Field service software that syncs with QuickBooks Online and Desktop
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Seamlessly connect your business tools
Field Promax connects your field team to QuickBooks Online and QuickBooks Desktop. Customers and products sync with QuickBooks, and completed jobs become QuickBooks invoices with the customer, labor and materials already filled in, so nobody in the office types them twice.
Trusted by 100,000+ contractors. Rated 4.7 on Google and 4.2 on Capterra.
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
When the job is marked complete, Field Promax creates the invoice in QuickBooks with the customer, labor and materials already filled in. QuickBooks Online gets it right away. QuickBooks Desktop picks it up on the Web Connector's next run.
Customer Pays, Records Stay in Sync
Technicians take a card payment through Stripe, QuickBooks Payments or QuickBooks GoPayment, or record cash or check by hand. The invoice is already in QuickBooks and the payment syncs too. 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 Desktop Integration Made Easy
Manually syncing data wastes time and leads to errors.
Connect QuickBooks Desktop through the QuickBooks Web Connector and sync your company file with Field Promax. No more double data entry!
Request DemoConnect Field Promax with your essential business tools
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.
Two-Way Sync
Your QuickBooks customers, products and services, classes and tax codes come into Field Promax. Customers, invoices, payments and expenses sync back to QuickBooks. Estimates can be imported from QuickBooks Online, one way.
Stripe and QuickBooks Payments
Collect card payments in the field with Stripe, QuickBooks Payments or QuickBooks GoPayment, or record cash and check by hand. Payments sync to QuickBooks.
GOOGLE 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.
MAIL PARSER Integration
If you get standard emails, Field Promax can automatically turn them into work orders.
XERO 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.
Field 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
Save More Time 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 $239/month, 8 users for $319/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 works with both QuickBooks Online and QuickBooks Desktop. Customers, products and invoices sync with QuickBooks Online, and QuickBooks Desktop syncs through the QuickBooks Web Connector. The Field Promax support team sets up the Desktop connection with you. You can also find Field Promax on the QuickBooks App Store.
When a job is finished, Field Promax turns the work order into a QuickBooks invoice with the customer, line items and amounts already filled in, and closes the work order in the same step. Nobody in the office has to retype it.
Your QuickBooks customers, products and services (with their cost), classes and tax codes come into Field Promax, so there is no separate list to keep up. Customers, products, invoices, payments and expenses sync between Field Promax and QuickBooks, including new customers and sub-customers you add in Field Promax. Estimates come from QuickBooks Online into Field Promax only; they do not sync back. Timecards are not exported to QuickBooks.
Field Promax connects to QuickBooks Desktop through the QuickBooks Web Connector. The Web Connector runs on your PC, so that PC needs to be on with QuickBooks open for a sync to run. To confirm your Desktop version and edition, ask the Field Promax support team.
No. QuickBooks stays your accounting system. Field Promax runs the field side, including scheduling, dispatch, work orders, time and materials and invoicing at the job site, and syncs customers, invoices, payments and expenses with QuickBooks.
Yes. In the Field Promax mobile app, technicians complete the work order, add materials from your synced QuickBooks product list and capture the customer's signature, and the job reaches QuickBooks without anyone retyping it. Your company decides whether technicians can post and close jobs themselves or leave that to the office.
Yes. Technicians can take a card payment on site through Stripe, QuickBooks Payments or QuickBooks GoPayment, or email the customer a Stripe payment link. Cash or check payments can be recorded by hand in Field Promax, and payments sync to QuickBooks.
No. A Field Promax account connects to one accounting system at a time: QuickBooks Online, QuickBooks Desktop or Xero. If your books are in Xero, see Field Promax's Xero integration.
Most customers are set up within an hour. The Field Promax onboarding team walks you through connecting QuickBooks and bringing in your existing customers and products.
There is no free plan, but you can try Field Promax free for 14 days after a short demo. Plans start at $99/month in the US and A$149/month in Australia. See plans and pricing