Intuit Field Service Management ES

Intuit Field Service Management ES

Enterprise field service management software

4.5/5 (14403 reviews)

Intuit Field Service Management ES Overview

Intuit Field Service Management ES is a field service management solution which offers job scheduling, invoicing, and real-time updates to deliver information to technicians and receive data from the field. Integration with QuickBooks Desktop Enterprise keeps field service and financial data in sync.

With Intuit Field Service Management ES, users can schedule and assign work orders through the drag-and-drop interface. The dashboard gives users insight into each technician’s status, location, and assigned work orders. Users can also view the status and duration of each job, and the technician's travel time, arrival time, and hours clocked. Google Maps integration and GPS allow users to locate customer sites and track workers, enabling the minimization of travel time between jobs.

Intuit Field Service Management ES stores all customer, contact, and equipment information centrally, giving technicians access to available equipment and service histories before starting a job. Native mobile apps for Android and iOS let technicians receive work orders and schedules in real time while out in the field.

Pricing

Starting from
US$35.00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

Intuit Field Service Management ES Reviews

Overall rating
4.5/5
92% positive reviews
8378
Excellent
4938
Very good
874
Average
131
Poor
83
Terrible
Anna H.

Use QuickBooks to feel Empowered and Efficient while running your business

Used Daily for 1+ year
Reviewed on 16/5/2019
Review Source: Capterra

As an ASL Interpreter, I met many self-employed freelancers in my field. I was very apprehensive about transitioning from staff employment to self-employment. Luckily, I decided to try the Self-Employed option through Quickbooks. It's been a great experience. As a "first generation freelancer", I depend daily on the tracking tools that QuickBooks provides. Before, I faced daily anxieties about whether or not I was documenting my expenses and mileage correctly. Now, I track this information confidently with Quickbooks, and am able to spend more of my cognitive and emotional energy on my actual work and passions.

Pros

I mostly use the "QuickBooks:Self-Employed" features of this software. I love the versatility with the mileage tracker that allows me either to have trips automatically tracked or to add and delete trips on my own. Living in a metropolitan area, the mileage tracker will sometimes count rides on public transportation as a car ride. I'm easily able to delete that trip and also check on my transactions to make sure that the money spent on transportation is documented appropriately as business or personal.
One of my VERY favorite features are under the "Reports" section. I love the ability to get a preview of what kind of information I'll be sharing at tax time. I can download an excel spreadsheet that breaks down all of my Schedule C Transactions as a different page for each category (assets, meals, etc.). Before I started using Quickbooks, I didn't even know what most of these terms event meant! Now I'm able to work more freely and confidently as a "first generation freelancer".

Cons

When manually adding a trip to the mileage section, you are able to input the beginning address and the end address. However, QuickBooks does not have a feature that will calculate the miles between those addresses. As of now, I have to go back to my Google Maps app to see what the number of miles were. It makes the experience less fluid.

Rating breakdown

Ease of Use

Likelihood to recommend

10.0/10
Miguel F.

Tried & True - Quickbooks remains king!

Used Daily for 2+ years
Reviewed on 14/5/2019
Review Source: Capterra

The ability to track me financials allows me to identify my business's cash flow which is crucial to keeping my doors open. Automatic bank feeds are cutting down the time I need to spend doing manual data entry and gives me more time to focus on my main mission of my company.

Pros

The ease of use allows just about anyone to successfully navigate and work in the software. No matter if you have an accounting or financial background. This is great news for business owners and accounting personnel, alike. With the ease of use, the training resources provide by Inuit, and their extensive list of available Pro-Advisers, you will be up and running and tracking your business's finances in no time. One other aspect I like is the ability customize the software to git your industry or company's needs. Custom reports, customized chart of accounts, etc are just a few examples how QB sets the standard for small/medium size business accounting softwares.

Cons

The least favorable aspect of Quickbooks is the inability to prevent old transactions from back-posting into a closed period. For example, if I void a check or an invoice, I would like to be able to set an effective date of today and not the original date of the source document. Allowing this to happens, will throw off bank reconciliations, it would and could change past period financial statement information and could impact your tax liability as well.

Response from Intuit

Thank you for bring this to my attention, Miguel.

You can close your books for a period of time so that transactions aren't allowed to be posted before that time period.Here are the articles for the respective programs:

Online: https://quickbooks.intuit.com/community/Reports-and-accounting/How-do-I-close-the-prior-years-books-to-send-to-the-accountant/td-p/182283

Desktop:
https://quickbooks.intuit.com/community/Help-Articles/Close-your-books-in-QuickBooks-Desktop/m-p/186457

If you ever have any questions about this, please reach out to us on Facebook (Intuit QuickBooks) or Twitter (@QBCares).

Grant, The QuickBooks Team

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend

10.0/10

With QB, we know 'where we are heading'

Used Other for 2+ years
Reviewed on 15/4/2019
Review Source: Capterra

QB has helped not only us but many thousands to know where we are heading in our business, thereby reach our corporate objectives and financial goals and survive in this competitive and challenging business environment by systematically managing resources.
Thanks, QB team for the great efforts you have taken and I wouldn’t hesitate for a moment to recommend QB to any small to medium scale user.

Pros

The best part in QB is that it doesn’t allow others to toy around when it comes to managing the ‘returns for your efforts’.
You don’t need to be an accounting professional to work with QB, but a little playing around with the software gives you a glimpse of the workings and gradually guide you through to become an expert in managing your financial matters yourself or even supervise a basic level staff member in handling your financial matters if it’s a small to average scale business. The passwords systems at various levels ensure the security and prevent manipulation of data by other fellow users. With long years of improvements and with the feedback of users of various levels and a variety of trades, QB has become the leader in this category.
QB has simplified most of the bookkeeping tasks in a diverse array of businesses be it services, trading, manufacturing or your personal accounts. It has gone beyond accounting software to function as an ERP in our manufacturing facility. It has become another machine in our plant with no complaints of overwork, no leave, no annual bonuses, and no work stoppages. If the accounts guy is away, I myself take his place with all other priorities. It’s so simple even for those who are not IT savvy.

Cons

whenever there are glitches, there are enough resources available in the community forums or the Intuit support team. Having said that, I wouldn’t say that QB is the only and perfect system, as there could be glitches during different applications, but with the help of the users, QB team can update the system for better performance for the benefit of all concerned.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
John S.

A little clunky, but still the best accounting software on the market

Used Daily for 2+ years
Reviewed on 27/3/2019
Review Source: Capterra

The main benefit of quick books for my business is the ease of use for everyday bookkeeping tasks, and interfacing with our accountant for year and and quarterly filings. Also, it is such a standard software that it is easy to find new hires with quickbooks knowledge. Once your Quickbooks is set up to suit your business, keeping it up is really easy. It also saves on paper waste as documents and receipts and invoices can be scanned right into the software and the physical copies destroyed.

Pros

Quickbooks contains everything you could need for most organizations. The user interface is a bit difficult to navigate, and could use updating, but the funcionality is there. My favorite feature is being able to attached scans of documents or receipts right to a transaction. You can upload saved scans from your computer, or quickbooks will interface with a scanner to scan them directly into quickbooks, which is very handy. This cuts down on lots of paper in the office. Also, the accountant function is great for utilizing a 3rd party bookkeeper. You can send out a portion of the quickbooks file to your accountant to make changes, meanwhile still being able to use the software and update with new changes.

Cons

The interface takes a lot of getting used to. The usual keyboard shortcuts don't work in Quickbooks, and pulling reports is clunky, but functional in the end. There is so much functionality packed in that it is hard to navigate to simple things sometimes. Not all companies need inventory management and purchase order tracking, and complicated payroll features, but some of these functions are always turned on.

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend

5.0/10
Sheri S.

Have been using QuickBooks for my small business for 16 years!

Used Daily for 2+ years
Reviewed on 14/3/2019
Review Source: Capterra

The benefits of using QuickBooks are that I stay organized by recording all of my sales, income and expenditures in real time as they happen which saves me in accounting expenses such as hiring this work out. Also...I liked QuickBooks so well for my small business that I use it to record all of my personal finances as well. I love the reports I have easy access to as well such as Profit and Loss statements that allow me to see quickly how my business is doing this year compared to previous years. I also love that I can track what I'm spending in customized categories that I've created. It also gives me tremendous insight into my sales, ie what is selling, what is not and how it compares to previous years. I highly recommend QuickBooks for not only keeping your finances straight but also for the reports that give you valuable insight into your business.

Pros

Once you familiarize yourself with the product it's easy to use. I have been using QuickBooks for 16 years for my small business for all of my daily, weekly, monthly and quarterly bookkeeping needs. It saves me time and money on accounting expenses and allows me to stay organized. Because I handle all the day to day accounting needs thru QuickBooks I only have to pay my accountant to handle my yearly tax return. And because QuickBooks makes it easy to stay organized with income, sales and expenditures my accountant spends less time preparing my tax return which also saves me money.

Cons

That the Cloud version is a bit too pricey for my small business needs.

Response from QuickBooks France

Thank you for the excellent review, Sheri! I'm delighted QuickBooks is saving you time when managing your daily, weekly, monthly and quarterly bookkeeping, and it's wonderful to know the program has been backing your small business for over 16 years.

I'm sure you're a pro by now, but if you ever need support, know the answers you seek are only a short search away on our Community website. I encourage you to explore this site when you have a moment to spare: https://quickbooks.intuit.com/community/US-QuickBooks-Community/ct-p/community-us

I'm thrilled QuickBooks has been able to help you with your financial records, regardless of them being personal or business-related. Thank you again for this excellent review, Sheri!

Warm regards,
Clay, The QuickBooks Team

Rating breakdown

Ease of Use

Likelihood to recommend

10.0/10

Intuit Field Service Management ES Pricing

Starting from
US$35.00/month
Pricing options
Free Trial
Subscription
Value for money

Pricing is based on the number of users required.
1-10 users: $35/user/month.
11-40 users: $31/user/month.
41-101 users: $28/user/month.

Intuit Field Service Management ES Features

  • Inventory Management

  • API
  • Activity Dashboard
  • Activity Tracking
  • Audit Trail
  • Auditing
  • Automatic Notifications
  • Compliance Management
  • Custom Fields
  • Customizable Reporting
  • Data Import/Export
  • Document Storage
  • Inventory Tracking
  • Invoice Management
  • Monitoring
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

Additional information for Intuit Field Service Management ES

Key features of Intuit Field Service Management ES

  • Accounting Integration
  • Appointment Management
  • Billing & Invoicing
  • CRM Integration
  • Call Center Management
  • Contact Database
  • Contract Management
  • Contractor Management
  • Customer Database
  • Dispatch Management
  • Inventory Management
  • Job Management
  • Job Tracking
  • Labor Projection
  • Maintenance Scheduling
  • Mobile Access
  • Performance Appraisal
  • Recruiting Management
  • Routing
  • Self Service Portal
  • Skills Tracking
  • Task Management
  • Variable Workforce
  • Work Order Management

Intuit Field Service Management ES FAQs

Below are some frequently asked questions for Intuit Field Service Management ES.

Q. What type of pricing plans does Intuit Field Service Management ES offer?

Intuit Field Service Management ES offers the following pricing plans:

Starting from: US$35.00/month

Pricing model: Subscription

Free Trial: Available

Pricing is based on the number of users required.
1-10 users: $35/user/month.
11-40 users: $31/user/month.
41-101 users: $28/user/month.

Q. What are the main features of Intuit Field Service Management ES?

Intuit Field Service Management ES offers the following features:

  • Accounting Integration
  • Appointment Management
  • Billing & Invoicing
  • CRM Integration
  • Call Center Management
  • Contact Database
  • Contract Management
  • Contractor Management
  • Customer Database
  • Dispatch Management
  • Inventory Management
  • Job Management
  • Job Tracking
  • Labor Projection
  • Maintenance Scheduling
  • Mobile Access
  • Performance Appraisal
  • Recruiting Management
  • Routing
  • Self Service Portal
  • Skills Tracking
  • Task Management
  • Variable Workforce
  • Work Order Management

Q. Who are the typical users of Intuit Field Service Management ES?

Intuit Field Service Management ES has the following typical customers:

Large Enterprises, Mid Size Business, Small Business

Q. What languages does Intuit Field Service Management ES support?

Intuit Field Service Management ES supports the following languages:

English

Q. What type of pricing plans does Intuit Field Service Management ES offer?

Intuit Field Service Management ES has the following pricing plans:

Subscription

Q. Does Intuit Field Service Management ES support mobile devices?

Intuit Field Service Management ES supports the following devices:

Android, iPhone, iPad

Q. What other apps does Intuit Field Service Management ES integrate with?

Intuit Field Service Management ES integrates with the following applications:

QuickBooks Enterprise

Q. What level of support does Intuit Field Service Management ES offer?

Intuit Field Service Management ES offers the following support options:

Online Support, Phone Support