Intuit Field Service Management
OK app with some problems
The app work OK. Except when the system is down you can not access your appointments. We now print 2 days ahead and keep a paper copy so we are not shut down and miss appointments. This happened two times in 5 months. The APP does not allow you to swipe a credit card and you have to manually enter them costing you time and money. The higher rate for non swiped cards should be deducted from the monthly fees of the APP. It is crazy that an app like this does not allow swiping. You also can not back date a service call to a date it was actually done. We sometimes need to do this if someone is just called with an appointment. We would also like the APP to show the account balance of the call and allow for payments other than the service they are there for. Past due balances not generated in field service will not show up and there is no way to apply a payment. The APP should also show the data entered in the custom fields within Quickbooks and allow you to use the custom fields in your forms within Field Service. Other than these issues, the program is good and we will continue to use it. There are many good things about the APP which they advertise.
December 9, 2013
Kind of actually works. (We have tried many apps)
For as wonderfully powerful this app is, there are issues:
In the Dispatch view you can edit what columns of info appear - PO # or job name for example. Yet in other windows you cannot view this important information which forces you to cross reference all the time.
If this app synced with Outlook or GCal it would bump up to 5 stars. We have to double enter into Gcal which kills time, however there is no need to pay for multiple users. If you could sync a Google Calendar with each paid user it would be well worth saving data entry time.
The mobile app is vanilla, but customizable - Thank You. The drawback is any attached customer PDF docs, site specific forms or work orders cannot be opened on your ipad or phone (you can log into the main site)
All in all this is currently working and the bonus over other popular apps is not having the lag of being online.
Please add Gcal Sync! (and/or Outlook)
Please add Open Doc with.... (3rd party app)
PS. the existing dispatch board Calendar is horrible - Don't re-invent the wheel. The current scheduler is like a square rock.
September 22, 2013
Great app but doesn't integrate with QB Online
I used this app extensively a few years back as a service manager for a printer service company. The interface wasn't as great as it is now, and didn't have the current feature set, but my techs and I still liked it very much. The free Google Play app that lets you access the database is polished and intuitive, and really a pleasure to use.
Now that I'm starting a completely mobile printer service company of my own I need the ability to do business anywhere since all my critical business apps live in the cloud.
Sadly, I can't use this app because it doesn't integrate with QB Online. If the developers fix this, this will be the hands down winner of ALL field service apps that are out there. Believe me, I've tried every field service app available on the Intuit app store that integrates with QB Online and NONE of them even compare to FSM. One says it's fully functional for 30 days until you try and sync. Then you have to actually purchase if you want sync capability. How is that free? Another utilizes MS Silverlight which WILL NOT RUN ON ANDROID. I'm stuck with QB Mobile on my smartphone for sales and service orders, and Google Calendar for scheduling. It works, but it's not the total solution I was hoping for.
It would have been nice if under the "Buy It Now" button the supported QB platforms were listed. This is the only app I've seen that doesn't show what QB solutions it integrates with. And when I click on the pricing link I get a popup window that's completely empty. Somebody ought to fix that.
August 31, 2013
Can you create Estimates in FSM?
We are an HVAC company and many times we offer an estimate to a customer which may not turn into an invoice (at least not in the first visit). However, it is important for the customer to have a detailed estimate of the repair in case he/she would like to compare it with similar estimates from other companies. Is there a way to use FSM to create an estimate?
August 30, 2013
No Apple Use
NO WHERE does it say that you cannot use a Mac computer. So dont even waste your time if running Apple, but hey you can use the iPhone. In fact this company is so far behind the eight ball they arent even playing pool at this point. They support Vista to Windows 7 and thats it!! Are you kidding me. Step up and lets try to keep up with the pace of business and computing.
On the other hand if they could make this work it would be great.
August 25, 2013
As easy as it gets.
O.K. Here's my deal with intuit. I am NOT a computer guy! I just found out the internet is on computers. Have been a tradesman all my life and my body went south so got into field service as a dispatcher my company got intuit and I freaked so I called Sabrina at tech support and God bless her!! She took hours with me getting me up and running you have no idea of how computer illiterate I am/was Sabrina kept her composure and got me through it. In six weeks I became the intuit go to guy at our company. Thanx Sabrina.
The software is really amazing once you manipulate it just a little to fit your company's parameters it can make your life much better. Tracking customers and employees and dollars in and out.
To be honest it can do far more then we are currently using and the more I look the more I find. And the learning center is super awesome questions answered now just a phone call away.
This is the first review I have ever written.
August 13, 2013
Still Learning, but great so far!
the support staff is excellent. Anytime I have any questions, they are more than willing to help. Great response time. Actually being able to post payment from the field is excellent. Work orders are very informative.
August 1, 2013
Can't imagine work without it!
We have been a customer since you were young, for upwards of three years now. I was seeking a dispatching system and wound up with so much more. We were allowed to put away paper invoicing which meant no more manually entering them into Quickbooks every morning. The credit card machine was put to rest. The phone is not constantly ringing for updates to work orders by the service technicians. I could go on and on. Overall FSM has relieved a lot of the stress of running a service business with 10+ technicians.
Every now and then we have an issue with syncing to QB, but it is usually short lived.
I DO MISS CUSTOMER SERVICE FIELDED IN THE U.S.! I suppose that is a sign of your success and the number of customers you now have. That is my only complaint....customer service is marginal at best.
July 27, 2013