Leah Merrill for Capterra writes: Trying to manage your field technicians’ schedules and then manually generate the correct invoices for the correct jobs is like trying to juggle with one arm.
Wouldn’t it be great if there were systems out there designed to automatically create invoices in QuickBooks whenever you finish a job? Well—there are! Many systems are created specifically for QuickBooks users so that whenever you enter customer or job information into the system, it gets automatically sent over to QuickBooks and an invoice is created so the job can be billed immediately—this saves time and eliminates a lot of double entry.
To save you the time of looking through all the systems out there to see which ones can integrate with QuickBooks, I’ve listed five great options for you to look into.
1. Intuit Field Service Management ES
Intuit and Corrigo partnered to develop this web-based field service management software that helps your business run smoothly and manages everything from work order to invoices. It also works with QuickBooks Enterprise Solutions to keep your field service data together with your financial information. Some of their customers include Brunson Air and Heating and Secon Corporation.
Intuit Field Service Management charges $35/user/month for up to ten users, $31/user/month for 11-40 users, and $28/user/month for 41-100 users. They also have additional per user per month fees for their add-on modules, which are optional.
Pros/Cons
Intuit Field Service Management ES has smooth integration with QuickBooks, the dispatch board can be viewed in live time, scheduling and rescheduling work orders is very easy, and it has great support.
Some drawbacks are that it does not connect with QuickBooks Online, and that there is no mobile calendar or calendar integration.
2. QXpress Scheduling Software
QXpress Scheduling Software by Marathon Data Systems is a program made for QuickBooks users that work in the field service industry. It handles scheduling, job costing and invoicing. Customers include Prime Lawn and New England Lawn Irrigation.
Their plans start at $59/month, and go up to $99/month based on the additional features each package has.
Pros/Cons
QXpress Scheduling Software has smooth integration, it is easy to setup, and scheduling and estimating jobs is very simple as well.
A downside of the software is that reporting can be difficult, and if you continue to upgrade QuickBooks, you’ll also need to keep QXpress updated or it may stop working with QuickBooks.
3. The Service Program
The Service Program by Westrom Software is software that works with QuickBooks to help you manage your service business and handles things like scheduling, route tracking and invoicing. They offer three different ways to use the software: subscription, finance, or purchase.
Subscription would involve an upfront cost of anywhere from $249-$1200 and a monthly fee of $50-$200, depending on the number of PCs.
The finance option involves a down payment of anywhere from $500-$2,000, a monthly payment of $145-$210, and support costs from $25-$60 per month, depending on the number of PCs.
The purchase option ranges in price from $2,095-$4,295 total, with yearly support fees that range from $300-$700, depending on the number of PCs.
Pros/Cons
Users have said that The Service Program works great with QuickBooks, can track field technicians and their jobs well, and is flexible and able to change along with your business.
Cons include the fact that there are not many tutorials besides some training videos, and at times it can be difficult to get questions answered.
4. ServiceTask
ServiceTask Software by New Service LLC is web-based software that helps you to schedule jobs, has reminders and notes, and a dispatch board. Customers include Alpine High Window Cleaning and Eco Tech Pest Control.
There are no installation or download fees, and they also have free support and upgrades. For one user it is $24/month, and for unlimited users it is $49/month.
Pros/Cons
ServiceTask is reported to have a great support team, be intuitive, have a great calendar feature, and be open to making changes.
However, some users say there is no products or inventory support, and no invoice support.
5. Smart Service
Smart Service by Intuit is a service scheduling software designed for QuickBooks users that handles scheduling and routing for a wide range of industries. Their customers include USA Plumbing, Amps & Volts Electric, and Empire Pools, Inc. Smart Service costs around $1,600 for a one-time fee.
Pros/Cons
Smart Service has a good dispatch feature, is simple and easy to use, has good technical support, and has great scheduling features.
Some downsides of the software are that loading times can be high, and sometimes updates are run without warning.
Have any questions or comments? Are there other service scheduling systems you think play well with QuickBooks? Add them below!
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