Overview & Demo
Intuit Field Service Management software simplifies your business and gives you more control over your people, customers, cash flow and costs. Best of all, it works seamlessly with QuickBooks.
- Real-time updates from the field
- Smart work order management
- Efficient job scheduling
- Mobile invoicing, payment & signature capture
- Inventory integration1
- Mobile GPS for location tracking and mapping
- Equipment & customer service history2
- Time card integration3
Intuit Field Service Experts
Intuit’s #1 reseller and provider of Intuit Field Service Management solutions.
Whether you are a small 3 technician company or a large 80+ service technician company, we can show you how to get the most from Intuit Field Service Management. We can help you understand both the field and the back office QuickBooks financial sides of the business. We’ve performed hundreds implementations in several industries, including:
- Commercial Services
- Residential Services
- Industrial Manufacturing
- Life Sciences
- Medical Equipment
- High Tech Manufacturing
- Energy & Utilities
- IT Professional Services
- Oil and Gas
- General Trades
What We Do
Data Conversion. We convert and migrate data from a competing system / software into Intuit Field Service Management, including customers, equipment, service agreements, and more.
File Setup. Detailed FSM file setup including: work orders, work zone, company settings, mobile settings, financial back-office, customers, time cards, maintenance agreements, and work order network.
Connection to QuickBooks. Integration and data mapping set up for a customer’s FSM file to QuickBooks.
File Review. Detailed 21 point review of a customer’s FSM file to ensure all features & processes are set up and being used properly.
Workflow Consulting. A senior level consultant will work with a customer to identify workflow inefficiencies, and make recommendations to improve overall workflow within Intuit Field Service Management.
Custom Development. Fourlane is the only Intuit partner authorized to provide custom programming and development services including custom add-ons, reports, file imports and more for Intuit Field Service Management.
Track truck and warehouse inventory through QuickBooks Enterprise’s exclusive Advanced Inventory integration. When you set up Advanced Inventory to manage truck inventory, inventory placed on an invoice is reduced in the invoice synchronization process, eliminating the need to reconcile later.
*QuickBooks Enterprise and Advanced Inventory sold separately.
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.
Intuit Field Service Management creates GPS-stamped “when” and “where” for each time card, so you spend less time reviewing and approving them.
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.
Efficient Scheduling With GPS
Scheduling is one of the most time consuming, yet important tasks a field service business needs to handle efficiently. Customers want to know when technicians will reach them. Efficient scheduling practices lead to happy customers. Their repeat business and referrals are your most reliable revenue streams. And keeping your team members as productive as possible, both in the field and in the office, is key to your profitability.
Visualize proximity of technicians to worksites using Google Maps and GPS technology on your technician’s Apple or Android phone or tablet. Match the closest technician to each job when reassigning work orders. QuickBooks work order scheduling software minimizes downtime while maximizing customer satisfaction.
Bird’s Eye View
With Intuit Field Service Management, 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. 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.
Dispatchers have access to instant information concerning each technician’s current job, the status of each job, time on job, and number of hours worked in total. QuickBooks job scheduling software even lets dispatchers open work orders to fully understand each job and update work orders in real time saving technicians from returning to a job because of an incomplete work order.
Equipment Service Data
Improve first-time fix rates by accessing historical data. Store important information about each customer’s equipment and special situations so technicians can arrive with the correct parts and tools to complete their work quickly and accurately.
Reduce time and costs spent interrupting jobs to gather a crucial part. Increase customer satisfaction by completing jobs with the correct parts on hand the first time.
Fast Invoicing & Mobile Payments
Make your parts catalog and price list available to your field technicians with Intuit Field Service Management. Then as they close a work order, they can find and add parts to the invoice. Because your parts list syncs with QuickBooks, your technicians will always have up-to-date pricing.
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 Intuit Field Service Management, QuickBooks and QuickBooks Merchant Services all talk to one another. Together they record payments as they happen and match work orders with invoices.
Wireless Work Orders
Break through the paper bottleneck. With Intuit Field Service Management, 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.
No more calls from angry customers when a technician runs late. Intuit Field Service Management is a powerful resource allowing dispatchers to monitor not only the location, but also the status of each technician’s work order in the field.
The ability to visualize the physical location of employees and jobs, coupled with work order status, makes rescheduling technicians a breeze. Just drag and drop work orders to available technicians in the area. Meet customer schedules and avoid angry calls.
1. QuickBooks integrated inventory management requires QuickBooks Enterprise with Advanced Inventory add-on.
2. Equipment service history requires Service Agreements module.
3. Time card integration requires Time Card module.