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Improving Productivity And Cash Flow In Field Service Businesses

Improving Productivity and Cash Flow in Field Service Businesses


In the service businesses which require technicians to travel to customer locations to respond to customer calls and generate revenue there are unique requirements and challenges to be met in order to be successful. At a high level there must be good processes in place to:


  • Take customer service calls and dispatch technicians
  • Dispatch a technician with the right skills to the job
  • Capture the actual service work done
  • Invoice customer for service work done
  • Collect payment
  • Schedule (Sell) new work or preventative maintenance work onsite
  • Capture accurate job time to accurately pay technicians


When there are not good systems and processes in place to support these activities the results are:


  • Reduced Cash availability due to slow cash flow
  • Lost revenue, wasted administrative time, poor quality of service
  • Unbilled revenue due to paperwork loss
  • Fewer customers served each week – unrealized revenue
  • Inaccurate time records – payroll errors . . . . often overpaying technicians
  • Lost sales opportunities – more unrealized revenue
  • Technicians driving too much – more lost opportunity


Although there are many tools and technologies available to address these problems many of these solutions were outside the means of most SMBs. That is no longer the case! Intuit , one of the worlds’ most trusted companies to small/mid-size businesses, has added Intuit® Field Service Management ES powered by Corrigo to its family of products and services.


Field Service Management ES offers these 3 promises:


  • Get More Work Done
  • Get Paid Faster
  • Get Payroll right
  • Get More Business


Here’s how!


Get More Work Done

Replace paper work orders and clipboards with web-based and wireless services. Work orders are dispatched wirelessly and managed by workers using handheld devices. Real-time data flows from the field into your Intuit system, eliminating unnecessary travel, double data entry and endless stacks of paperwork.


1.      Schedule and assign work in real time with GPS to maximize tech productivity and increase customer satisfaction

2.      Automation maximizes office and field productivity so your technicians get more jobs done

3.      Wireless work orders and back office integration eliminate double data entry, reducing errors


Get Paid Faster

Let your field service teams create invoices at the job site, take or process payments immediately—then sync with Intuit QuickBooks Enterprise Solutions 9.0. Save days or even weeks off your time-to-invoice, so you get paid faster.


1.      Create invoices on site at the time of service

2.      Accept and process credit card payments on site to speed-up cash flow, reduce fees and eliminate bad debt

3.      Synchronize with Enterprise Solutions 9.0 to reconcile payments


Get Payroll Right

Capture workers’ time in the field automatically and get your technicians focused on billable work instead of paperwork.


1.      Record time in the field with GPS verification for accurate payroll

2.      Review consolidated timesheets and approve with less effort

3.      Inputs data into your payroll system, so you don’t have to



Get More Business

Service agreements can be sold or renewed in the field at time of service. Preventative maintenance work orders (PMs) are auto-created, then assigned based on technician location and skills. Prepare and schedule PM visits proactively—so even slower times can be profitable.


1.      Sell more service agreements

2.      PM work orders are auto-created and easy to schedule

3.      Proactively prepare for PMs for efficient dispatch and prompt  completion


The answer to who’s doing what and where!


Intuit Field Service Management ES is built to help service businesses spend less time on paperwork and more time making money.


B2B CFO®  is an Intuit Solution Provider and can offer all Intuit solutions to our clients at great discounts.


If you want to know more about Field Service Management you can contact Rick Daigle at rdaigle@b2bcfo.com or 404-787-5835. Rick is a QuickBooks Advanced Certified ProAdvisor and is also certified in Field Service Management ES.





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