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Field Service Management

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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

Intuit Field Service ManagementAs 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)

Features

Schedule work orders – anytime, anywhere.
  • Create work orders
  • Get more work done = increase revenue
  • Assign work orders by skills, availability or customer location
  • Ensure customer satisfaction
  • View Dispatch Board and track work status for each tech
  • Increase efficiency
  • Drag-and-drop reassign work to appropriate tech(s)
  • Reduce data entry = increase efficiency
  • View Customer location map via Google
  • Reduce travel time and fuel costs
  • View Technician location map via Google and GPS
  • Reduce travel time and fuel costs
  • Unlimited custom fields
  • Increase efficiency
  • Print work orders
  • Reduced data entry through QB integration
  • Print appointment listings
  • Reduced data entry through QB integration
  • Print map of work locations
  • Reduced data entry through QB integration
  • View work orders and Dispatch Board by Team or other filters
  • Improve efficiency
  • Driving directions to customer location
  • Increase efficiency
  • Capture customer signature on Work Order
  • Improve efficiency
Easily manage recurring work orders.
  • Schedule preventive maintenance/service agreement work
  • Increase recurring revenue and customer satisfaction
  • Define primary and backup technicians
  • Increase customer satisfaction
  • Define appointment intervals or specific appointment times
  • Scheduling meets your business’ and customers’ needs
  • Perform scheduled recurring work orders
  • Increase recurring revenue and customer satisfaction
  • Access service agreement check-list
  • Ensure contractual obligations are met
  • Predictable revenue with automated billing of service agreement work
  • Manage cash flow
  • Reminders when service agreement is about to expire
  • Ensure service contracts are renewed
Improve your cash flow.
  • Document work description for easy future access
  • Improve repair/replace decisions
  • Associate work with specific customer equipment and attributes
  • Improve repair/replace decisions
  • Create invoices via browser
  • Increase efficiency
  • Create invoices via mobile device
  • Increase efficiency
  • Capture electronic customer signature
  • Increase efficiency
  • Capture payment and process via Merchant Services
  • Get paid faster = Improve cash flow
  • Print or email customer receipts
  • Increase customer satisfaction
Eliminate double entry.
  • Synchronization of Customer list and Items list
  • Reduce data entry through QB integration
  • Synchronization of approved Invoices with work summary
  • Decrement inventory from QB (and Advanced Inventory where available)
  • Synchronization of payment from the field
  • Synchronization of approved Time Card data for payroll *
Easily document and access critical customer information.
  • Access customer account and contact details
  • Improve repair/replace decisions
  • Access customer service history
  • Increase margin on flat-rate billing model
  • Access equipment attributes and service history
  • Increase “first call fix rate”
  • Attach photos, contracts, schematics, notes to customers
  • Document knowledge, increase efficiency
  • Attach photos, notes, audio recordings to work orders
Monitor and improve your productivity.
  • Report on critical technician, work order, and business metrics
  • Reconcile technician work order time with payroll time *
  • Make better business decisions
  • Integrated with work order system = Do payroll better
List your company within the Corrigo Work Order Network.
  • Receive and accept work orders from Facility and Property Managers
  • Get more business = increase revenue

Empowering Business Success

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