Intuit Field Service Managment

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Augment paper work orders and clipboards with web-based and wireless services. Work orders are dispatched wirelessly and managed by workers using handheld devices. Real-time data flows from the field into your Intuit system, eliminating unnecessary travel, double data entry and endless stacks of paperwork.

DISPATCH:• Schedule and assign work in real time with GPS to maximize tech productivity and increase customer satisfaction

DO:• Automation maximizes office and field productivity so your technicians get more jobs done

DOCUMENT: • Wireless work orders and back office integration eliminate double data entry, reducing errors

Get Paid Faster

Let your field service teams create invoices at the job site, take or process payments immediately—then sync with Intuit QuickBooks Enterprise Solutions V-14. Save days or even weeks off your time-to-invoice, so you get paid faster.

INVOICE:• Create invoices on site at the time of service

GET PAID: • Accept and process credit card payments on site to speed-up cash flow, reduce fees and eliminate bad debt

SYNC:• Synchronize with Enterprise Solutions V-14 to reconcile payments

Do Payroll Better with TimeCard Add-On Module

Capture workers’ time in the field automatically and get your technicians focused on billable work instead of paperwork.

CAPTURE:• Record time in the field with GPS verification for accurate payroll

APPROVE:• Review consolidated timesheets and approve with less effort

LINK:• Inputs data into your payroll system, so you don’t have to

Get More Business with Service Agreements Add-On Module

Service agreements can be sold or renewed in the field at time of service. Preventative maintenance work orders (PMs) are auto-created, then assigned based on technician location and skills. Prepare and schedule PM visits proactively—so even slower times can be profitable.

SELL:• Sell more service agreements

SCHEDULE: • PM work orders are auto-created and easy to schedule

PREPARE:• Proactively