Field Service Management

Field Service Management Software is just a smarter way to manage your business.

Field Service Management (FSM) is an online application that integrates with QuickBooks®, allowing you to work from the office or field with an internet connected device. FSM gives any business or home office the ability to schedule and manage jobs, clients, employees and inventory in the field. Getting setup is fast, easy and allows you to manage your business more efficiently.

Product Highlights

Smart Work Order Management
Fast Scheduling and Dispatch
Customer Service History
Equipment Service History
Real-time Mobile Dispatching
Mobile Payment & Signature Capture
Time Card Integration
Inventory Integration
Mobile GPS for Location Tracking and Mapping
Invoicing and Payroll Integration with QuickBooks

The FSM software and free mobile app are a simple and powerful system that streamline your installation, service, dispatching, and invoicing. Field Service Management is ideal for both residential and commercial service work, and optimized to support HVAC, plumbing, and other field service businesses.

2016 Outstanding Sales Performance Award

As an expert in Field Service Management, and a continuous advocate for this product, our team at ebs received an award for outstanding sales performance in 2016. This award recognizes our team’s QuickBooks knowledge and client advocacy – finding relevant solutions for clients that make sense for their unique QuickBooks accounting solution.

Accounting just got a whole lot easier.

Increase your productivity.

Go paperless with digital and wireless services. Work orders are dispatched digitally and managed by workers using smartphone devices and tablets. Data flows from the field into your QuickBooks system, eliminating unnecessary travel, double data entry, and endless paperwork.

Get paid faster.

Let your field service teams create invoices at the job site, take COD, and process payments immediately – then sync into QuickBooks. You’ll complete your jobs faster, and shave time off of your time-to-invoice.

Simplify your payroll.

Capture workers’ time in the field when they’re doing the work. Get technicians focused on billable work instead of paperwork.

Grow your business.

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.

Details matter.

Using QuickBooks administrator functions with Intuit Field Service Management on QuickBooks Enterprise.

High speed Internet connection

1024 by 768 Screen Resolution

QuickBooks Enterprise Desktop Software 10.0 or later running on Microsoft Windows XP, Vista Business 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” not supported; Windows 7 “Home Edition” not supported.

At least 1.6 GHZ processor

1 GB RAM

1 GB available hard-disk space

Using IFSM in the field on a mobile device.

Data network connection

Apple devices

Android devices

Blackberry devices with physical keyboards

Windows Mobile devices running v5, v6, v6.5

Intuit Field Service Management integrates with the following.

QuickBooks Online

QuickBooks Pro, Premier, and Enterprise.

What Our Clients Say

“I have enjoyed working with Joy Huffman and the team at ebs Associates for over two years. Joy has extensive knowledge in working with Intuit Field Service Management and QuickBooks. Joy’s experience in helping customers pick the right solutions for them is phenomenal. Joy and her team at ebs helped us with a data migration over to QuickBooks Enterprise and Field Service Management and we wouldn’t have been able to do it without them!”

September 10, 2015 (Source: http://proadvisor.intuit.com/quickbooks-help/p-joy-huffman)