Quickbooks Enterprise Solutions

Intuit Field Service Management ES

Service Agreements

Service agreements can be sold or renewed in the field at time of service. Preventative maintenance work orders (PMs) are auto-created and then assigned based on technician location and skills. Prepare and schedule PM visits proactively for optimal efficiency and quicker turn-around so that even slow times are profitable.

Get More Business

SELL - Sell more service agreements.

CREATE - Capture and access PM contract terms: equipment info, visitation schedule & pricing - in one system to ensure that the contract is easily fulfilled.

RENEW - Alert staff about renewals and analyze revenues through detailed reports without digging through paperwork.

PM Scheduling Made Easy

SCHEDULE - PM work orders are auto-created and easy to schedule.

ASSIGN - PM requests can be assigned based on skills, location and customer preference.

DISTRIBUTE- Set PM visits for slow seasons and more convenient times.

Perform PMs Better

PREPARE - Proactively prepare PM visits for efficient dispatch and prompt completion.

DO - Provide quality work; do it right and on time.

DOCUMENT - Track work and communicate accurately with customers.