When the work is completed, email the details as an Invoice (which shows prices) or as a Work Order (which does not show prices) directly from our mobile app.
When the work is completed, you can post and close to automatically generate an invoice in QuickBooks. This keeps your current process intact and all billing still remains consolidated within QuickBooks.
With our custom pricing module you have the flexibility of charging different prices for the same product to different customers. This becomes handy when you have negotiated contract prices with certain customers.
Technicians can track expenses and mileage within thework order. Sometimes the mileage is chargeable to the customer but technicians forget to record it. With expense tracking, you have the ability to track and reimburse your technicians with any unexpected expenses that they may incur.
Invoices are the bridge between you and your customer, which guarantees a smooth and swift payment process. Field Promax’s field management system automates the invoicing process, which ensures –
-Accurate invoices without human error
-Safety by storing sensitive financial data in the cloud
-Makes billing paperless
-Instant delivery of invoices which brings you payments quickly
-24/7 access to financial data
-Makes accounting effortless by syncing Quickbooks
-Customization of invoices with special rates super easy
A perfect invoice is a secret to achieving high customer satisfaction!
We changed our accounting system and required a work order system to keep track of our multiple daily service calls with multiple technicians. We looked at a number of systems and found that Field Promax fits the bill. Just a great app with exemplary service!
Field Promax is great for work order management for 3 reasons: all the necessary information is available at a glance, it has enough features to cover our needs, but not to make it difficult to use and they have an extremely helpful support.
What I like about Field Promax is that all the information I need to access is on one screen. I can easily track the job progress and an invoice is just one click away.
Field Promax is a powerful platform that streamlines your entire service business operations. Using Field Promax’s software and mobile app, you can schedule and dispatch jobs, create estimates, manage recurring jobs, monitor your crew with time keeping and GPS tracking, spend less time invoicing, and manage customers. With Field Promax, daily operations are conducted with efficiency and accuracy.
Field Promax is used by a multitude of industries. Leading the charge are HVAC, Home security services, Electrical services, Landscaping services, Pest control services, Garage door services, IT services, and more. View our website (www.fieldpromax.com) to get a complete listing of all the industries we serve.
It won’t be a problem. The developers are always available for helpingand guiding you to Integrate QuickBooks Desktop with ease. All the customers and product records are synchronized, and this assures complete security of your information.
With Field Promax you can manage and run your field service business from the field or from the office. Organize your work and keep your team connected. Move to a paperless environment, schedule more jobs and get paid faster. Train your technicians in 10 minutes and reduce your labor costs by 10%.
Of course! But don’t just take our word for it. See it for yourself. Check out what our customers have to say about our software and the service we provide on the QuickBooks App Center. (https://quickbooks.intuit.com/app/apps/appdetails/servicemanagerplus/en-us/)