Intuit Field Service Management Presented by David Lin, DL & Associates

What is Intuit Field Service Management (IFSM)? Cloud-based application, Software as a Service (SaaS) Dispatches work order to technician Schedule technicians for service calls and installation work Dashboard tracks work order and technician status Track customer service history and equipment service history Create invoices Capture customer signatures and take payment onsite Service Agreement for recurring work orders (Service Agreement add-on module) Mobile time card (integrated with QuickBooks timesheets, add-on module)

Who Should Use FSM? HVAC, heating, cooling, mechanical, refrigeration Plumbing Electrical Security/alarm systems Garage door/overhead door Driveway gates Sprinklers Audio/visual/home entertainment systems And much more!

Benefits of FSM Customers Know technician’s workload and location in real time -Electronic dashboard -Service history Automatically create recurring work order Get paid faster Track inventory at technician’s truck Streamline technicians’ payroll in QuickBooks

What Information Is Transferred Between QuickBooks and FSM? QuickBooks Customers and Jobs Inventory, non-inventory, service and group items Other information, such as sales tax rate

Demo Create work order and assign work order to technician View dashboard to see the work order assignment and location of technician Technician is notified of the work order and picks up the work order from their mobile device Take notes and work order/invoice from mobile Approve work order and transfer work order to invoice

FAQ Does FSM integrate with Intuit Merchant Service account? o Yes Can a user create customers and items in FSM? o Yes, the customers and items created in FSM will sync to QuickBooks Does FSM support QuickBooks classes? o Yes Can technicians a work order or invoice with customer’s signature on site? o Yes

FAQ Continued Which mobile devices can support FSM? o iOS and Android mobile devices can use FSM. Microsoft Surface is not currently supported. Can task assignments of work orders be viewed from the dashboard? o No. Work order status and assignments can be viewed on the dashboard, but not at the task level Can FSM manage inventory? o There is no inventory management in FSM, but you can manage technician’s inventory from QuickBooks Can I search the serial number of a piece of equipment from FSM? o Serial numbers and model numbers are not searchable. However, you may locate the serial number and model number through report filters.

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