track your workers and locate customer sites easily. The ability to easily shuffle work orders allows you to minimize travel time and get more done each day.
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 Enterprise Solutions, 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 Enterprise Solutions 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 Enterprise Solutions, 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 Solutions 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.
Powerful Reports Help You Manage Better
Know how your business is doing with built-in reporting tools and dashboards. Check staff productivity, revenue, work orders per technician and more. Use built-in reports or easily create custom reports on your own.
Industry Templates to Match Your Processes
Get productive quickly using industry templates that match the lingo of your business. The pre-configured workflows, field labels and language used in the application will make sense for your office and field technicians right from the start.
Time Cards Save Time and Ensure Accurate Payroll
Easy-to-use time cards on each field technician’s mobile phone eliminate time card errors and validate the technician’s location at clock-in and clock-out. Never wait for time cards to come in again, because they are already in your system. Field Service Management creates GPS-stamped “when” and “where” for each time card, so you spend less time reviewing and approving them. Use QuickBooks Enterprise Solutions and Field Service Management together to reduce manual data entry and manual time cards. Capture your staff’s hours directly from the field, and cut your payroll processing time and work when timesheets are uploaded into QuickBooks Enterprise Solutions.
Service Agreements Help You Schedule PMs Efficiently
Create contracts with customers who need periodic service over a length of time. Track contract terms, equipment, schedules and pricing to ensure your contracts are easily fulfilled. Plus, your preventive maintenance work orders are auto-created and easy to schedule right alongside your reactive work orders.
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