About Intuit Field Service Management
Intuit Field Service Management is a field service management software from Intuit that helps businesses manage their field operations. It combines scheduling, dispatching, and invoicing so companies can improve efficiency and service delivery. The platform allows users to easily assign jobs to technicians, track work orders in real-time, and generate invoices directly from the mobile app. It supports multiple integrations with accounting software, provides GPS tracking for field employees, and enables customer communication through notifications. Key capabilities: job scheduling real-time tracking invoicing customer notifications mobile access Best for: service-oriented businesses that need to manage and coordinate field services effectively.
Intuit Field Service Management (IFSM), powered by Corrigo, is a cloud-hosted extension primarily for QuickBooks Desktop Enterprise, designed for service businesses like HVAC and plumbing. Its core function is unifying field and office operations. It features a drag-and-drop web dashboard for dispatchers, enabling real-time GPS tracking and schedule optimization via Google Maps. Technicians use dedicated mobile apps (iOS/Android) to receive work orders, access customer history to boost first-time fix rates, and process on-site invoicing and payments. The system's strength is its deep, two-way integration with QuickBooks Desktop, seamlessly synchronizing critical data like work orders and inventory usage directly into the accounting file. Deployment is strictly SaaS/Cloud-hosted; the office component is accessed via any web browser, while field staff rely on the mobile apps. Reliability is high, but the complexity of the integrated system necessitates robust network connectivity and careful data management to avoid sync issues. The core supporting software, QuickBooks Desktop Enterprise, is priced in annual tiers: Gold: $2210/yr, Platinum: $2717/yr, and Diamond: $5364/yr.
Pros & Cons
- +Provides a centralized platform to manage field service operations, reducing the need for multiple tools.
- +Integration with QuickBooks allows some level of accounting and invoicing within the same system.
- +Offers customization options to tailor workflows and processes for specific business needs.
- +Supports installation and training processes to help organizations onboard efficiently.
- +Enables basic tracking of field service tasks and employee activities for operational oversight.
- −QuickBooks integration is poorly managed, leading to accounting challenges and errors.
- −Some users experience significant difficulty in understanding the system, leading to wasted time.
- −Limited advanced features compared to other field service management software, prompting some users to switch.
- −Occasional software bugs or glitches can disrupt field operations.
- −Installation and training process can be lengthy and resource-intensive.
Features
Key features
- Real-time updates
- Track job status, technician arrival, travel time, and work order progress instantly from the field.
- Efficient job scheduling
- Drag-and-drop dispatch board allows quick reassignment and rescheduling of work orders.
- On-the-spot invoicing
- Create and send invoices immediately from the technician’s mobile app, reducing billing delays.
- GPS and mapping integration
- Track technician locations and customer sites using Google Maps to optimize routes and reduce travel time.
- Equipment and service history access
- Technicians can view equipment history to improve first-time fix rates and reduce repeat visits.
- Mobile app for field technicians
- Provides access to work orders, customer info, photos, signatures, and real-time updates on iOS and Android devices.
- Integration with QuickBooks
- Seamlessly syncs customers, invoices, inventory usage, and financial data with QuickBooks Desktop Enterprise or Online.
Additional features
- Work order management
- Create, assign, update, and track work orders through a centralized dashboard.
- Dispatch board
- View all technicians’ schedules, locations, and job statuses for efficient management.
- Mobile app functionality
- Access work orders, customer info, job history, capture signatures, photos, and notes on the go.
- Real-time field updates
- Receive instant notifications of job progress, delays, and technician status.
- Invoicing and payment processing
- Generate invoices on-site and sync with QuickBooks for accurate billing.
- Customer and equipment database
- Store detailed customer profiles, contact information, and equipment history.
- GPS tracking and mapping
- Optimize technician routes and minimize travel time using integrated Google Maps.
- Reporting and analytics
- Track technician performance, job duration, parts usage, and revenue metrics.
- Preventive maintenance scheduling
- Manage recurring maintenance jobs and service agreements.
- Inventory usage tracking
- Record parts and materials used for each job and sync with QuickBooks inventory.
Pricing
Annual plans
Gold
USD 2,210
≈ USD 184.17/mo when billed annually
≈USD 184.17/mo when billed annually
Platinum
USD 2,717
≈ USD 226.42/mo when billed annually
≈USD 226.42/mo when billed annually
Diamond
USD 5,364
≈ USD 447/mo when billed annually
≈USD 447.00/mo when billed annually
Countries & Languages
Interface languages
Billing currencies
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About Intuit Field Service Management
Intuit Field Service Management is a field service management software from Intuit that helps businesses manage their field operations. It combines scheduling, dispatching, and invoicing so companies can improve efficiency and service delivery. The platform allows users to easily assign jobs to technicians, track work orders in real-time, and generate invoices directly from the mobile app. It supports multiple integrations with accounting software, provides GPS tracking for field employees, and enables customer communication through notifications. Key capabilities: job scheduling real-time tracking invoicing customer notifications mobile access Best for: service-oriented businesses that need to manage and coordinate field services effectively.
Intuit Field Service Management Details
Intuit Field Service Management's In-App Market Place
Does Intuit Field Service Management have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Annual plans
Gold
USD 2,210
≈ USD 184.17/mo when billed annually
≈USD 184.17/mo when billed annually
Platinum
USD 2,717
≈ USD 226.42/mo when billed annually
≈USD 226.42/mo when billed annually
Diamond
USD 5,364
≈ USD 447/mo when billed annually
≈USD 447.00/mo when billed annually
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), CAD ($), AUD ($), JPY (¥), CNY (¥), INR (₹)
Pros & Cons
- Provides a centralized platform to manage field service operations, reducing the need for multiple tools.
- Integration with QuickBooks allows some level of accounting and invoicing within the same system.
- Offers customization options to tailor workflows and processes for specific business needs.
- Supports installation and training processes to help organizations onboard efficiently.
- Enables basic tracking of field service tasks and employee activities for operational oversight.
- QuickBooks integration is poorly managed, leading to accounting challenges and errors.
- Some users experience significant difficulty in understanding the system, leading to wasted time.
- Limited advanced features compared to other field service management software, prompting some users to switch.
- Occasional software bugs or glitches can disrupt field operations.
- Installation and training process can be lengthy and resource-intensive.
Intuit Field Service Management's Support Options
Email Address
support@intuit.comContact
1-833-203-1318Intuit Field Service Management's Alternatives
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