Imagine having everything at your fingertips in one single system. With powerful integrations, like your field service management software and QuickBooks, that can be your reality. 

Service Fusion’s field service management platform makes life easier by putting everything under one roof, so you can stop juggling tech tools. And when you sync it with QuickBooks, you’ll save even more time and headache.  

Let’s review how integrating QuickBooks with your field management software can benefit your business. 

3 Benefits of Integrating QuickBooks Services with Service Fusion 

Want to control the flurry of information throughout your business each day? We all need “a little help from our friends”—and some of the best ones are tech tools.  

Service Fusion and QuickBooks come together to simplify field service operations and accounting, delivering next-level efficiencies, including: 

1. Automated Data Entry 

Doing all your data entry and invoicing in one place will help you save time, money, and a little sanity.  

Working between multiple data sources—such as your field service management software and QuickBooks services—can cause inaccuracies in reporting and analysis. Zap manual processes, double entry, and human error with automated data entry. 

Service Fusion offers one platform that integrates scheduling, dispatching, and accounting to provide a single source of truth. This allows you to understand the state of business, including when a sale is made, when payment is collected, and even if you have open receivables. 

2. Integration with Customer Database 

QuickBooks Online was designed to support integrations so that it can communicate across your field service management system. Handle everything from document and customer relationship management to dispatching. 

Service Fusion keeps teams on the go with communication and data entry capabilities—share notifications about service addresses, job needs, points of contact, and necessary supplies. You can rest easy knowing that everything is captured between your field service solution and QuickBooks. 

3. Customization for Efficiency 

QuickBooks doesn’t have to look and feel the same for organizations of different sizes and industries. You can tailor your instance with customizable fields, invoices, and forms to meet your business needs.  

Start with the basics, such as adding branded invoices, and personalize as much as you need. For example, you can: 

• Auto-populate customer data. 

• Create custom drag-and-drop dashboards. 

• Categorize income and expenses. 

Service Fusion offers even more flexibility by helping with invoices. Choose between sending them manually, automatically, and on a recurring basis between QuickBooks Online and our payment system, FusionPay. 

Outsource Your QuickBooks Services to a Trusted Partner 

Using QuickBooks to its fullest comes with time and practice—even if it’s connected to your field service management system. If your business needs a little extra support, Service Fusion partners with the best of the best to set up, migrate, and train your team on QuickBooks. 

Out of the Box 

As one of Service Fusion’s partners, Out of the Box provides expert services to ensure businesses like yours get the most from QuickBooks.  

It’s available as your go-to for QuickBooks services, implementations, and accounting software migrations to ensure all your accounting data is stored accurately and performs correctly. 

Lean on Out of the Box as your business prepares to: 

• Switch from QuickBooks Desktop to QuickBooks Online. 

• Migrate from Oracle, Xero, Microsoft Dynamics, and others. 

And while Out of the Box may have written the book on QuickBooks, it can support your accounting needs holistically, too.  

Need a hand with catch-up accounting before you migrate systems or even ongoing accounting support? Out of the Box is equipped as a full-service accounting firm to keep your books organized. 

Once you’ve brought accounting and field service together, get the most from the integration. Out of the Box offers tailored training based on your skill level to help your business manage transactions between Service Fusion and QuickBooks. 

Baytek  

No two QuickBooks partners are alike. Baytek specializes in QuickBooks Online cloud implementations and software customization, so your business can accurately record accounting data and draw actionable insights from reporting. 

But Baytek also knows that service businesses come in all shapes and sizes—with diverse accounting needs to match. That’s why Baytek not only helps your team use accounting software but also steps in to fill gaps with: 

• Outsourced controllers or accountants 

• Data repair, scrubbing, and purging 

Need a hand figuring out your software? Take advantage of Baytek’s customized accounting training online or in person too! 

Optimize Your Business with Software That’s Better Together 

Are you sick of double data entry and trying to track down customer information? 

Bouncing between field service management and QuickBooks services is time-consuming and confusing! Service Fusion can lighten your load by integrating directly with accounting to streamline your field service and automate key business tasks. 

Simplify your operations with the field service management software that does more and the accounting system trusted by all. Schedule your personalized demo to see how Service Fusion and QuickBooks can boost your business with a one-two punch. 

The post Too Much Tech, Too Little Time? Streamline QuickBooks and Customer Data Entry  appeared first on Service Fusion.

You may have heard it referred to as simply “FSM” software, or maybe just “management” software. No matter what you call it, it’s software that service provider businesses use to organize field technicians and workers, along with simplifying processes throughout the whole business, from dispatch to payment. Most field service management software includes tools and capabilities that can transform things like scheduling, human resources, customer retention, and field tracking.

For a long time, field service management software was designed with big businesses in mind, but the software as a service (SaaS) model has opened up a whole new affordable world for small businesses, especially service provider businesses. If you choose the right field service management software, the benefits can be far-reaching, and it can take a business from holding steady to solid, consistent growth.

Here, we’re taking a look at what you need to know about field service management software to help you decide if it’s a good choice for your small business.

You’ll have to get used to going virtual (and paperless–darn!).

Although manual habits may be the bane of your existence, they’re still habits—comfortable, habitual parts of your day. But the “devil you know” way of business life won’t move you forward. If things don’t seem official to you unless there are at least five steps and three copies, you are going to need to open your mind to everything happening in the cloud.

It’s also important to note that using SaaS to manage your small service provider business doesn’t mean you can never touch paper again. Some customers still want printed estimates and receipts—and with most field service management software, you’ll have no issues meeting that need.

However, the paper-free benefit of using cloud software can’t be overstated. It might seem weird or “unofficial” to create and keep everything in the cloud, especially signed documents—but it’s perfectly safe to use electronic signatures.

And yes, using field service management software makes invoices and payments easy for everyone—from you, to the technicians, to the customers. There’s no reason to use old-school manual processes when there are software options for small businesses that can make them more efficient and provide a more convenient customer experience.

Software makes service provider communication easier.

With one application for everyone to use, communication becomes much easier. Field service management software can make it easy to contact field technicians, no matter whether you call, message, or email.

All communication goes through the application, so there are no messages—especially emergency messages. Sourcing emergency jobs without interfering with scheduled service calls is difficult. Having location and skills information in the same application can help make those emergencies more manageable.

Customers love this type of communication because you can tell them exactly where their tech is and when to expect them, closing the dreaded service window. This also helps technicians prioritize jobs as they come in, and make customer management easier. Technicians can use a field service management software application to keep track of different customer contact numbers, addresses, preferences, and more.

It all boils down to convenience. A field service management software application makes life easier for the front office and the technician, but best of all, it helps your business provide better customer service.

Looking to save money and drive revenue? Field service management software might be the answer you’re looking for. Learn more in our eBook.

Field service management software automates service provider billing.

Well, most field service management software automates billing. If you’re using billing software like QuickBooks, make sure your field service management software can easily integrate.

It may not seem like that big of a deal—you’re used to doing the billing how you’ve done it for years. Why integrate? Because integrating billing will make your life easier, make your business run smoother, help you provide better service, and free up time you can spend on things like new marketing efforts or sales follow-ups.

Once it’s set up to integrate with your billing software, your field service management SaaS will automatically send out bills and reminders, and it will update accounts when electronic payments are made. Customers get the benefit of convenient and safe payments, and you get billing information stored securely without a physical paper trail to file and store.

The front office will get a comprehensive view of what’s going on.

The worst feeling a service provider front office can have is helplessness—and of course, panic. That’s what happens when an emergency service call comes in and the dispatcher can’t get hold of, or even find, an available technician, let alone the best technician for the job.

Using field service management software gives the front office a bird’s eye view of where all techs are at all times, instantly showing who is the closest to the immediate need. Not only that, the right field service management SaaS will store technician capabilities, so the dispatcher can find not just the closest, but the best person for the job, without impacting scheduled appointments.

You’ll have to get used to being more productive and less stressed. (Really!)

Without all of the manual duties you’re used to doing, field service management software frees up a lot of time that can be used on efforts to grow the business. Instead of spending hours per week on manual tasks, divert that time to marketing efforts.

Imagine having time to:

• Develop marketing plans to get more customer reviews
• Set up an email marketing campaign
• Join Facebook groups to get advice and exposure to more customers

When one’s day is filled with a lot of stress, it can get comfortable. Service provider small businesses can get out of their comfort zones in the best way with the time field service management software can save them.

It’s crucial to choose the right software.

To get the benefits we’ve outlined here, you have to get the right software. Make sure it:

• Has GPS tracking
• Integrates with your billing software
• Allows customers to do everything virtually, from estimate to payment

You’ll want your cloud solution to give you a comprehensive view of where everyone is, make it easier to alter the day’s schedule, and elevate your customer service experience to differentiate you from your competitors.

Service Fusion’s field service management software can free you up so you’re always focused on the most important thing: what customers want.

The post Service Providers: What You Need to Know About Field Service Management Software appeared first on Service Fusion.

If you’ve ever missed a bill or wish you could tell exactly how much each job is costing you, we have the perfect solution. We’re so excited that Service Fusion has been recognized by Intuit as a Quickbooks Solution Provider, which means you can keep your accounting system and operations up to date without having to press a single extra button. It’s seamless!

98% of Quickbooks customers say that the accounting software helps them run their business more easily, which is our goal at Service Fusion. Quickbooks is designed for small to medium-sized businesses so that business owners don’t have to worry about juggling their accounting as well as their other projects.

The vast majority of our users utilize QuickBooks for their accounting needs. We believe it’s important to empower our customers by providing them cost-savings and an integrated solution with the market-leading QuickBooks to help them grow their businesses. Likewise, similar to our mission at Service Fusion, Intuit strives to design products and platforms that empower consumers, especially small businesses, to improve their financial standings with the least amount of work possible. Partnering with Quickbooks was a no-brainer for us.

You may recognize Intuit from their products such as Turbo, Mint, and Turbo Tax. Their financial management software is the perfect addition to our field service management software. While you can currently manage your customer base, scheduling, jobs & estimates with Service Fusion, the Quickbooks addition can help you track project profitability, invoices and payments, and other expenses with minimal effort.

Any changes made in your Service Fusion account, such as updates on customer information, products, or services, will automatically sync with the Quickbooks application. All payments can be accessed right in your Quickbooks invoice as well, so you’ll never have to worry about juggling customer payment and bills again.

Our Quickbooks designation also means that we can offer our clients discounts on select Intuit products and services, complementing our online software platforms. Win-win!

Just like the real-time, field service communication system in your Service Fusion platform, Quickbooks provides your business with real-time accounting management. To learn more about how easy to use Quickbooks is for your business and seamlessly integrate your business operations, check out our free demo!

The post Sync Your Field Service Management Software with Quickbooks Seamlessly appeared first on Service Fusion.