Quickbooks Integration

with Fieldpoint Field Service Software

Fieldpoint’s field service software comes with a built-in integration with QuickBooks, enabling a streamlined link to your accounting software, while you revolutionize your service department. Push a button and Fieldpoint imports your QuickBooks customers, products, and tax information. Push another button and seamlessly export invoices from completed work orders, jobs, and service contracts, directly into QuickBooks invoices

See Our Field Service Management Software in Action



Import customers, products,pricing, taxes and job information with a click of a button



Quickly import invoice batches into QuickBooks for faster billing, improved cash flow, and updated inventory balances



Add a robust field service software for service, contracts and projects withought ditching your acoounting software



 From the field to the back office, keep your service and accounting departments synchronized without multiple data entry.



Scheduling and Dispatch Software

Optimized Field Service Scheduling

Quickly route service calls utilizing Fieldpoint’s field service scheduling software with drag and drop calendar console and technician search functions to narrow down the right tech, with the right skillset for the job.

  • Automate scheduling and dispatch in real-time to reduce costs and attain a high call volume
  • Visibility into the technician’s schedule across the day, week or month
  • Routing options to get technicians to job sites faster

Installation Project Management

Fieldpoint’s project management and job costing solution integrates with QuickBooks and CRM systems

  • Create invoices based on progress billing as the project is completed
  • Plan resources, purchase parts and equipment with the resource planner
  • Keep installation projects on time and on budget
  • Complete project revenue, cost, and margin analysis and revise budget as the project moves forward

Field Service Contract Management

Profitable and Renewable contracts

Maintain customer preventative maintenance schedules and service contracts with automated work order generation, keeping contracts efficient and profitable.

  • Supports annual, quarterly, monthly or custom billing cycles and have invoices exported to QuickBooks for fast billing
  • Define service levels (SLA), parts pricing, labor, and travel rate conditions
  • Streamline and automate renewal management

See Our Field Service Management Software in Action

Technician Mobility with Checklists

For many organizations, installation projects and jobs involve coordinating the purchasing of materials and equipment. Buying materials at the right price, from the right vendor, with the right delivery capabilities, can make or break a job. At Fieldpoint, we help you mitigate that risk with requisitions, purchasing, and receipts of products fully integrated to leading financial inventory system like Microsoft Dynamics GP, Dynamics 365, and Netsuite.

See more on Mobile Checklists

paysimple payments

Accept online payments securely with Fieldpoint Payments

Offer your clients a hassle-free way to pay

Digital invoicing is projected to grow at a compound annual rate of 20.4% until 2027. Are you still waiting for checks to come in the mail?

With Fieldpoint’s integrated payments feature, you can reduce administrative overhead waiting on checks to arrive by mail, gain control and visibility over payments while offering your customers a more convenient way to pay.

  • Paid invoices are updated automatically on your ERP system, with a seamless integration with QuickBooks Online and Microsoft Dynamics Business Central. Other integrations coming soon.
  • Easily track the status of an invoice (e.g. Processing, Authorized or Declined) to make critical business decisions in real-time
  • Fully PCI-compliant collection process, ensuring security will not be a burden for your business

Plus, the application process is simple, and processing fees are competitive in the market.

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The Importance of Integrations in FSM

Your Field Service Management (FSM) platform provides you and your teams with a high level of capability as you manage your personnel, oversee your operations, and handle resource allocation, among other tasks. But you can still go further with your FSM solution, and...

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