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Intuit Field Service Management Review

Intuit has a knack for alluring branding, and the field service solutions to match


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Pros:

  • Excellent for service industries
  • Smart work order scheduling system
  • Best-in-field QuickBooks support
  • Rich ecosystem of integrations

X Cons:

  • No mobile app support for instant messaging (yet)

Intuit’s TurboTax is the software that almost manages to make filing end-of-year tax returns sound exciting. Mint is their personal finance app that promises to do what its name suggests - help you make a mint. And, of course, there’s QuickBooks, the time-saving accounting software used by more than a million small businesses.

Of course, great branding says more about a company’s marketing team than it does about their products and services. And when it comes to choosing a field service management solution for your business, you should be laser-focused on the latter.

So here’s the real question: does Intuit make payroll, personal finance and accounting more intuitive? We tested Intuit’s field service management solutions for ourselves to find out.

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What’s in the Intuit Field Service Management Toolkit?

Work Order Scheduling

In an era of obnoxious banner ads and intrusive pop ups, we think there’s something to be said for a stripped back user experience. Intuit’s on the same wavelength. Drag-and-drop work order assignment means you can do away with manual data entry for good. Technician running late to a customer appointment? No problem. Just swap their name on the work dispatch board for someone else’s.

Work order scheduling with Intuit

We like: The well laid out schedule view that highlights scheduling overlaps.

Route Planning

Customer cancellations and traffic jams are common occurrences, but with the right field service software, they shouldn't upset your operation.

With Intuit route planning, you can spot shortcuts and send updated route information to your field service techs in real time. Your drivers get directions straight to the service address via the mobile app.

Route planning with Intuit

We like: The fleet management-lite functionality helps you to prioritize customer appointments.

Employee Time Logging (add on)

Payroll management shouldn’t induce panic, and with Intuit, it won’t. This clever module captures your staff’s hours directly from their mobile phones, cutting the time you spend processing time sheets at the end of the month.

The software calculates paychecks and tax contributions for you, and with seamless QuickBooks integration, you'll be on the money every time.

Accurate time logging with Intuit

We like: The option to define ‘rounding rules’ for paid overtime.

Preventative Maintenance (add on)

Nothing sours relationships quicker than losing track of ongoing contractual obligations towards your customers.

Intuit's preventative maintenance features help you manage these arrangements with ease. The system alerts you to upcoming appointments so you can assign the right resources for the job.

The result is a fleet management workflow that runs more smoothly than ever. You're guaranteed to keep your customers happy and your liabilities low.

Preventative maintenance with Intuit

We like: Maps integration shows you where your technicians need to be, and when.

Mobile Support

Intuit provides free iOS and Android apps which, frankly, are a godsend. From the home screen, you can see each technician's daily assignments, job status, and complete job details. Techs can also invoice and accept payments through the app, so you can bill customers and get paid faster.

That said, neither app works without an active subscription to the parent software. There's also no in-app instant messaging, though Intuit may add this feature in a later update. Top stuff.

Intuit mobile interface

We like: The ability to see all job details in one place without having to quit the app.

QuickBooks Integrations

Unless you still prepare your financial statements on parchment, you’ll at the very least have heard of Intuit’s flagship bookkeeping software. What you might not know is that Intuit’s field service suite integrates seamlessly with QuickBooks.

Intuit Field Service Management for QuickBooks features include:

  • Contract management - say goodbye to end-of-the-month payroll stress
  • Merchant services support - smooth payment processing (read our full review of QuickBooks Payments)
  • Advanced inventory management - stay on top of stock levels and equipment locations

How Can Intuit Help Your Business?

As you might imagine from the impressive array of features, Intuit field service management software stands out for several reasons. Here are the three biggest benefits for small businesses.

Improve First-Time Fix Rates

With instant access to customer, inventory, and personnel information in one place, technicians can get the job right the first time.

Eliminate Paperwork Hassles

Say goodbye to paperwork errors, duplication, and lost paperwork. Your field technicians can capture customer signatures and photos in the field.

Boost Efficiency

With better tracking comes better routing and improved accountability. On-site payment processing through QuickBooks merchant services integration reduces the time it takes to get paid for work that's already been completed.

Who Can Intuit Help?

Intuit focuses on serving traditional service businesses. If your outfit does any of the following, you should definitely consider their field service management solutions:

  • Electrical repair work
  • Plumbing
  • Heating, ventilation and air conditioning (HVAC)
  • On-site repair work
  • Pool maintenance
  • Appliance repair work (garage doors, sprinklers, etc)
  • Medical equipment maintenance
  • Alarm and security installations

On the other hand, industries for which Intuit is less suited include:

  • Non-profit work
  • Retail
  • Property management
  • Utilities

If your business requires fleet management in tandem with field service management, you should look into companies like Verizon that offer both.

Pricing

Pricing for Intuit software is on a per user / per month basis. Active QuickBooks Enterprise Full Service Plan users receive a $35 per month discount on their overall Intuit Field Service Management subscription. The number of users for the time card and preventative maintenance add-on modules will be the same as the number of users on the core service. So, if your business has 25 users, the add-on pricing will apply to all 25 of those users.

Check out pricing plan information for the core software and add-ons below:

Intuit Field Services Pricing Plans

Intuit pricing plans

Field Service Management Software Reviews

Eager to learn how Intuit stacks up against the competition?

We’ve reviewed three top field service software companies to help you choose the right fit for our business. And, if you still can’t decide then fill in the form at the top of this page and get a field service software quote.

Verizon Connect

Since Verizon acquired Fleetmatics and Telogis in March 2018, you’ll find their field service solutions rebranded under the name Verizon Connect. The acquisitions mean better software integrations than ever, and more control over field service workflows.


Deployment: Cloud, SaaS, Web

Starting Price: Not provided by vendor

Supplier Rating:

mHelpDesk

mHelpDesk makes it easy to manage techs, bill clients, book jobs, and get paid - all from your smartphone. Savvy teams will love that you can even add photos and time tracking details to work orders in real time.


Deployment: Cloud, SaaS, Web, Mobile - Android Native, Mobile - iOS Native

Starting Price: $99.00/month

Supplier Rating:

Service Fusion

With Service Fusion, estimating and scheduling is fast and easy. So are invoicing and payment collection, which technicians can do in the field via credit card. The best part is the robust backend reporting, which includes revenue, sales history, and commission reports.


Deployment: Cloud, SaaS, Web, Mobile - Android Native, Mobile - iOS Native

Starting Price: $99.00/month

Supplier Rating:

Expert Verdict

We could sing Intuit’s praises all day, but the bottom line is that we highly recommend their field service software solutions. If you're looking at field service software as a way of controlling expenses, Intuit field service management software is a great buy.

Field service management pricing may appear complex, but it’s really in your interest to receive a tailored quote so that you never pay for more than you need. Expert Market can do the hard work for you and compare field service software providers that match your needs. Just complete our quick quotes-finding form to request more info.