Intuit Field Service Management

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

Intuit Field Service Management simplifies your business and gives you more control over your people, customers, cash flow and costs. In addition to this, it works seamlessly with QuickBooks Enterprise Solutions to keep your financial and field service data totally in sync.

  • Work Orders & Scheduling

    Shuffle Schedules Quickly

    Scheduling (or rescheduling) work orders couldn’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 ServiceData 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.

    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.

    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.

  • Billing& 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.

  • Reports & Templates

    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.

  • Add-On Modules: Time Cards & Service Agreements

    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’re already in your system. Field Service Management ES 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 ES 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 Preventative Maintenance 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.

  • Pricing for Field Service Management

    Time Cards Add-On

    Easy-to-use time cards for each technician’s mobile phone.

    Number of Users Price Per User
    1 to 10 Users $15 / User / Month
    11 to 40 Users $13.33 / User / Month
    41 to 101 Users $12.08 / User / Month

    Service Agreements Add-On

    Create contracts with customers who need periodic service over a length of time.

    Number of Users Price Per User
    1 to 10 Users $15 / User / Month
    11 to 40 Users $13.33 / User / Month
    41 to 101 Users $12.08 / User / Month

    Intuit Field Service Management

    Intuit Field Service Management syncs with QuickBooks Pro, Premier, and QuickBooks Enterprise software. Subscription pricing for Intuit Field Service Management is based upon the number of login users. This subscription does not include QuickBooks users.

    Number of Users Price Per User
    1 to 10 Users $35 / User / Month
    11 to 40 Users $31 / User / Month
    41 to 101 Users $28/ User / Month

    Note: If you are a QuickBooks Enterprise Full Service Plan Member you receive a $35 per month discount on your subscription to Intuit Field Service Management.Example: 7 users @ $35/user=$245. If Full Service Plan is active, you receive $35 per month in savings: $245-$35=$215/month. There are no fixed contracts – upgrade or cancel anytime.

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