Intuit Field Service Management software allows you to connect your back office, QuickBooks, and service techs so you can schedule more jobs, get paid more quickly and increase productivity. Sadly, many businesses don’t have the infrastructure in place to do this 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. 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.

Access to messaging with live experts or call back features requires a QuickBooks Care Plan, and internet connection. Care plan is included with Standard, Plus and Enterprise subscriptions. Customers overwhelmingly single out the program’s ease of use, as well as the accessible UI. Users also like the customizable forms that ServiceM8 offers, which make it easy to change features or requirements on specific jobs. Most field service technicians, and managers, are used to the endless paperwork that comes with field service work. They’re used to keeping up, or trying to, with days, or even weeks worth of work orders and invoices.

Field Service Management Software

For many organizations, installation projects and jobs involve coordinating the purchasing of materials and equipment. Buying materials at the right price, from the right vendor, with the right delivery capabilities, can make or break a job. Maintain customer preventative maintenance schedules and service contracts with automated work order generation, keeping contracts efficient and profitable. Use the Smart Service mobile app to look up a customer’s service history.

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Your field service technicians and maintenance crews are always on the go. Give them what they need to make their service calls go smoother (and faster – with fewer mistakes). The Ascent is a Motley Fool service that rates and reviews essential products for your everyday money matters. Both features will eliminate a lot of data entry that otherwise ties up your staff. If you use QuickBooks’ Weekly Timesheet, for instance, the Time Card Module removes the need for technicians, or office staff, to enter when an employee worked.

Customer Management

One of the best Quickbooks Scheduling Software For Field Service of the Intuit Field Service management is that it allows for the easy creation of work orders. Well, this unique software provides employers a bird’s eye view allowing you to see and know what each technician is working on and in which department. It gives good info on the travel time and hours clocked, job duration, arrival time and work status. Not to mention, it has a wireless work orders option which allows you to create work orders anytime, anywhere, thus reducing paper hassles. Geoff Hoppe has several years of experience writing about B2B software and tech. He helmed two B2B software blogs, covering topics like business intelligence software, field service management software, and computerized maintenance management software .