What are the Advantages of Quickbooks Integration? There’s a pretty good chance you’re using QuickBooks to manage your company’s finances, and if you are, you’ll get the most value out of field service software for QuickBooks. With over 1.4 million users and over 50,000 accountants, CPAs, and consultants in its ProAdvisor network, Intuit QuickBooks is one of the most popular choices for business accounting software, especially among small and medium-sized businesses (SMBs). The alliance of these two systems keeps field service data and financial data synchronized throughout the day and eliminates redundant data entry, which can save your company valuable time, not to mention the inconvenience of dealing with bookkeeping errors and customer disputes. That’s why it’s best to look for a field service management (FSM) solution that integrates with the accounting software you already use. They either can’t collect payments onsite at all, or they can, but have to re-key every transaction into a separate system at EOD, which leads to stacks of paper invoices piling up in the office and a sloppy, mistake-ridden audit trail. Sadly, many businesses don’t have the infrastructure in place to do this efficiently. This is useful in any industry where customers pay for one-off service visits - lawncare, HVAC, plumbing, pest control, wrecker services, and utilities are all common examples. It gives agents and technicians the ability to quote pricing and charge customers for parts and service rendered. Tags: Field Service Management What is the Importance of Accounting Software in Field Service Management?īilling and invoicing is an integral part of most field service interactions.
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