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Intuit Field Service Management - Eliminate Paperwork and Bottlenecks so You Can Get Paid Faster

Quickly schedule and assign work. Get real time status updates through wireless devices.

Intuit Field Service Management ES simplifies your business and gives you more control over your people, customers, cash flow and costs. Additionally it works seamlessly with QuickBooks Enterprise Solutions 9.0.

Technical Advantages

Although Warehouse Management ES is a web-based software as a service (SaaS), it integrates with the desktop version of Quickbooks Enterprise Solutions seamlessly. The benefits of SaaS include:

  • No software to install or maintain
  • No need to buy additional software or hardware
  • Lower initial costs
  • Up and running in days instead of weeks
  • Accessiblity from any internet-connected computer
  • Reduced reliance on IT staff
Data Security
All Saas applications offer the highest possible levels of:
  • Data redundancy
  • Physiacl data center security
  • Application security
  • Operating system security

System Requirements

High Speed Internet Connection

Supported Operating Systems:   Windows XP, Vista

Supported Browsers:  IE 6 or 7; Firefox 2 or 3
    Adobe Flash Player 9 Plug in required

Supported Versions of Outlook:  2003, 2007

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Manage sales opportunities in one place

Manage sales opportunities and their stage in the sales process along with their size, opportunity and close date. Easily do on the spot addition and editing of realated contracts within an opportunity.

Efficiently manage all sales activities

Keep all activities like e-mails, phone calls, meetings, etc. in one place. View them as a list or calendar entries. Link them to specific opportunities.

Track it all with a personalized dashboard

The dashboard provides a summarized veiw with drill down capability to specific details. Save time with one screen integrating all of your critical information.

Improve customer relationships

Record all sales activities related to either a sales opportunity or a customer contact. Contact information, account history and customer notes are at your fingertips allowing you to make a personal connection.

Easy access to information when needed

Your information is accessible online from anywhere at anytime through a protected server. Run reports, enter notes and manages sales opportunities.

Microsoft Outlook Synchronization

Synchronize customer contacts, meetings and tasks with Outlook. Even import Outlook e-mails, with attachments, into ES.

Dashboard for Sales Manager

Synchronize customer contacts, meetings and tasks with Outlook. Even import Outlook e-mails, with attachments, into ES.

Assign Leads to Sales Reps

Easily assign leads to individual sales reps. Monitor each opportunity through it's progress.


ES contains reports that provide information of the sales potential for your business. They provide the ability to summarize and analyze sales information by account, rep and so much more.


Warehouse Management ES allows you to put your inventory in multiple locations. It will track your inventory and direct the picker to the correct location to full the order.

Multi-Warehouse Sales Order

Warehouse Management ES will send sales orders to the correct warehouse at the sales order line item level. Separate sales orders are automatically created in Warehouse Management ES

Bar Code Import, Scanning and Printing

Import bar codes from QuickBooks Enterprise Solutions custom field on the item record. This enables bar code scanning for items the using Warehouse Management ES mobile bar code scanner. Migrate away from paper and pencils allowing you to have real-time, wireless, bar code scanning. Minimize mistakes, improving efficiency.

Build Assembly

Import bill of materials for an item assembly from QuickBooks Enterprise Solutions. Identify the component item locations from which to pick from. Generate a build ticket for picking and locate completed assemblies at warehouse stocking locations.

Serial Number and Lot Number Tracking

Track serial numbers and lot numbers for stock in your warehouses is simplified with Warehouse Management ES.

Vendor and Customer Returns

Warehouse Management ES sends the transaction from both vendor and customer returns to Quickbooks Enterprise Solutions. A customer credit memo is automatically created with a customer return.

Receiving Inventory

Mobile device functionality gives you several options for receiving inventory.

Move Transactions

Both the move location function and the move item function work seamlessly with a range of mobile devices.

Enhanced Bar Code Functions

A mobile device can be used to conduct purchase order receipts or to process and ship sales orders. Additionally, conduct inventory counts, move inventory in mass or at the item level.


Get up and running swiftly with QuickStart. It imports your QuickBooks items along with the quantities, sales orders, purchase orders and other associated QuickBooks Enterprise Solutions data.

Inventory Accuracy

Keep your inventory accurate and in synch with Quickbooks Enterprise Solutions. It blocks any inventory changes in Enterprise Solutions requiring all changes to be made within Warehouse Management ES.

Automatic Synchronization

Every minute QuickBooks Enterprise Solutions and Warehouse Management ES are synchronized automatically. Simple, reliable and completely automatic syncmeans no buttons to pus and no manual transferring data.

Shuffle Schedules Quickly

Use a dashboard that is full of information, including each technician's work orders, location and status. Moving a schedule is a matter of dragging and dropping.

Bird's Eye View

Using the dashboard, track what each technician is working on, the work status, job duration and much more. With a single click, open all of the job details and edit them.

Wireless Work Orders

Use cell phones and PDA's instead of paper so you control processes and information better. Immediate inforamtion is available on work orders and technician shedules.

GPS and Mapping

Fields Service Management ES integrates with Google Maps allowing you to track workers and locate customer sites easily. Maximize travel time and get more done each day.

Accurate Parts and Pricing

With Service Management ES, your parts catalog and price lists can be available to your field technicians. By synchronizing with QuickBooks Enterprise Solutions, your technicians have up-to-date pricing.

Mobile Payments

With mobile payments, your technicians can get cash on delivery and bank your money instantly. Increase cash flow and reduce efforts to gete paid.

No Double Entry

Generate invoices the instant your tech closes a work order. With time and parts captured at the worksite by your technicians, your billing is more accurate.

Manage Better With Powerful Reports

With built-in reporting and dashboards check staff productivity, revenue, work orders per technician and more. Easily create custom reports using the built in reports.


Using industry templates get productive quickly.

Time Cards

Each field technician's mobile phone can have his or her time card. Eliminate errors and validate the technician's location. Field Service Management ES creates GPS-stamped "when" and "where" for each time card. Reduce manual data entry.

Service Agreeements

Create contracts with customers who need periodic service over a length of time. Plus, your preventive maintance work orders are auto-created and easy to schedule.

Up To Date Snapshot

The Sales Performance Analyzer dasboards provide up to date snapshots of company perfomance. Know exactly where your sales and products stand at any time.

Multiple Filter Views

Filter customers and products by a large range of filters including custom date ranges, gross margin, average days to pay. The weighted business impact view allows selection of importance to your business of sales, margina and days to pay.

Get the Exact Repot You Need

Create the exact reports you need with the Custom Report Bilder. Your custom report in Business Analysis ES is updated each time you run it. No need to recreate the report. Although the builder currently focuses on sales and profitability but with continual improvement more data will be accessible from Enterprise Solutions.

Simple drag-and-drop tools let you create custom reports in minutes.

Analyze Data the Way You Want

The spreadsheet like tool of the Custom Report Builder provides near real time access to data in Enterprise Solutions. With this powerful tool, you can create detailed table reports.