INTUIT FIELD SERVICE MANAGEMENT - CUSTOMER Features.

Alitco · ‎November 05, 2018

Dear Sir ; We are interested in buying your product.

We are looking for a single solution which serves our both purposes customer and Management interaction

Provide quick access to the customer thru the Mobile app or Web to create and track service request and service follow-up.
Provide consistency with proper service ticket tracking, follow ups, and service notes history.
Text based chat with a live agent
With Field service Management Feature like Assigning the Technician / Tracking the activities for both Field technician and Management Mobile App Features.
Management and customer Reporting
Check- in and Check – out for the field technician – Google Map Integration

Please let us know which product to buy.

Appreciate if you can send us a demo link to see the features for both customer and field service Management

Looking forward to see your reply.

john-pero · ‎November 15, 2018

You have reached a peer user community but perhaps I can direct you to the products best suited for yoru use.

It sounds like you need to start with any version of QBO, the online platform. and of the three versions your actual needs might determine - number of reports, class/location tracking, etc. Then you need a third party app for CRM. QuickBooks is great at "bookkeeping" but a poor choice alone for customer relationship management.

QBO> https://quickbooks.intuit.com/

Apps for QBO> https://apps.intuit.com/allapps

moose4595 · ‎March 17, 2022

I am using quickbooks enterprise and need to consider adding field service management back into the mix. Can I get a demo of how it works and what cost is associated with my next update of Quickbooks?

@john-pero wrote:
You have reached a peer user community but perhaps I can direct you to the products best suited for yoru use.

It sounds like you need to start with any version of QBO, the online platform. and of the three versions your actual needs might determine - number of reports, class/location tracking, etc. Then you need a third party app for CRM. QuickBooks is great at "bookkeeping" but a poor choice alone for customer relationship management.
QBO> https://quickbooks.intuit.com/
Apps for QBO> https://apps.intuit.com/allapps

Rose-A · ‎March 17, 2022

I appreciate you following up on this thread, moose4595.

The option to add a field service management is unavailable in QuickBooks Desktop. While this service isn't available, you'll want to search for a third-party app that integrates with your desktop version. Here's how:

Go to https://desktop.apps.com/home#!category/10368/6984.
Search for apps in the search box.
Hit Search.

The system displays the list of applications available that match the description you entered and are compatible, and designed to work with QuickBooks Desktop. Once you find the right app, click to open it.

Additionally, you can visit the following write-up: Sales and customers. This will provide you links on how to manage your company income as well as resources about other customer-related concerns.

Don't hesitate to fill me in if you have other QuickBooks concerns. I'll be around to keep helping. Have a great rest of your day.

Topics

Training

Community

Resources

INTUIT FIELD SERVICE MANAGEMENT - CUSTOMER Features.