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What is Workfinity Services Management?

Workfinity is an all-encompassing service management platform that comprises interconnected modules designed to meet the diverse needs of field service operations. It offers real-time monitoring of field activities and supports the oversight of technical personnel in various locations. The platform also manages spare parts used during service tasks and arranges for the reverse logistics of equipment that has been serviced on-site. Additionally, it features stock segmentation capabilities specifically for service-related items and governs the service workflow beginning from the initial sale of products. Integrated with the Services Module, it provides tools for credit assessment and the categorization of both retail and corporate sales. Moreover, it enables control over multiple sales channels, meticulously manages deals, and supervises negotiation processes. With its advanced reporting capabilities, iSolutions is committed to the continuous improvement of its workforce while actively seeking out new talent, understanding that its intellectual capital is an essential asset in their pursuit of solutions that add value for clients. This dedication to nurturing employee skills and recruiting innovative talent ensures that the organization leads the way in service advancements and remains competitive in a rapidly evolving market. As they strive for excellence, iSolutions embraces new ideas and technologies to adapt to the changing landscape of service management.

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.

Media

Media

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

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

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$1,091 per year
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

iSolutions

Date Founded

2001

Company Location

Brazil

Company Website

www.isolutions.com.br

Company Facts

Organization Name

Intuit

Date Founded

1983

Company Location

United States

Company Website

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

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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