Field Service Management Software - Workflows and Best Practices, Part Two of Two
Talk to the QuickBooks Enterprise experts at Fourlane today. Get the best pricing, tailored demo and QuickBooks consulting services.
QuickBooks Online Advanced supports more users, has more advanced reports, and includes premium support. Pay annually and save 50% off.
Learn more about our QuickBooks Services: https://www.fourlane.com/quickbooks-c...
View upcoming webinars and events: https://www.fourlane.com/events/
Call brief
Rene from Fourlane discussed the key features of Intuit's Field Service Management and service agreements module, including setting up customer profiles, job sites, equipment types, and customizing service agreements for specific equipment. She walked through the process of creating a maintenance agreement for a client, demonstrating how the system automatically generates work orders and invoices, and highlighted the ability to apply discounts on parts. The session provided an overview of the capabilities of the Field Service Management and service agreements functionality within Intuit's software.
Key points
1. The Fourlane expert introduced the topic of field service management and service agreements, an add-on module for Intuit's software.
2. Rene demonstrated how to set up a service agreement for a customer, including defining equipment attributes, types, and creating a maintenance agreement.
3. The service agreement allows for automatic scheduling of maintenance visits, with work orders created 7-30 days in advance.
4. The service agreement can be set up to charge a fixed annual fee, with discounted labor rates for the visits.
5. The presenter showed how the work orders are generated and can be customized, including applying a 15% discount on parts.
6. The service agreement module helps streamline the scheduling and invoicing process for recurring maintenance visits.
7. Rene encouraged the users to stay on top of managing open work orders and potentially canceling any that are no longer needed.
8. Fourlane offers implementation and support services for the field service management and service agreements module.
9. The key benefits of the service agreements module are automating recurring maintenance, discounted labor rates, and streamlining the invoicing process.
10. Rene invited the attendees to reach out to Fourlane at any time through their website for further assistance.
Fourlane.com, Phone 800-931-2120, or email: [email protected]
#QuickBooksTutorial #QuickBooksHelp #QuickBooksTraining #QuickBooksOnlineAdvanced #QuickBooksOnline #QuickBooksEnterprise #SmallBusiness #QuickBooksDesktop #QuickBooks #WomanOwned #Fourlane