The Rise of the Smartphones!
Smartphones are everywhere. Why not use them to automate your business? Do you sell services or inventory at your customer’s location, or away from your office? Here are some real possibilities. Invoice and take payment in the field. Pass the data back to QuickBooks. No paper and up to the minute information. Scheduling and more…
Learn what you could be doing. Call us.
“Very valuable. Ethical. Personable professional that communicates at an appropriate level no matter how technical the material.”
Daniel LaViolette, Bolton Conductors. Read More
Intuit Field Service
What’s the missing piece in your field service business? Intuit Field Service Management is the most popular add-on for QuickBooks users in these industries.
Play Video - 15 Minutes
Play Video 40-Minutes
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 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.
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, 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 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, 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 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’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 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.
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.