This simple, powerful service management solution lets you spend less time administering operations and more time improving your business. Ideal for HVAC, plumbing, and electrical services businesses serving commercial and residential customers.
Shuffle Schedules Quickly
Scheduling (or rescheduling) work orders couldn’t be easier. Field Service Management gives dispatchers a dashboard-full of information, including each technician's work orders, location and status. Reassignment and reschedules are fast. When a tech runs late, simply drag and drop the work order to assign a new one.
Birds Eye View
With 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.
Equipment Service Data Improves First-Time Fix Rate
Store all the customers, contacts and equipment information you need to do the job right the first time. Before a job in the field starts, your technicians know the equipment service history. Information at their fingertips means their first-time fix rates are better and customers are happier.
Wireless Work Orders Cut Paper Hassles
Break through the paper bottleneck. With Field Service Management, you can trade in your clipboards for smart phones — 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.
Schedule Efficiently with GPS and Mapping
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.
Technical Requirements and Considerations
The Service Manager/Dispatcher role requires the following for the desktop/laptop environment:
- High-speed Internet connection
- Microsoft IE 7 or higher
- Firefox 12 or higher
- 1024 x 768 Screen Resolution
- At least 1.6 GHz processor
- 1 GB RAM
- 1 GB available hard-disk space
The QuickBooks Administrator role requires the following in order to sync between Field Service Management and QuickBooks:
- Same as manager/dispatcher requirements above, with no browser restrictions
- QuickBooks Pro/Premier 2010 or newer, or QuickBooks Enterprise Desktop Software 10.0 or later, with QuickBooks running on Microsoft Windows XP, Vista 32- or 64-bit, Vista Ultimate 32- or 64-bit, Windows 7 Business 32- or 64-bit, or Windows 7 Ultimate 32- or 64-bit. Windows Vista "Home Edition" and Windows 7 "Home Edition" are not supported.
The field technician using our Mobile App:
- Data network connection
- Apple & Android devices
- Blackberry devices w/ physical keyboards
Intuit Field Service Management
We need Support!
We are just starting with this program and are running into Sync issues with Quickbooks and are not getting much help from the support number and our company has been locked out of QB for 3 days while trying to sync. The program itself looks like this is exactly what we are looking for, but not at this price that we are losing valuable work time because of the lack of proper support to help work through downloading all information. We would like to to give a more positive feedback but would appreciate some sort of response to our dilemma. we can be contacted at 1-303-432-2504.
February 14, 2013
Just Getting Started.
This app is a great addition to a service based company. A little pricey office staff should not be counted the same as field service techs. That would be my main complaint. Other apps give the same number of office staff to field service. Would recommend integrating the credit card processing its nice to get paid.
February 13, 2013
Streamline with Quikbooks
We use Quikbooks for our financial accounting. Field Services has helped in streamlining our work order billing directly into Quikbooks, therefore reducing time spent creating invoices. Field Services is a great benefit to our field technicians via mobile. A real time saver!
February 8, 2013
Getting Over The Hump
After getting all of my employees on board, this program definately improved production. Using a second monitor for the dispatch board is a real big time saver and convenient.
Having the technicians make the invoice on their mobile phones and swiping the credit card right there in the customers home is awesome. Go Payments is also great.
The support is actually great. I had a hard time at first getting everything up and running but it was really my fault because I am extremely impatient.
Saved Big Bucks:
The customizing of the reports is awesome.
I can track marketing when the customer first calls in (let's say the phone book# and then the marketing for that same customer's work order #if they called in due to a post card or the sticker on the equipment) 2 years later. The phone book should not get the credit for that customer 2 years later. I realized that I didn't really need to spend my marketing money on the phone book.
February 8, 2013
I cannot believe you cannot change a customer after a work order has been assigned. This is ridiculous. This program is lacking in so many ways and functionality and ease of use are limited. CUSTOMER SUPPORT SUCKS! If an american speaking, intelligent customer service rep reads this, please contact me. Thanks
February 6, 2013
Really want this to work for our company
I was very surprised to learn that this program does not work with all smart phones. For example, the Motorola RAZR Max ... since I have a brand new phone and contract, I cannot change my phone for two years without paying hundreds of dollars. I was so hoping this affordable program could help us keep better track of our techs in the field through scheduling and dispatch, while integrating with QuickBooks. It's great this has worked so well for others ... but, again, I'm surprised that techs cannot access the app from any smartphone, even fairly recent models.
January 26, 2013
Easy to use
We have been on Field Service management now for 2 years. It is great to be able to have work orders pick up and responded to by the technicians. Since the addition of the Android phones has been even better. Please kept up the good work and keep adding additional items.
January 23, 2013
Intuit Field Service has been a great tool for our company. We have used it for a few years already and our organization and scheduling system is so easy. As a Heating and Air Conditioning Company and with this temperatures in our City this tool is fundamental for our sucess.
January 23, 2013
Support & FAQ
Customer service agents are available to help paying customers from 8:00 AM to 8:00 PM ET.
Call (866)-379-6635 for sales inquiries.
For app support, click on Support URL below.
Check out the most frequently asked questions below: Expand all
How can I purchase Field Service Management?
Contact a QuickBooks Sales Specialist to learn more or buy. Call (866) 379-6635.
Are there any additional optional modules available with Field Service Management?
There is a time card module for payroll and a Service Agreements module for recurring work. Learn more about these at http://enterprisesuite.intuit.com/products/field-service-management/
Where can I attend live demo or see a full length recorded one?
Sign up for a live webinar at http://enterprisesuite.intuit.com/resources/events/.
Can I get professional services assistance and training beyond standard technical support?
Inexpensive professional services packages are available from Corrigo to help you get started or provide custom training. Contact your field Service Specialist for more information (800)517-2621.