Scheduling and Dispatch Software for QBO and QuickBooks Desktop with ServiceTitan

 In Add-ons / Apps for QuickBooks, Inventory Management in QuickBooks, Post, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks for Service Businesses, QuickBooks Online (QBO), QuickBooks Tips and Training

Are you trying to find the scheduling and dispatch module inside QuickBooks?

If so, you won’t find one. Sorry…

QBO and QuickBooks desktop simply do not have the capability to schedule or dispatch field service jobs.

Enter ServiceTitan.

Service Titan Logo

DISPATCH / SCHEDULING / CALL BOOKING AND MUCH MORE

With ServiceTitan’s field service scheduling software, your home and commercial service business can plan for today, tomorrow, and beyond with agility and confidence.

ServiceTitan allows you to see your schedule weeks, even months in advance to ensure the right techs are available at the right times to get the job done.

Your dispatchers can actually see where each tech is in the job cycle — in real time. That way, they can easily queue up new jobs for techs finishing up their current call.

But what about incoming calls for new customers and jobs?

ServiceTitan brings the following benefits to your operation:

  • Phone integration that enables your team to book more jobs while providing a highly polished customer experience
  • Automatically populates customer information as calls come in, making appointment booking quick and effortless
  • The property data display shows customer service reps key details—like property age and size—for ensuring better service and spotting bigger opportunities
  • Call recording – it captures all incoming calls, giving you a complete record of when and how your company is booking jobs

TIME TRACKING AND TIME SHEETS? GOT THAT COVERED TOO

Save time on back-office payroll preparation and employee sign-off with ServiceTitan’s Time sheets and Performance Pay. Real-time time sheet tracking, customizable performance pay, flexible start time and overtime, and more.

Here’s an overview of how the world of time-tracking can be simplified each week:

Service Titan Timesheets

FULLY MOBILE TOO?

ServiceTitan Mobile was developed to turn the tablet into your techs’ favorite tool. Upload your own forms and price books, dazzle customers, and help your team secure better sales.

Key things to know about the ServiceTitan Mobile module:

  • Techs will arrive at the job site fully informed – that includes: customer names, addresses. contact info. incoming call notes, and outstanding estimates. Techs can even hear a recording of the initial call right on ServiceTitan Mobile
  • Critical job details are front and center – your team can access customer profiles, putting job histories, prior invoices, photos, voice notes, and more right at your techs’ fingertips
  • Estimates can be built with just a few taps – out in the field, techs browse vivid photos, manufacturer videos, product information, and more to easily build beautiful, tiered estimates for customers

KEEP TABS ON YOUR JOB/PROJECT PROFITABILITY

ServiceTitan Job Costing

You can build confidence in your business insights by getting proactive with real-time data to help your team maximize profitability and keep more money in the business.

This real-time job data allows you to:

  • Make faster decisions
  • Mange job progress
  • Monitor individual job costs
  • Keep projects organized and moving

 

INTEGRATION WITH QUICKBOOKS DESKTOP AND QBO

Here’s some really good news…

You don’t have to give up QuickBooks in order to use ServiceTitan.

Use their handy integration to allow data to sync between the two systems – no re-keying needed!

ServiceTitan and QuickBooks Integration

Even better – unlike Intuit Field Service software, ServiceTitan does NOT require your business to use the Enterprise version of QuickBooks. Some big savings for you there.

 

GET YOUR OWN DEMO OF SERVICETITAN TODAY

ServiceTitan Demo

ServiceTitan dispatch and scheduling software for QuickBooks offers you everything above and so much more.

Get your own demo today and learn more about how other field service businesses are realizing benefits like these:

Benefits of ServiceTitan

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