selling field service management es for quick books
DESCRIPTION
Introduction to Intuit\'s scheduling and dispatching software for QuickBooks Enterprise. Intuit Field Service Management is designed to help service companies get more work done, get paid faster, and do payroll better. Ideal for HVAC, heating, cooling, plumbing, and other industries.TRANSCRIPT
Introduction to sellingIntuit Field Service Management ES withQuickBooks Enterprise
Presented by Mike Simons
520-901-2527
What is Intuit Field Service Management?
•Work order scheduling and dispatching system with mobile invoicing and mobile payment capture via QuickBooks Merchant Services; Time Card data synch with QuickBooks Payroll Services; Inventory tracking via Advanced Inventory • Software as a service (http://workplace.intuit.com)•Monthly payments, no contract required
• It’s another way customers can add value to their QuickBooks Enterprise Solutions
Typical Customer Markets
Calendar 2010
Pricing & licensing
• Subscribers pay a monthly fee for each office worker and field technician who needs login access to the FSM system•Access via browser on PC, or via app on a smart phone or tablet• Pricing starts at $105 per month for 3 named login users• Full price list on www.QBES.com
Describe the process…
• Schedule the tech for the work order• Tech receives work order via smart phone• Tech completes work and prices up the invoice via smart phone• Tech takes credit card payment via smart phone• Integrates exclusively with Merchant Account Services• Invoice syncs from FSM into QBES with payment attached• Seamless integration with Payroll and Advanced Inventory module
Customer benefits
Get more work done via:• Smart scheduling and powerful dispatch board• Real-time work order dispatch• Anytime/anyplace access to customer service history• Track inventory usage by multiple locations (Adv. Inventory)
Get paid faster via:• Create invoices and take payment in the field (Merchant
Services)
Streamline payroll process:• Capture work order time for payroll (QB Payroll)
In Closing
• Field Service Management is add-on for QBES• Integrates with QuickBooks Merchant Services• Integrates with QuickBooks Advanced Inventory• Integrates with QuickBooks Payroll Services• Helps service companies:– Get more work done!– Get paid faster!– Do payroll better!
To learn more:
• Contact your Intuit Channel Manager. Or, • Contact Mike Simons @ 520-901-2527• www.QBES.com web site (mobile device listings,
pricing, recorded demonstration)• YouTube channel:
http://www.youtube.com/user/intuitfieldsvc