QuickBooks Database Server Manager lets you share your company files with other computers over your network. When you set up a network, you need to run QuickBooks Database Server Manager so users can access your company files. Get job information and approvals back in the office immediately when the job is done. All of it adds up to FAST, ACCURATE invoicing intuit service manager and payment in the field. Get more work done, get paid faster, and do payroll better!
With Intuit Field Service Management, you’ll also be able to:
Our cloud access packages offer 5GB, 10GB, or 50GB of storage space, so you can find the right fit for your business storage needs. 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. Your Desktop Enterprise subscription comes with one user of Intuit Field Service Management. You can integrate the system with QuickBooks and self-assign work orders.
Product Overview
- QuickBooks Desktop Assisted Payroll is not available in Indiana or Wyoming.
- With Intuit Field Service Management and QuickBooks, you can serve more customers, get more done, and get paid on-the-spot.
- We have a great deal of redundancies and manual processes.
- Get job information and approvals back in the office immediately when the job is done.
- A major issues is the inability to add our mark-ups to material.
- The Annual Plan commits you to a 12-month term; fees vary per QuickBooks Desktop Product.
Your dispatcher or service manager can see which techs are on-site and where, and they can even reassign jobs to save time. All the while, you’ll sync invoicing, payments, and other key information seamlessly with your QuickBooks. You can also manage contract terms, service intervals, invoice status, and customer discounts right from your dashboard. With the Advanced Inventory module, your warehouse manager can see where critical items are located.
But if your needs are greater, QuickBooks Enterprise is specifically designed to grow with product-based businesses with inventory needs, no matter the size. With Desktop Enterprise, you can scale the software as your business evolves, allowing you to add on functionality as you need it. Our Service Delivery Team helps our accounting and bookkeeping partners to get up and running with QuickBooks. They provide tailored and flexible support to promote workflow efficiencies, including new firm setup. See articles customized for your product and join our large community of QuickBooks users. Store all the customers, contacts, and equipment information in one place so technicians know the full equipment service history while in the field.
Configure Database Server Manager
Valuable information at the fingertips of your technicians means better first-time fix rates — and happier customers. Advanced Pricing / Control, customize, and automate pricing is included in the Platinum and Diamond subscriptions only. No matter how many clients you’re moving to QuickBooks, it’s never been easier to switch to us.
Try Intuit Field Service Management ES
We’ll provide step-by-step guidance on data migration including conversion assistance if you have 25 or more clients to move at a time. Learn how to scan your company files so you can host them over your network. That means immediate information on work orders and technician schedules as well as fast rescheduling. Advanced Inventory is included in the Platinum and Diamond subscriptions only. Advanced Reporting is included in all QuickBooks Desktop Enterprise subscriptions.
- Free 7-Day Test Drive with sample data for your Service Manager and one field technician via our Mobile App (Apple and Android devices).
- After reaching out to Quickbooks support for help with our field activity, they advised we add on the Field Service manager and their time app.
- Information at their fingertips means their first-time fix rates are better and customers are happier.
- Store all the customers, contacts, and equipment information in one place so technicians know the full equipment service history while in the field.
- Your dispatcher or service manager can see which techs are on-site and where, and they can even reassign jobs to save time.
Get Your Mobile App
Terms, conditions, features, service and support options are subject to change without notice. Active subscription, Internet access, Federal Employer Identification Number (FEIN), and U.S. billing address required. QuickBooks Desktop Assisted Payroll is not available in Indiana or Wyoming. It is included in the base subscription for QuickBooks Desktop Enterprise Diamond; $1.50 per employee per pay period. If you file taxes in more than one state, each additional state is currently $12/month.
Contact Sales when you are ready to add more users to your dispatch board. Intuit Field Service Management also provides dispatchers with a dashboard full of information, including work orders, technician locations, and status updates. Keeping everything in one place also makes reassigning and rescheduling tasks easier. Intuit Field Service Management integrates with U.S. versions of QuickBooks Online, as well as QuickBooks Desktop Pro, Premier, and Enterprise Editions.
Before a job in the field starts, your technicians know the equipment service history. Information at their fingertips means their first-time fix rates are better and customers are happier. Word and Excel integration requires Office 2010 SP2 and above, or Office 365. Synchronization with Outlook is also possible with Contact Sync for Outlook 2010 (32-bit) downloadable for free here. 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.
We have a great deal of redundancies and manual processes. A major issues is the inability to add our mark-ups to material. We also have trouble tracking material for the day, not able to process material pulled and those items purchased.
Intuit Field Service Management is software designed to simplify the operations of field service businesses, including electricians, HVAC repair services, and plumbers. It enhances control over various aspects, such as people management, customer interactions, cash flow, and overall costs. A key aspect of this software is its integration with QuickBooks accounting software to balance real-time financial and field service data. Terms, conditions, pricing, subscriptions, packages, features, service and support options are subject to change at any time without notice. After reaching out to Quickbooks support for help with our field activity, they advised we add on the Field Service manager and their time app. We did as advised but are unhappy with the cumbersome workflow we now have.
We’ll provide you with detailed performance insights from our most successful customers–to show you what’s possible with QuickBooks. See what each technician is working on, the work status, job duration, arrival time, travel time, and hours clocked. Integrates with Google Maps to show you where your techs are, and helps your techs find customer sites easily – no more getting lost! Easily shuffle each person’s work schedule to minimize travel time and get more done each day. With Field Service Management, you know what each technician is working on, the work status, job duration, arrival time, travel time and hours clocked. Filter your Calendar and List View to show just the info you need.
QuickBooks MTD software currently supports Standard, Cash and Flat Rate schemes. QuickBooks Bridging Software supports Standard and Cash schemes. Businesses whose home currency is not GBP are currently not supported.