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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 Cleargistix?

Cleargistix Oil & Gas Services presents a cloud-based Digital Field Ticketing System that enables the digital collection of vital information such as revenue, safety reports, inspections, and payroll, while also allowing for smooth tracking through the various stages of review, approval, and reporting. This system is crafted to be lightweight, swift, and highly adaptable to accommodate your operations, personnel, and particular needs, ultimately enhancing both efficiency and productivity within the organization. By improving communication, Cleargistix effectively connects your office with field operations, ensuring that everyone—from dispatch to the crew and accounting—remains in sync. The Cleargistix Dashboard offers real-time insights into all active jobs, which aids in making informed decisions and managing resources more effectively. Furthermore, the Notification feature ensures you are kept up-to-date with action items, which helps maintain an efficient and prompt review and approval process. Cleargistix promises a thorough system that not only streamlines operational workflows but also encourages collaboration among your teams. Ultimately, this innovative solution empowers organizations to achieve higher levels of coordination and success.

Media

Media

Integrations Supported

Agent Payments Protocol (AP2)
AvSight
CloudNuro
Enerpact
Fi911
Juspay
Nango
PEDYN P2000
Product Marketing Alliance
QuickBooks Desktop Pro
QuickBooks Enterprise
Quickwork
SmartPOS by Petrosoft
UnifiedVU Platform
Unit21
Userify
Veratad IDResponse

Integrations Supported

Agent Payments Protocol (AP2)
AvSight
CloudNuro
Enerpact
Fi911
Juspay
Nango
PEDYN P2000
Product Marketing Alliance
QuickBooks Desktop Pro
QuickBooks Enterprise
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

Pricing not provided.
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

Cleargistix

Date Founded

2011

Company Location

United States

Company Website

www.cleargistix.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

Marine

Accounting Management
Ballast Table
Barcodes
Boat Maintenance
Manufacturing/Supplier Pricebooks
Marina Management
Maritime Crew Management
Routing
Scheduling
Storage Management

Oil and Gas

Compliance Management
Equipment Management
Inventory Management
Job Costing
Logistics Management
Maintenance Management
Material Management
Project Management
Resource Management
Scheduling
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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