A hosted application, part of Intuit Connected Services, designed for businesses who do service, installation, and repair work such as HVAC, plumbing, garage doors, electrical, etc. With Intuit Field Service Management you can schedule and dispatch work orders, track status, capture customer equipment service history, create invoices, take payments, capture signatures out in the field. There are two optional modules: Time Card streamlines your payroll processing; Service Agreements schedules recurring work orders (such as seasonal preventive maintenance visits). IFSM also integrates with Intuit Payment Solutions.
Connect your office and service technicians so you can schedule more jobs and get paid faster
Worry less about work order status, technician productivity and receivables. Intuit Field Service Management simplifies your business and gives you more control over your people, customers, cash flow and costs. Best of all, it works seamlessly with QuickBooks Desktop Enterprise and Online to keep your financial and field service data in sync.
Intuit Field Service Management tells you who is doing what and where, providing:
- Efficient job scheduling
- Real-time updates from the field
- On-the-spot invoicing
Your Enterprise subscription comes with one user of Intuit Field Service Management. You can integrate the system with QuickBooks and self-assign work orders. Contact Sales when you are ready to add more users to your dispatch board.
Quickly shuffle schedules
Scheduling (or rescheduling) work orders couldn’t be easier. Field Service Management empowers dispatchers with a dashboard full of information, including each technician’s work orders, location, and status. Reassignment and reschedules are fast and easy: When a tech runs late, simply drag and drop the work order to assign the order to a new technician.
Equipment service data improves first-time fix rate
Store all of the customers, contacts, and equipment information you’ll need in order to do the job right the first time. Before a job in the field starts, your technicians will know the service history of the equipment at hand. Valuable information at the fingertips of your technicians means better first-time fix rates — and happier customers.
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.
Get a bird’s-eye view of the work performed
With Field Service Management, you know what each technician is working on, the status, and the duration of the job. You’ll also be privy to the technician’s arrival time, travel time, and work order duration. View and edit job details with just a click of the mouse.
Wireless work orders cut paper hassles
Break through the paper bottleneck. With Field Service Management, you can trade in your clipboards for our mobile app running on your Apple and Android phones and tablets — so you control processes and information better. That means immediate information on work orders and technician schedules as well as fast rescheduling. Real-time access to customer history helps you make smarter decisions in the field.
System Requirements by Role
The Service Manager / Dispatcher role requires the following for the desktop / laptop environment:
- High speed Internet connection
- Microsoft Internet Explorer 11
- Google Chrome
- FireFox
- Edge
- Safari
- 1024 by 768 Screen Resolution
- At least 2 GHZ processor
- 1 GB RAM
- 1 GB available hard-disk space
The QuickBooks Administrator role requires the following in order to sync between Intuit Field Service Manager and QuickBooks:
- High speed Internet connection
- 1024 by 768 Screen Resolution
- At least 2 GHZ processor
- 2 GB RAM
- 2 GB available hard-disk space
- The IFSM sync client will integrate with QB desktop software on these Windows versions: Windows 8 (EOL Jan 2023) and Windows 10.
- Works with all supported versions of QuickBooks Desktop and Online.
The field technician using our Mobile App:
- Data network connection
- Apple devices — 8 and later
- Android devices — 7 and later
Intuit Field Service Management
Intuit Field Service Management pricing is a month to month subscription — no contract is required.*
Time Card Add-On Module
Streamline payroll processing by populating the QuickBooks Weekly Timesheet with data from Intuit Field Service Management.
Preventative Maintenance / Service Agreement Add-On Module
Schedule recurring work orders with technician checklists and automated invoicing that integrates with QuickBooks.
Price per user
