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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 Exoserva?

Exoserva provides an all-encompassing customer relationship management and field service solution specifically designed for contractors and home-service companies. This innovative platform aggregates numerous features such as managing customer relationships and leads, facilitating communication via calls and texts, scheduling appointments, dispatching services, and handling estimates, invoices, payments, and follow-ups automatically. An AI receptionist plays a crucial role by adeptly managing incoming communications, qualifying service requests, and scheduling appointments, while staff members benefit from web and mobile applications that help coordinate jobs and technicians effortlessly. Furthermore, the solution includes dedicated portals for both customers and vendors, offers customer-facing documentation, and integrates seamlessly with tools like QuickBooks Online and Google Calendar. Subscription plans are structured based on the size of the fleet and include monthly quotas for AI voice and SMS services. Technicians are empowered with a mobile application that provides job details, navigation to client locations, and the ability to capture photos and signatures for verification purposes. Prospective clients can also engage with an interactive AI voice demo and request guided setup support to fully grasp how the system can optimize their operational workflow. By uniting these diverse functionalities into a single, cohesive platform, Exoserva seeks to boost efficiency and elevate the quality of service delivery for its users, ultimately facilitating better performance across their businesses.

Media

Media

No images available

Integrations Supported

Agent Payments Protocol (AP2)
AvSight
CloudNuro
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

Google Calendar
QuickBooks Online

API Availability

API Availability

Has API

Pricing Information

$1,091 per year

Pricing Information

$499/month
The Wedge plan starts at $499/month. Plans vary by fleet size and include monthly AI voice and SMS allowances. Month-to-month plans are available without a long-term contract, and annual billing is also offered.
Free Trial Offered?

Supported Platforms

SaaS
Windows
Mac

Supported Platforms

SaaS
iPhone

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Webinars

Training Options

Not specified

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

Knock Knock Contractor LLC

Company Website

exoserva.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
Work Order Management

Categories and Features

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