QuickBooks Online + ServiceFolder. Powerful Intuitive two way sync
Avoid double data entry.
Grow your business with less data entry errors
Easy two way sync with detail sync history records for your whole team
Our superior QuickBooks integration makes your accounting quicker and easier than ever before
Field Service Management Software that works with QuickBooks Online for small businesses
ServiceFolder is an all-in-one field service management company for managing end-to-end activities in a field service including, scheduling, dispatching, invoicing and billing to improve deliverables and productivity of your field service teams.
- Best Field Service Job Tracking Software
- Field Service Technician Management Tool
- Field Service Management - Cloud Software
- Field Service Scheduling & Dispatching Software
- Field Service Invoicing and Payment & Quoting Software
- Mobile invoicing, payment & signature capture
- Built-in Truck and warehouse Inventory modules
- Last location tracking of the technician
- Equipment & customer service history
- Timesheets for jobs
- Service Contracts
- Purchase order management
ServiceFolder is optimized for HVAC, plumbing, electrical, medical equipment, appliance repair and many service industries. Office staff and Field technicians will save time on data entry and reconciliations.
Benefits of of two way sync
- Prevent double data entry
- You can Import QuickBooks products, customers, and taxes into the ServiceFolder
- If you already have similar product and customers names in ServideFolder and in QuickBooks, then those rows are marked as QuickBooks rows
- QuickBooks modifications are pushed into ServiceFolder automatically
- Manual option is also available to import and export data between systems
Import from QuickBooks into the Field Service Software
As you import/export, detail information of import is shown on the screen along the percentage complete and errors. The status of the each record is added to the synch history for future reference.
Field Service Invoicing software is perfect fit QuickBooks Users
ServiceFolder now runs more efficiently and without hiccups thanks to QuickBooks integration. In addition to keeping track of your company's financial transactions, accounting software can import and categorise them for you, and even generate reports. Even though business owners strive to keep things running smoothly, they can become fatigued in the process. It's easier for these successful businesses to do their jobs when they have accurate estimates and invoices. Owners of small businesses can use QuickBooks accounting in conjunction with our Service Folder software to verify that their business is putting in billable hours.
- No need to be an accounting professional to use the software
- Create Invoices and payments within minutes and sync to QuickBooks
- Help make audits easy
- Quick Support
Field Service Contract/AMC Management Software Compatible with QuickBooks
Contracts/AMC
The awesome features of the Service Folder software for QuickBooks will transform your business by giving you more time to focus on running it. Field Service Management Software's Contract Management feature helps cut down on support calls and boost customer satisfaction by proactively scheduling and maintaining jobs.
You can create service contracts based on a frequency and write contracts based on dates or number of visits. Easily create invoices for the jobs completed and export to QuickBooks
Equipment Service
Store important information about the equipment and track the history of the jobs done on the piece of equipment. Easily pull up the reports of the upcoming services for the customers equipment.
Field Service Franchise Management with QuickBooks
Running a business is not an easy task. It's even more difficult to run a business with multiple locations than it already is. In order to save time and grow your business, you need all-in-one franchise management software. Your day-to-day operations will be streamlined, costs will be reduced, and you'll be able to access the real-time reporting you need in order to grow your franchise business. Every franchise has permissions to sync data to there own QuickBooks account independently and securely.
Technician Mobile App Invoicing
Running a business is not an easy task. It's even more difficult to run a business with multiple locations than it already is. In order to save time and grow your business, you need all-in-one franchise management software. Your day-to-day operations will be streamlined, costs will be reduced, and you'll be able to access the real-time reporting you need in order to grow your franchise business. Every franchise has permissions to sync data to there own QuickBooks account independently and securely.
Frequently Asked Questions
What is QuickBooks Online Accounting Software?
QuickBooks Online Accounting Software is a cloud-based accounting software that helps small businesses track their finances, manage payroll and invoices.
Do I need to use QuickBooks Online to use ServiceFolder?
No. The two way sync with QuickBooks makes it easy and help to spend your time to grow your field service business
Do you integrate with QuickBooks desktop?
No. Currently, our two way sync works with QuickBooks Online only.
Which features 2-way sync with the QuickBooks Online?
- Customer and address
- Products
- Taxes
Which field service management modules can be pushed to QuickBooks?
- Customer and address
- Products
- Invoice
- Payments
Do you support background syncing from QuickBooks Online Software?
Yes. QuickBooks modifications are pushed into ServiceFolder automatically with in 6-7 minutes.
Does ServiceFolder offer consulting and onboarding process for a successful integration with QuickBooks?
We provide training for key members of your team. We provide a detail integration demo with our test accounts. Book a free demo today
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ServiceFolder's field service scheduling software free plan is perfect for small businesses with up to three people or less. It includes time tracking, scheduling, and mobile app features that make it one of the best mobile field service management software solutions for small businesses available. It is perfect for any small business company within the field service industry that wants to use technology to increase performance and productivity.