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Customizing Intuit Field Service Management

An HVAC repair company, one of our Intuit Field Service Management clients, recently hired us for a fun customization project. They had an internal process of emailing a client the invoice/receipt after the appointment.

Fourlane created a branded email template to send a copy of the invoices to the clients when the job is complete, thanking them for their business as well. The project integrates QuickBooks and Field Service Management. All emails are saved in the sent mail and documented in Field Service.

Fourlane has done a variety of customization projects for Field Service Management:

  • Consolidating invoices
  • Importing work order history
  • Creating custom templates

Working with our clients to identify what customization projects would benefit their business is what sets Fourlane apart from other companies. Let us know if we can help you with customizing your Field Service Management system or other Intuit product.

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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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