Field Service Software with QuickBooks Integration
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Seamlessly connect your business tools
Field Promax integrates with the software you already use, creating a unified system that eliminates double entry and keeps your data consistent across platforms.
What Is QuickBooks Integration?
QuickBooks integration for field service software means your scheduling, work orders, time tracking, and invoicing all flow into QuickBooks automatically. Every job completed in the field creates an invoice in QuickBooks -with the right customer, the right line items, and the right amounts.
Field Promax connects your field team's mobile app directly to QuickBooks Online and QuickBooks Desktop. When a technician finishes a job, the billing happens without anyone in the office lifting a finger.
From Job Site to QuickBooks in 6 Steps
One complete workflow -from the first customer call to the invoice paid.
Create the Work Order
Office staff creates a work order in Field Promax with the customer, job type, and scheduled time. Customer data pulls from your synced QuickBooks contacts.
Dispatch to the Technician
The technician gets the job on their Field Promax mobile app - no phone call needed. They see customer details, job notes, and site address.
Tech Logs Time and Materials
On site, the tech logs hours worked and any parts used directly in the app. Products sync from your QuickBooks inventory - no separate list to manage.
Job Marked Complete
Tech marks the job done and captures a customer signature. GPS-stamps the completion time for payroll and billing records.
Invoice Auto-Generates in QuickBooks
The moment the job is marked complete, Field Promax creates the invoice in QuickBooks - with the correct customer, labor, and materials already filled in.
Customer Pays, Records Stay in Sync
Payment is collected in the field via Stripe or processed through QuickBooks. Both systems stay current. No reconciliation, no double entry.
QuickBooks Online Integration
Managing data across multiple platforms can lead to errors and wasted time.
Field Promax’s field service management software offers seamless integration with QuickBooks Online, eliminating double data entry and ensuring accuracy.
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QuickBooks Online Integration
Managing data across multiple platforms can lead to errors and wasted time.
Field Promax’s field service management software offers seamless integration with QuickBooks Online, eliminating double data entry and ensuring accuracy.
Request Demo
QuickBooks Desktop Integration Made Easy
Manually syncing data wastes time and leads to errors.
With Field Promax’s integration applications with QuickBooks Online, sync your QuickBooks company file seamlessly via the Web Connector—no more double data entry!
Request DemoQuickBooks Desktop Integration Made Easy
Manually syncing data wastes time and leads to errors.
With Field Promax’s integration applications with QuickBooks Online, sync your QuickBooks company file seamlessly via the Web Connector—no more double data entry!
Request DemoIntegration Ecosystem
Connect Field Promax with your essential business tools:
Automatic QuickBooks Invoice Generation
Our field service software for QuickBooks automatically generates invoices in QuickBooks when technicians complete a job, streamlining your billing process.
Explore moreSmooth Two-Way Sync
Sync your customers, materials, balances, estimates, and more so it's easy to manage your day-to-day business with everything in one place.
Explore moreSTRIPE Integration
Field Promax integrates with Stripe to let you collect payments in the field and track them in real time—all with secure, reliable processing.
Explore moreGOOGLE Calendar Integration
With Field Promax’s Google Calendar integration, you can sync your work schedule across platforms, ensuring seamless organization and never missing an important deadline.
Explore moreMAIL PARSER Integration
If you get standard emails, Field Promax can automatically turn them into work orders.
Explore moreXERO Integration
Field Promax makes Xero job management easy. Our app helps your techs work better and connects smoothly with Xero, so you can grow your business without the stress.
Explore moreField App That Syncs with QuickBooks Online
Your technicians don't need to call the office to close out a job. The Field Promax mobile app lets them complete work orders, log materials, capture signatures, and trigger QuickBooks invoices from their phone.
- ✓Complete jobs and generate QuickBooks invoices from the field
- ✓Log materials from your synced QuickBooks product list
- ✓Capture customer signatures on-site
- ✓App works offline - syncs when connectivity returns
- ✓GPS-stamped job completion for payroll accuracy
And Boost Productivity
Your team is the driving force behind your success. Support them with the right tools and watch your business thrive.
QuickBooks Integration Built for Your Trade
Every field service industry has its own billing rhythm. Field Promax handles them all.
HVAC
HVAC technicians deal with seasonal volume spikes and equipment warranties that complicate billing. Field Promax logs parts against each work order and generates QuickBooks invoices instantly at job completion - so your billing catches up with your call volume without extra office work. Maintenance contract renewals sync directly into QuickBooks as recurring line items.
HVAC software →Plumbing
Plumbing jobs often involve emergency calls with variable parts and labor that need fast, accurate billing. Field Promax lets techs log every fitting and hour on-site, with the final invoice in QuickBooks before they leave the driveway. No billing delays, no chasing down what was used on the job.
Plumbing software →Electrical
Electrical contractors need job costing accuracy across multi-day projects with multiple technicians. Field Promax tracks each tech’s hours separately, ties materials to specific work orders, and rolls everything into one QuickBooks invoice per job - giving you clean project-level profitability without manual reconciliation.
Electrical software →Property Management
Property managers run maintenance across dozens of units with different owners and billing schedules. Field Promax keeps each property’s work orders, vendors, and costs organized, with QuickBooks invoices generated per property on job completion - making month-end reconciliation a matter of minutes, not hours.
Property management software →Why Field Service Teams Choose Field Promax
More Users, Better Value per Technician
Plans bundle users by team - 5 users for $199/month, 12 users for $239/month. The more your team grows, the lower the cost per technician.
Set Up in Under an Hour
Import your customer list, add your team, configure your templates. Most customers are creating and assigning work orders within the first hour.
Works from Any Device
Technicians use the Field Promax mobile app on iOS or Android. No special hardware. No tablets required.
QuickBooks Integration Built In
Completed work orders generate invoices in QuickBooks automatically. No double entry. No reconciliation.
What Our Customers Say
Real feedback from field service businesses using Field Promax with QuickBooks.
“Field Promax has been a game changer for our QuickBooks workflow. Invoices go out the same day the job is done - we stopped chasing down billing from the techs entirely.
Maria M.
B and C Plumbing
“Scheduling, work orders, invoicing - it all flows into QuickBooks without anyone in the office having to rekey anything. We cut our admin time in half within the first month.
Tom Lacina
TCorp
“We were using Salesforce before this and the QuickBooks sync was always a mess. Field Promax just works. The team was set up and running in a day.
Tim Yslava
“Field Promax has been a game changer for our QuickBooks workflow. Invoices go out the same day the job is done - we stopped chasing down billing from the techs entirely.
Maria M.
B and C Plumbing
Frequently Asked Questions
Yes. Field Promax integrates with both QuickBooks Online and QuickBooks Desktop. QuickBooks Online sync is real-time - invoices generate in QuickBooks the moment a technician marks a job complete. QuickBooks Desktop uses Web Connector, which syncs at preset intervals you configure. Neither version requires double data entry.
Yes. Customer records, products, job details, and invoices sync between Field Promax and QuickBooks automatically. You enter data once in Field Promax and it flows to QuickBooks - no re-entry required on either side.
When a technician completes a job in the Field Promax mobile app, an invoice is automatically generated in QuickBooks with all job details already populated - labor hours, materials used, customer information, and the correct billing amounts. Nothing needs to be re-entered in QuickBooks.
Yes. The Field Promax mobile app lets technicians complete work orders, log materials, capture customer signatures, and submit timesheets from their phone. All of that data syncs to QuickBooks automatically - no phone call to the office needed. The app also works offline and syncs when the tech gets connectivity back.
Field Promax supports QuickBooks Desktop via Web Connector technology. The sync runs at preset intervals you configure. Contact the Field Promax support team to confirm compatibility with your specific QuickBooks Desktop version and edition.
Yes. Field Promax integrates with Xero in addition to QuickBooks. The Xero integration supports job management and keeps field service operations and accounting synchronized, with the same no-double-entry approach.
Most Field Promax customers are set up and connected to QuickBooks within an hour of signing up. The onboarding team walks you through the connection process, maps your existing QuickBooks data, and has you running work orders the same day.
In addition to QuickBooks Online and Desktop, Field Promax integrates with Xero for accounting, Stripe for in-field payment collection, Google Calendar for schedule sync across your team, and Mail Parser to automatically convert service request emails into work orders. The goal is one connected system without logging into five different tools.