VIDEO: Top 5 Field Service Software Integrations For QuickBooks

Billing and invoicing is a crucial part of most field service interactions, so it's important to make sure your FSM solution integrates with the accounting software you use. In this video, we'll take a high-level view at five field service management systems that integrate the best with QuickBooks. These include FieldEdge, Intuit Field Service Management, Jobber, KickServ, and Smart Service. QuickBooks integration may be the biggest factor impacting your decision, but if you're looking for an FSM solution that needs to satisfy a number of criteria, use the Product Selection Tool on our website to get a free list of personalized recommendations.

First up is FieldEdge, a QuickBooks platinum partner that provides real-time data sync with QuickBooks. This FSM system focuses on dispatch, customer account management, and service agreement management. Using the accounting integration in FieldEdge, you can also manage inventory levels and update accounts. This cuts out invoice updates and double-entry. Intuit Field Service Management may seem like an obvious choice, but it's still worth mentioning.

Made by the same company that makes QuickBooks, Intuit FSM is a web-based app that lets you manage your people, customers, and costs more efficiently. This system integrates seamlessly with QuickBooks, which is great for making invoices, accepting mobile payments, and emailing receipts to customers. Jobber is a software-as-a-service FSM system that works best for cleaning services, general contractors, landscaping companies, and HVAC technicians.

The QuickBooks integration in Jobber uses automatic two-way sync for payroll tracking and invoices, which prevents errors like double-booking. Jobber also syncs your clients, products, and services with QuickBooks, so everything stays consistent. Like Intuit FSM, KickServ is a web-based FSM app that lets you schedule jobs, send invoices, collect payment, track time, and route technicians via GPS. KickServ offers two-way sync for both QuickBooks Online and QuickBooks Desktop.

This means you can track invoices and run payroll without having to leave KickServ. This system also comes with CRM features, so you can manage leads and opportunities all in one place. Smart Service is a QuickBooks add-on application that serves as scheduling and dispatch software for plumbing, HVAC, roofing, pest control, and many other verticals. Unlike the other FSM systems we've covered so far, Smart Service focuses on letting you add basic field service tools to your QuickBooks account.

These tools include routing, scheduling, and dispatching, all of which use two-way sync. Smart Service works with QuickBooks Pro, Premier, Enterprise, and Online. Hopefully you feel more informed about how to choose an FSM vendor, but if you need more information, we've got you covered. Visit our website at technologyadvice.com to compare over 95 vendors, and use our Product Selection Tool to request a free, personalized shortlist of the best field service management software for you. Click the button on the left to get started.