< More articles

Top 5 Field Service Management Software Compatible with QuickBooks

featured Image
share

The latest trend in the field service industry pushes businesses everywhere to go paperless with Intuit field service management software. If you are still conducting your service business by relying on the same old pen, paper, and Excel spreadsheets, you are most likely to miss out on the biggest competitive advantage you could have to grow your business. This could also mean you are losing customers and failing to make more profit while your competitors are moving ahead at an astounding speed.  

Of course, you don’t want that for your organization. Nobody does. However, the shift towards digital transformation could be a big deal for you. But believe us when we say this, it is important even for small companies. So, what should be your course of action in this scenario? Well, the answer is obvious. Choose a field service management software for QuickBooks– a dedicated software solution that automates and streamlines your business processes and allows integration with QuickBooks at the same time.  

So, what are your options? You do have a lot of them. But make sure you choose only the best. In this blog, we have compiled a list of leading field service management software that allows QuickBooks online integration

 List of Contents 

Before we discuss these options, let us talk a bit about the importance and advantages of QuickBooks integration.

Reason You Need QuickBooks Field Service Management Software

quickbooks-online

In the field service industry today, ditching the traditional paper-based system and adapting to digital transformation has become the most effective strategy for success. Simply put, digital transformation refers to the process of adapting to digital tools and technologies to manage the entire business operations instead of carrying them out manually. But there is more to the story. The shift to workforce automation software enables field service providers to organize all their business processes and database into one single platform, empowering them to manage their business processes seamlessly and more efficiently.  

There are tons of advantages to going paperless. But if you want to make the most out of it, make sure you are choosing a software solution for your business that takes care of all your operations on the same platform so that you have access to all your resources at your fingertips.  

While most field service software offers work order management, scheduling and dispatching, and other aspects of field service management through their platform, several of them fail to give you the one significant feature—accounting. Billing and invoicing are the most integral parts of any field service business. Unless you are getting paid properly and timely for your services, the issues of profit-making and revenue generation are way out of question. Therefore, you need to make sure you have a robust QuickBooks field service manager system that takes care of these aspects. 

 Now, if your field service management software lacks the functionalities of billing and invoicing, you will have to depend on another digital tool to take care of your payments, bookkeeping, and invoicing. This also means you have to re-enter customer information again on the invoicing software every time you are trying to send your customers an invoice. This leaves room for manual errors. Also, your payment cycle could potentially get delayed.  

The solution, however, is easy. Choose a field service management software compatible with QuickBooks. Powered by the leading accounting software, such software solutions allow a smooth synchronization of all your data so that you can easily import them between the two systems to create, edit, and share invoices with your customers in no time, and reduce the time in your payment cycle. While the integration ensures zero bookkeeping/ data-entry errors, it comes with a host of exciting benefits as well. For example:

  • Create invoices in the field 
  • Support digital signature to finalize billing documents 
  • Accept cash-on-delivery and spot payment 
  • Stay up-to-date on customer accounts 
  • Manage employee payroll more efficiently

Struggling with Invoices and Payments? Sign Up for the Free Demo to Try the Best Field Service Management Software with QuickBooks Integration

Five Field Service Management Software Compatible with QuickBooks

Field Promax Property Software

One of the leading field service dispatching software today, Field Promax offers the most efficient and robust cloud-based platform full of invaluable features and functionalities. It comes with a comprehensive work order management suite, efficient scheduling & dispatching system, and seamless functionalities to create and share estimates. It also comes with an integrated GPS-powered mobile app that allows you to track your technicians’ locations in real-time, monitor work progress, and view the entire schedule in different modes (daily, weekly, monthly, as well as individual schedules of technicians). The all-in-one dashboard provides you with access to every necessary customer detail and work order information. 

 The highlight, however, is that the software allows a robust two-way sync with QuickBooks, which means using your Intuit field service management login credentials, you can import the customer database to create and manage work orders, as well as use the data from the service management platform on QuickBooks to create and share invoices with the customers. Overall, it is the one-stop solution for all your technological needs. 

Main Features: 

2. FieldEdge

quickbooks

Another efficient field service software that allows two-way QuickBooks integration is FieldEdge. It is a gold-certified field service management tool that focuses on scheduling, customer account management, dispatch, and managing service agreements. It also features a service dashboard that provides performance analytics and mobile CRM functionalities to keep the entire staff, whether in the field or back office, connected in real time.  

FieldEdge also partners with QuickBooks and offers real-time data sync. The accounting software also allows you to manage your inventory and update accounts from a single platform, thus eliminating the need for redundant data entry.

Main Features 

3. HouseCall Pro

Housecall Pro

Housecall Pro is a cloud-based field service management app for field service professionals. Housecall Pro helps users to Automate Workflow and streamline technician dispatch. The software solution can be accessed via both mobile phones and desktops, as well as serves a wide range of industries, such as electrical contractors,  fire and security, plumbing, HVAC, and more. It also offers a comprehensive intuit field service management demo to facilitate smooth onboarding for new customers.

Housecall Pro enables service-based businesses to discard paperwork and replace it with digital automation. It offers useful features like QuickBooks online integration, job scheduling with GPS tracking, dispatching, job management, and more so that both clients and businesses can be on the same page regarding work orders.

Main Features 

  • Online Booking 
  • Scheduling 
  • Estimates 
  • Live GPS Tracking 
  • Follow-Up Marketing 
  • Job Management 
  • Advanced Reporting 
  • Strategic Account Manager 
  • Invoicing 
  • QuickBooks Integration

4. Workiz

Workwiz

Workiz is a field service mobile app designed to help you organize your service business more efficiently. It offers an effective set of tools to keep track of jobs, technicians, scheduling, invoicing, payments, and clients. 

Workiz is very easy to start with and you don’t need to download or install anything. Just create an account and start sending jobs to your technicians. This software solution allows your technicians to connect with the office without having to use any technical features. They can simply log in, communicate, and receive job orders via text or email. 

Main Features: 

  • Access Control 
  • Activity Dashboard 
  • Calendar 
  • Client Management 
  • Inventory Management 
  • Work Order Management 
  • Live Dashboard 
  • Lead Tracking 
  • Asset Lifecycle Management 
  • CRM 
  • Billing and Invoicing 

5. ServiceTrade

servicetrade

ServiceTrade is a robust field service management software that offers both web and mobile platforms for a wide range of field service businesses. It helps field service providers deliver seamless customer service powered by its host of valuable features and functionalities. Through the cloud-based platform, businesses can create online quotes, receive and manage work orders, schedule technician visits, share after-service reports and invoices with customers, and do much more to make their business processes more efficient. Other than streamlining operations for single or multiple offices, it also offers seamless integration with Intuit QuickBooks to deliver a smooth data sync.

Main Features: 

  • Automated Scheduling 
  • API 
  • Calendar management 
  • CRM 
  • Contact Database 
  • License and Contract Management 
  • Client Portal 
  • Alerts & Notifications 
  • Electronic Signature 
  • GPS 
  • Work Order Management 
  • Mobile App 
  • Inventory Management 
  • QuickBooks Integration

Looking for an Affordable Field Service Management Software with QuickBooks Online Integration? Get the Free Trial Today!

Final Words

Most field service businesses are now using one QuickBooks field service software or another for all the right reasons. As you can see, there are a host of advantages to this practice, the most prominent ones being streamlining your operations, organizing your data, and making your business processes simpler than ever. As a result, your business is most likely to grow further and generate more revenue.  

If you don’t want to miss that opportunity, make sure you take advantage of the best digital tools. While QuickBooks offers you the most comprehensive accounting solutions, you must choose a leading field service management software such as Field Promax to get the most effective digital solutions in one place. While the integration between the two systems makes your business processes more efficient, it also offers the best Intuit field service management pricing in the current market.


For any assistance regarding the integration, contact us today.

FAQs

QuickBooks could be a great CRM system for beginners. Small business owners often use this software as their first CRM, since it stores customer contacts and buying histories. When your business is just getting started, being able to access customer contact information from your accounting software might be enough. However, if you want advanced CRM features or when your business expands, you may want to upgrade to a higher-end system that is dedicatedly designed as CRM software.

At present, QuickBooks does not feature a work order system. But if you have the Premiere or Enterprise version of QuickBooks Online, you will have the ability to create work orders by modifying sales orders. This method lets you create a work order the same way that you would a sales order. The order will link to customers the same way that a sales order does, and it will let you convert it to an invoice.

Same as the offline version, the basic QuickBooks version does not feature work orders. But you can upgrade to Premiere or Enterprise version and enable the following setting to modify sales orders to return them into work order:

  • Go to the Edit menu and click on Preferences.
  • Select Sales & Customers.
  • Click the box that says Enable Sales Orders.
  • Press OK to save your new setting.
  • Go to the Home screen.
  • Select Sales Orders.
  • Click on Create a Sales Order.
  • Now, click Formatting, then Manage Templates.
  • Select Custom Sales Order from the List of Templates (Note: if you edit this template, it will overwrite the “custom” template, so you will want to create a duplicate by selecting Copy before you go further. Name your new template, then click OK.)
  • hen you are in your new template, select Additional Customization.
  • From this menu, select Header and change the name to Work Order.
  • You will also want to change the Ship Date to something more work order-specific, e.g., Date Scheduled. Some users will also want to make other customizations. Make any changes you like and click OK.
  • Further, whenever you need to create a work order, you will go to the template you just created.

Yes. QuickBooks facilitates easy job scheduling based on job type, job location, availability and technician skill sets. Similarly, users can also easily reschedule jobs or reallocate technicians for a given job. QuickBooks also has a dedicated scheduling system (with an integrated mobile app) known as QuickBooks Time. This is specifically designed for time tracking and employee scheduling to aid field service management. It syncs with Google Calendar, iCal, and more.

Joy Gomez

My world is made up of codes. It is the central element that drives my universe. I am a self-taught, process-driven programmer with a creative bent of mind. Since I was an engineering student, I dreamt of creating something unique. To satiate my creative appetite, I took to coding. Blessed with abundant support and generous scholarships from my employers, I simultaneously worked full-time and pursued my dream. My passion and high productivity helped me in my journey as well. Finally, I created Field Promax to follow my drive of coding and streamlining processes; and do more of what I know best—coding.