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Integrate QuickBooks With Coresystems Field Service Software

Integrate QuickBooks With Coresystems Field Service Software

The Coresystems Field Service Management (FSM) Software can now be implemented by companies using QuickBooks accounting software package. With the new connector, more companies can provide real-time field service moments. 

Coresystems Field Service Software has been helping service organizations with larger ERP systems optimize field service operations for years. When the power of a system for recording service jobs in concert with field service functionalities like work order management, scheduling and dispatching extends out to the field, strong synergies are possible.

That’s why the new Coresystems QuickBooks Connector has been designed for simple integration. It will provide the seamless workflow needed to rapidly convert the efforts provided on a service call to receivables and cash. It will also keep the responsibilities of the various roles in the organization separate: finance, sales, service operations, and field personnel. Every team can use the systems that are most familiar to them.

The Coresystems QuickBooks integration supports synchronizing:

  • Customers
  • Vendors
  • Employees
  • Items
  • Invoices

This synchronization will now allow QuickBooks users to execute service workflows, such as this common scenario:

When a new customer is created, this is handled in the master system (QuickBooks) and becomes accessible to the field service management software. 

When  Coresystems FSM Software receives a service call, a work order is created and a technician is assigned to the work order, based on availability, location, skills, and other conditions.

The technician accepts the work order and can process all functions and record data in the field, even when offline. Typical data includes:

  • Time spent
  • Materials used
  • Expenses
  • Mileage
  • Service call notes

Once the job is done, the technician marks it as finished, and a manager can review the details, confirm what is billable and mark the work order complete. At this point, the information from the work order flows into the customer’s record in QuickBooks and creates a sales order. The time, materials, expenses and mileage data from the work order become line items in the sales order. This sales order is then converted into an invoice, creating a receivable and, if enabled, electronic payment can be received.

The benefits are clear:

  • No double data entries.

  • Increased invoice creation speed once a  job is completed, it’s automatically sent to QuickBooks.

  • Accuracy: Customers, items, and price lists are uniform through all processes.

  • Accountability: review points are available to confirm field efforts, expenses, materials, pricing and final charges with the customer.

  • Finance staff does not need to learn a new system (Coresystems FSM) and field service does not need to access QuickBooks.


    White Paper 3 Field Service Management Trends You Can’t Ignore

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