Advantages of Field Service Software


I was chatting with my air conditioning repairman the other day … while sweating away in the Austin heat. The firm I called does not use field service software and technology like the kind Intuit provides for businesses creating work orders, or using dispatch teams for installation or service. This includes companies working in heating, ventilation and air conditioning (HVAC); plumbing; electrical; and garage door repair, just to name a few.

I explained to him that the days of using whiteboards to schedule service calls are a thing of the past. The days of servicemen and women carrying clipboards to complete their paperwork are over.

“Really? That’s possible?, “ the tech asked. “What are the advantages?”

Here’s what I told him:

  1. Greater Productivity. Field service tools improve efficiency and productivity. The system automatically schedules, routes and dispatches technicians, saving time for all involved.
  2. Accounting Automation. Double entry is a drag. Instead, most field service management software integrates with your accounting software, so that when the technician creates an invoice, it is automatically created in the accounting software as well.
  3. Get Paid Faster. Who wouldn’t want to get paid faster? Most field service software allows the technician to quote, invoice and accept credit card payments in real-time, allowing you to get paid right away for the work your company does.
  4. Improved Customer Service. The biggest customer complaint HVAC and other service companies face is the response window. Customers have to wait at home for the technician, and many companies don’t even call to let customers know they are next in line. With field management service software, customers receive quicker response and notification when the technician is on the way.

I know moving from a manual system to something electronic is scary, but the positives far outweigh the fear. You’ll be more efficient, productive and save money.

If you would like more information about how Field Service Management software can help your business, please contact us.


About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

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