Intuit Field Service Management Demonstration

See updates from the field in real time. Schedule jobs efficiently. Invoice on-the-spot.

Schedule more jobs and get paid quicker by connecting your office and service technicians

Spend less time fretting about work order status, receivables, and the productivity of your technicians. With Intuit Field Service Management ES, you can simplify your business while gaining more control over your people, customers, cash flow, and costs. Plus, it works seamlessly with QuickBooks Enterprise to make sure your financial and field service data is up-to-date.

Intuit Field Service Management ES lets you know who’s doing what and where:

  • See updates from the field in real time
  • Schedule jobs efficiently
  • Invoice on-the-spot

Intuit Field Service Management also includes these additional controls:

Shuffle Schedules Quickly and Easily

It couldn’t be easier to schedule or reschedule work orders. With Field Service Management ES, dispatchers get a dashboard filled with useful information, such as work orders, location, and status for each technician. Technician running late? Simply drag and drop the work order to a new technician to reassign and reschedule.

Keep your eye on work performed

Field Service Management ES lets you know what each technician is working on, and job status and duration. You can see the arrival time of the technician and the hours clocked. In a single click, you can also view and edit the details of the job.

Improve first-time fix rate with equipment service info

Make sure the job gets done right the first time by storing all the customer’s contacts and equipment information. Your technicians will know the service history of the equipment before a job starts. It’s valuable information that can boost first time-fix rates – and make happier customers.

Cut the clipboard and go work-order wireless

Eliminate the hassle of paper and go mobile with our app for Apple and Android phones and tablets. Gain better control over your processes and information with immediate work order info, technician schedules, and quick rescheduling. Make smarter decisions in the field with access to customer history in real-time.

GPS and mapping for efficient scheduling

Google Maps integration lets you track your workers and locate customer sites with ease. Minimize travel time and get more done each day by easily shuffling work orders.

Take advantage of QuickBooks integration

Merchant Services Process payments in the field using the Field Service Management ES mobile app with the QuickBooks Merchant Services integration2 to save time and improve cash flow. Payments are automatically associated with your invoices in QuickBooks when you process payments with QuickBooks Merchant Services.

Advanced Inventory

QuickBooks Enterprise’s exclusive Advanced Inventory integration lets you track your truck and warehouse inventory. Inventory placed on an invoice is reduced in the invoice synchronization process when you set it up to manage truck inventory – no need to reconcile it later.

One user of Intuit Field Services Management ES is included with your QuickBooks Enterprise subscription. You can integrate the system with QuickBooks and assign work orders to yourself. When you’re ready to add more users to your dispatch board, just give Sales a call.