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What is Intuit Field Service Management?

Connect your office with service technicians to improve job scheduling and expedite payment processes. Alleviate worries about tracking work orders, technician productivity, and accounts receivable. Intuit Field Service Management optimizes your operations, offering enhanced visibility into your workforce, customer base, cash flow, and expenditures. Additionally, it integrates seamlessly with QuickBooks Desktop Enterprise, ensuring that your financial documentation and field service activities are in sync. With your Enterprise subscription, you are granted one user license for Intuit Field Service Management, which facilitates integration with QuickBooks and allows for self-assignment of work orders. Should you wish to broaden your dispatch capabilities, simply contact Sales for extra user access. Scheduling or modifying tasks is remarkably easy, as Field Service Management provides dispatchers with an all-encompassing dashboard that showcases each technician's work orders, present location, and current status. Modifications are quick and straightforward; if a technician encounters a delay, you can effortlessly drag and drop the work order into a different time slot. This effective system not only streamlines workflow but also significantly enhances the quality of service provided. Moreover, the comprehensive insights gained from this tool can help inform future operational decisions.

What is Cilio CiO?

Installation companies throughout the United States have found an effective answer to their order management challenges with Cilio CiO field service software. These firms aimed to minimize paperwork, improve scheduling capabilities, streamline mobile order handling, and facilitate the capture of purchase orders from retail partners, and we have adeptly addressed these requirements. Cilio CiO is tailored to help installers manage a wide array of projects, whether assignments stem from Lowe’s, Home Depot, other home improvement retailers, or directly from clients, encompassing services from plumbing and roofing to the installation of doors, windows, flooring, and beyond. The software allows all job-related information to be centralized in one place, including job notes, documentation, images, measurements, and work schedules. Cilio CiO stands out by enabling the import and automatic filling of your personalized business forms. Furthermore, our software offers intuitive scheduling options with drag-and-drop features, detailed calendar views, mobile signing and sending capabilities, and smooth integration with QuickBooks, along with access to portals from Home Depot and Lowe’s. This comprehensive solution not only optimizes operations but also fosters improved communication and efficiency throughout every phase of the installation process, ultimately leading to greater customer satisfaction.

Media

Media

Integrations Supported

AvSight
Fi911
Juspay
Measure Square
Nango
PEDYN P2000
Product Marketing Alliance
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
Quickwork
SmartPOS by Petrosoft
UnifiedVU Platform
Unit21
Userify
Veratad IDResponse

Integrations Supported

AvSight
Fi911
Juspay
Measure Square
Nango
PEDYN P2000
Product Marketing Alliance
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
Quickwork
SmartPOS by Petrosoft
UnifiedVU Platform
Unit21
Userify
Veratad IDResponse

API Availability

Has API

API Availability

Has API

Pricing Information

$1,091 per year
Free Trial Offered?
Free Version

Pricing Information

$100 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Intuit

Date Founded

1983

Company Location

United States

Company Website

quickbooks.intuit.com/desktop/enterprise/field-service-management/

Company Facts

Organization Name

Cilio Technologies

Date Founded

2002

Company Location

United States

Company Website

www.ciliocio.com

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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