Www.Fourlane.com IN THE FIELD Intuit Field Service Management for QuickBooks Enterprise Solutions powered by Corrigo START Slide 1 of 10.

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Presentation transcript:

IN THE FIELD Intuit Field Service Management for QuickBooks Enterprise Solutions powered by Corrigo START Slide 1 of 10

“Intuit Field Service Management ES has increased our accountability with our technicians. Technicians are now challenging each other to increase their speed of service and it has helped us secure that each project is being completed in a timely manner.” ELIZABETH BRUNSON OWNER BRUNSON AIR AND HEATING provide the answer to who’s doing what and where. WE... Get more work done. Get paid faster. YOU... Do payroll better. Get more business. Slide 2 of 10

= GET MORE WORK DONE Schedule and assign work in real time with GPS to maximize productivity and customer satisfaction. + DISPATCHDODOCUMENT + Automation maximizes office and field productivity so your technicians get more jobs done. Wireless work orders and back office integration eliminate double data entry, reducing errors. Augment paper work orders and clipboards with web-based and wireless services. Work orders are dispatched wirelessly and managed by workers using handheld devices. Data flows from the field into your Intuit system, eliminating unnecessary travel, double data entry and endless stacks of paperwork. Slide 3 of 10

= GET PAID FASTER Create invoices on site at the time of service. + INVOICEGET PAIDSYNC + Accept and process credit card payments on site to speed-up cash flow, reduce fees and eliminate bad debt. Synchronize with Enterprise Solutions to reconcile payments. Let your field service teams create invoices at the job site, take or process payments immediately—then sync with Intuit QuickBooks Enterprise Solutions. Save days or even weeks off your time-to-invoice, so you get paid faster. Slide 4 of 10

Record time in the field with GPS verification for accurate payroll. + CAPTUREAPPROVELINK + Review consolidated timesheets and approve with less effort. Inputs data into your payroll system, so you don’t have to. = DO BETTER PAYROLL with TimeCard Add-On Module Capture workers’ time in the field automatically and get your technicians focused on billable work instead of paperwork. Slide 5 of 10

= GET MORE BUSINESS Sell more service agreements. + SELLSCHEDULEPREPARE + PM work orders are auto-created and easy to schedule. Proactively prepare for PMs for efficient dispatch and prompt completion. with Service Agreements Add-On Module Service agreements can be sold or renewed in the field at time of service. Preventative maintenance work orders (PMs) are auto-created, then assigned based on technician location and skills. Prepare and schedule PM visits proactively—so even slower times can be profitable. Slide 6 of 10

HECTOR LOPEZ OPERATIONS MANAGER PARAMOUNT POOL SERVICES COMPANY “Intuit Field Service Management ES has saved us time and money because we are able to see everything in real time. For example, we can see what our technicians are doing in live time and that allows us to properly credit hours and materials for each assignment.” Slide 7 of 10

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