Connect your office and service technicians so you can schedule more jobs and get paid faster.
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 to this, it works seamlessly with QuickBooks Enterprise Solutions to keep your financial and field service data totally in sync.
Billing and Mobile Payments
Accurate Parts and Pricing for Efficient, Fast Invoicing
Make your parts catalog and price list available to your field technicians with Field Service Management ES. 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 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.
Get Paid Faster and Eliminate Double Data Entry
Field Service Management ES 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 ES 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.
Field Service Work
Shuffle Schedules Quickly
Scheduling (or rescheduling) work orders couldnâ€™t be easier. Field Service Management ES 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 ES, 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 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.
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.
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