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Intuit Field Service Management
Get more work done. Get paid faster. Get payroll right.
Description
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.
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Reviews
Intuit Field Service Management
48
48
Happy, but a little disappointed
I want to give this program a better review, but I just can't. There are too many restrictions that are driving me crazy. For example, I'd rather just write these complaints in a suggestion box, but I cannot find a suggestion box anywhere. So, I do it here.
Before I go off on a tangant, I have VERY HIGH hopes for this program. What they have going is ALREADY great, just a few holes. I don't want this program to sound worse than it is. If there are things I am complaining about that are already resolved, let me know.
Main Complaint, too restrictive. Examples:
-Cannot connect invoices created IN quickbooks TO work orders created with this program.
- Haven't figured out how to edit the default email subject and body content on the desktop version.
- On iphone, we cannot select a default mapping program. It goes automatically to the internet to find the address, the tech cannot choose which program he was to use for the map.
- I cannot create work orders with a date in the past. Ridiculous.
- No logging/recording/date stamping of invoices emailed from the techs in the field, or from the desktop application. We have to manually CC ourselves and hope our technicians remember to add the CC address. This lack of logging creates extra work for our accountant who has to do detective work to affirm whether an invoice has been sent out or not.
- Maintenance agreements: I am restricted to creating future work orders through seasons, not months. We have agreements where we change filters monthly, not seasonly. I want jobs to be created every month, not just every season.
- I really do not like the dispatch board. Too clunky and too many required fields. But, I hear they are integrating this program with Google maps. Yeah! THat way we can get other divisions on the company on the same page with scheduling of guys.
- No credit card processing. We use Go Payment, and the techs have to step out of the program to get credit card payments.
- To many required fields in general. If something is not right, still let me save it, just put a warning at the top.
May 31, 2013
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.
Rod
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
Needs Improvement
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
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.
(866)-379-6635
http://www.corrigo.com/services/support/
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