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Intuit Field Service Management with QuickBooks

Why Intuit Field Service Management Is Right for You

Do you want to deliver immediate information on work orders and technician schedules? If so, you’ve come to the right place. Intuit Field Service Management connects your office and service technicians so you can schedule more jobs and get paid faster. You can worry less about work order status, technician productivity, and receivables. It also simplifies your business and gives you more control over your technicians, customers, cash flow, and costs. Best of all, it works seamlessly with QuickBooks – to keep your financial and field service data in sync. With Intuit Field Service Management, be able to:

Quickly Shuffle Technician Schedules

            With Intuit Field Service Management, (re)scheduling work orders couldn’t be easier. Dispatchers view a dashboard full of information that include each technician’s work orders, location, and status. Whenever a technician runs late, simply drag and drop the work order to assign the order to a new technician, making reassignment and rescheduling fast and easy.

Have a Bird’s-Eye View Over Your Technicians

            Always know what each technician is working on, the status, and the duration of the job using Intuit Field Service Management. You can also view the technician’s arrival time, travel time, and their hours clocked. You are also able to look at and edit job details simply from your desktop.

Improve First-Time Fix Rate with Equipment Service

            Store all of the customers, contacts, and equipment information you’ll need in order to do the job right the first time with Intuit Field Service Management. Before a job in the field starts, your technicians will know the service history of the equipment at hand. Valuable information at your technician’s fingertips means better first-time fix rates and happier customers.

Avoid Paper Hassles with Wireless Work Orders

            With Intuit Field Service Management, control processes and information better by using our mobile app running on Apple and Android phones and tablets. By using the mobile app, receive immediate information on work orders and technician schedules as well as fast rescheduling. With real-time access to customer history, be able to make smarter decisions on the field.

Efficiently Schedule with GPS and Mapping

            Google Maps integrates with Intuit Field Service Management, allowing you to track your workers and locate customer sites easily. Given the ability to easily shuffle work orders, you can minimize travel time and get more done each day.

Easily Integrate with QuickBooks

            Save time and improve cash flow by processing payments in the field using the Intuit Field Service Management mobile app with the QuickBooks Merchant Services integration. When you process payments with QuickBooks Merchant Services, the payment will be automatically associated with the invoice in QuickBooks.

Track truck and warehouse inventory through QuickBooks Enterprise’s exclusive Advanced Inventory integration. When you set up Advanced Reporting to manage truck inventory, inventory placed on an invoice is reduced in the invoice synchronization process – eliminating the need to reconcile later.

DL & Associates Are Your IFSM Local Expert 

            DL & Associates are certified as an Intuit Field Service Management Local Expert. With being a qualified specialist in Field Service Management, we provide: product knowledge, customer implementations, and administer customer training for office and field technicians. Contact us at (888) 316 – 6672 or info@dlaexperts.com to implement Intuit Field Service Management with your QuickBooks today!