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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

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Quickbooks

ACCURATE AND STREAMLINED DATA INTEGRATION

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

Quickbooks

LOWER YOUR COSTS AND IMPROVE BILLING  

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

Quickbooks

CHANGE YOUR BUSINESS 

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

Quickbooks

STAY CONNECTED 

 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

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.

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