Field Service Management Software Compatible with QuickBooks

Running a field service business gets messy when jobs, invoices, and payments live in separate systems. Errors build up, cash flow slows, and financial visibility disappears.

For teams already using QuickBooks, the solution is software that connects field operations and accounting.

In this article, we’ll review the top eight field service management software compatible with QuickBooks, so you can pick the right one for your business needs.

8 Best Field Service Management Software Compatible With QuickBooks

Let’s review each field service management software that integrates with QuickBooks in detail below:

FieldPulse

FieldPulse is a field service management software built for SMBs. The platform is designed for field service businesses with 5-200+ employees in industries like HVAC , plumbing , electrical , and appliance repair.

Field service businesses choose FieldPulse because of its easy, quick, and reliable integration with QuickBooks Online and Desktop.

FieldPulse gives you everything you need to run operations for your field service business. You can schedule and dispatch jobs, send estimates and invoices, manage customer info, and accept payments from one platform.

Here's why FieldPulse works well for growing field service teams:

• Complete business management system: Handle quoting, scheduling, invoicing, and team management in one place
• QuickBooks integration: Syncs automatically to reduce manual work and prevent double entry
• Scales with your growth: Works for small teams and large multi-location operations

Let’s look at FieldPulse’s key features in detail:

Custom Tax Settings for Accurate QuickBooks Invoices

QuickBooks Online applies tax based on the customer’s address, but many states require tax to be set from your business location instead. This mismatch leads to invoices carrying the wrong rate, which slows down payments, makes your books inaccurate, and causes customers to question your billing process.

FieldPulse solves this by letting you override QuickBooks’ default tax rate and apply the correct one automatically. Every estimate and invoice you create carries the right total and syncs directly to QuickBooks. This eliminates mismatched records and manual edits.

For example, if your HVAC company is based in Texas but serves customers in other states, FieldPulse applies the correct Texas sales tax to every invoice. This makes sure QuickBooks records stay accurate and payments move faster.

Purchase Order Sync for Faster Reconciliation in QuickBooks

When purchase orders are managed outside of QuickBooks, vendor bills come in without matching records, budgets show the wrong totals, and finance teams spend hours re-entering data before they can close the books.

FieldPulse simplifies purchase order (PO) management by connecting POs directly to QuickBooks. Each time you create or update a PO in FieldPulse, QuickBooks instantly receives:

• Supplier details, shipping addresses, line items, unit costs, and the total
• Matching FieldPulse PO number with QuickBooks document number
• Notes such as order titles and vendor messages into QuickBooks memos
• Reflecting status updates (for example, pending, received, completed, or canceled)

For example, if your technician creates a PO for HVAC parts worth $1,200 from ABC Supply, the order syncs to QuickBooks with all supplier info, part numbers, and costs. When the bill arrives, QuickBooks already has the matching PO record, and your accountant can process payment in minutes.

Time Tracking and Payroll for Accurate QuickBooks Records

Field service business owners often struggle with challenges in time tracking. Technicians forget to log hours, handwritten timesheets get lost, and payroll becomes a weekly nightmare of chasing down missing data and making corrections.

FieldPulse connects with QuickBooks Time to automatically capture every clock-in and clock-out from the field. Any changes or deletions in FieldPulse update in QuickBooks Time instantly. This keeps both platforms accurate without manual data entry.

Here’s how FieldPulse syncs time tracking with QuickBooks Time:

• Field time capture: Technicians log hours through the FieldPulse mobile app on-site , and entries sync to QuickBooks Time immediately.
• Real-time updates: Changes or deletions in FieldPulse automatically update QuickBooks Time without double entry.
• Job-specific tracking: Each time entry links to its FieldPulse job for accurate payroll and project costing.
• Payroll-ready data: Approved hours in QuickBooks Time are immediately available for payroll processing.

For example, if your HVAC technician spends three hours installing a new furnace, they clock in when they start and clock out when finished using the FieldPulse app. Those hours automatically appear in QuickBooks Time, link to the installation job, and are ready for payroll without any additional work.

Job Scheduling and Dispatching for On-Time Service Delivery

Disorganized scheduling leads to missed appointments, late arrivals, and frustrated customers. Every such delay risks revenue, negative reviews, and lost repeat business.

With FieldPulse scheduling and dispatch features, you can:

• Assign jobs instantly with drag-and-drop scheduling and quick reassignment on a visual calendar.
• Sync schedules automatically so technicians always see the latest updates on their devices.
• Track technicians live using GPS to dispatch the closest worker to urgent calls.
• Plan routes efficiently with smart route optimization that reduces travel time and maximizes jobs per day.
• Avoid double-booking with conflict alerts that flag overlapping jobs before they cause issues.

For example, if a property manager calls with an urgent AC breakdown at an apartment complex, you can see which technician is already nearby, reassign them instantly, update their schedule in real time, and notify the tenant of the ETA, all within minutes.

Customizable Pricebook for Consistent Pricing

When estimates are created from memory or past jobs, pricing often becomes inconsistent. Over time, small mistakes can add up and reduce profits.

FieldPulse’s Pricebook gives your team a clear, consistent way to build estimates. You can set standard prices for labor, materials, and services so every quote reflects actual costs.

The Pricebook can be organized into categories, updated anytime, and shared with your entire team. This makes sure quotes are faster to build, invoices match the work completed, and customers see accurate pricing upfront.

This helps you:

• Build quotes quickly using preset pricing
• Avoid undercharging or missing material costs
• Keep pricing consistent across all jobs and technicians
• Update rates easily when material costs change

For example, if a septic company needs to quote a tank pump-out, they can pull a pre-set price that includes labor, disposal fees, and materials. The technician doesn’t have to guess or check past jobs, and the customer sees a clear, consistent cost every time.

Dashboards and Reporting for Confident Business Decisions

Spreadsheets scattered across different files make it hard to see true costs and slow down updates. That lack of visibility often results in overspending, missed revenue, and dissatisfied customers.

FieldPulse brings everything into one place. The real-time reporting and dashboard feature gives you a clear view of job progress, team performance, and financial metrics as they’re updated in the field and the office.

You can build dashboards that show the metrics you care about and set views for teams, technicians, or job types.

Here’s what you can view:

• Technician performance reports show each tech’s productivity, job completion rates, and labor costs so you assign the right people to the right jobs.
• Financial reports display revenue streams, job profitability, and expenses so you can control costs and plan growth.
• Custom filters let you create reports for specific teams, locations, or job types so you only see data that matters.

Mobile App for Easy Field-to-Office Data Capture

When technicians work without real-time access, one missed update can trigger wrong job details, frustrated customers, and delayed payments.

FieldPulse’s mobile app keeps office and field teams connected. It allows your technicians to:

• See schedules and job details in one place
• Upload forms, notes, and photos directly from the job site
• Send automated status updates to customers before and after each job
• Create estimates on-site for customers to review instantly
• Collect payments in the field via FieldPulse payments.

FieldPulse Integrations

FieldPulse connects with the tools your team already uses to keep jobs, finances, and customer communication on track.

Some key integrations in addition to QuickBooks Online and Desktop include:

• NiceJob for review requests.
• Wisetack to offer customer financing.
• Azuga for fleet tracking.

FieldPulse Pros and Cons

Pros

• Syncs jobs, invoices, and payments with QuickBooks
• Mobile app for field access
• Scheduling with conflict alerts
• GPS time and location tracking
• Recurring jobs and service agreements
• Automated customer reminders
• Customizable workflows
• Real-time dashboard and reporting
• 24/7 customer support

Cons

• There is a learning curve, but in-app guides and tutorials make the process easier
• Initial setup requires customization to match your business workflow, but it pays off in savings over time

FieldPulse Pricing

FieldPulse offers three custom pricing plans : Essential, Professional, and Enterprise. Contact the team for more information.

FieldPulse Reviews

We analyzed hundreds of real customer reviews to see what users are saying about FieldPulse.

What users like:

• Fast onboarding and setup that gets teams running quickly
• Intuitive mobile app for field technicians
• Responsive customer support
• Easy scheduling and customer management
• Reliable QuickBooks integration
• Simple quoting and invoicing tools
• Flexible features to match unique workflows

What users think could improve:

• Initial setup can take time, but FieldPulse’s support team guides onboarding and configuration
• Some workflows need minor customization, though the platform adapts well across industries

Review #1 : “All the features of estimates and invoices as well as the integration with QuickBooks. I also like that once a work order is completed it's not automatically uploaded to quick books.” — Mont P.

Review #2 : “It is very user friendly and very easy to get set up. Their two-way integration with quickbooks is amazing as I found myself double entering with other software.” — Maddison B.

FieldPulse Ratings

• 4.6 stars on Capterra
• 4.7 stars on G2

Jobber

Jobber is a field service management software designed to streamline operations for home service businesses. The platform helps home service professionals like landscapers, cleaners, and HVAC technicians by combining job tracking, client communication, and quoting in one platform.

Learn more: Jobber Alternatives

Jobber Key Features

• Scheduling and dispatching with route planning and real-time updates
• Client Hub portal for service requests, payments, and service history
• Batch invoicing for multiple jobs at once
• Custom job workflows and quoting templates
• Mobile app with real-time job and client access

Jobber Pricing

Jobber offers three pricing plans:

• Grow: $199/month for 1 users
• Connect: $119/month for 1 users
• Plus: $39/month for 1 users

Housecall Pro

Housecall Pro is a field service management platform built to help home service businesses streamline their daily operations. It’s commonly used by trades such as HVAC, plumbing, and electrical.

The software includes tools for scheduling, dispatching, invoicing, payments, and customer management . It’s recognized for its easy-to-use design and powerful mobile app that supports technicians in the field.

Learn more: Housecall Pro Alternatives

Compare: Housecall Pro vs Jobber

Housecall Pro Key Features

• Drag-and-drop scheduling and dispatch board
• GPS tracking for technicians and route optimization
• Automated appointment reminders and follow-ups
• Online booking with integrated payment processing
• Postcard and email marketing tools for customer outreach

Housecall Pro Pricing

Housecall Pro offers three pricing tiers:

• Basic: $79/month for a single user
• Essential: $189/month for up to 5 users
• MAX: $329/month for up to 8 users

ServiceTitan

ServiceTitan is a cloud-based field service platform designed for larger teams that need QuickBooks updated automatically with job activity. It links invoices, payments from the field, and deposits directly into accounting workflows in real time. It suits businesses with high-volume operations and complex projects.

Compare: ServiceTitan vs FieldPulse

ServiceTitan Key Features

• Automated QuickBooks sync for payments, invoices, and deposits
• Transaction Hub with real-time cash flow and audit logs
• Capacity-based scheduling and smart dispatch board
• Job costing and profitability reporting
• Live fleet tracking for all technicians and vehicles

ServiceTitan Pricing

ServiceTitan offers three pricing plans: Starter , Essential , and The Works . While official pricing isn’t listed on their website, third-party reports indicate starting costs around $398 per technician each month.

RazorSync

RazorSync is a field service software built for small to mid-sized businesses that need QuickBooks Online integration with flexible data control. Its custom field mapping lets contractors define how jobs, payments, and customer data sync to QuickBooks.

RazorSync Key Features

• Drag-and-drop scheduling and dispatch board
• Configurable export settings for deposits, classes, and sub-customers
• Job and quote export to QuickBooks Online
• Mobile app for field updates and job assignments
• Role-based user permissions for data access control

RazorSync Pricing

RazorSync offers four pricing plans:

• Solo: $90/month for up to 2 users
• Team: $205/month for up to 7 users
• Pro: $420/month for up to 15 users
• Enterprise: Custom pricing for unlimited users

Kickserv

Kickserv is a field service management software for small service businesses and contractors who rely on QuickBooks. Its two-way integration makes sure your back-office records and field data stay aligned without manual work. Combined with mobile-enabled scheduling, tracking, and reporting tools, it supports a streamlined operation from job dispatch to invoicing.

Kickserv Key Features

• Drag-and-drop scheduling and calendar management
• Customer self-service portal for online booking
• Lead and estimate tracking for sales management
• Mobile app for job updates and scheduling
• Automated reminders and follow-ups for clients

Kickserv Pricing

Kickserv offers five pricing plans:

• Flex: $19/month for up to 3 users
• Lite: $61/month for up to 5 users
• Standard: $124/month for up to 10 users
• Business: $208/month for up to 20 users
• Premium: $313/month for unlimited users

Service Fusion

Service Fusion suits small to mid-sized field service businesses. It offers QuickBooks integration with Zapier-based connectors for syncing customer data, invoices, and payments into one system.

Service Fusion Key Features

• Customizable job templates for work order creation
• GPS tracking and fleet management tools
• Mobile invoicing with QuickBooks Online sync
• Multi-platform integration through APIs and connectors
• Role-based access controls for user management

Service Fusion Pricing

Service Fusion offers Starter , Plus , and Pro plans. Pricing isn’t publicly available, but third-party reviews indicate it starts at $24 per month per user.

Smart Service

Smart Service is a QuickBooks Desktop add-on built for small to mid-sized contractors. It adds scheduling and dispatch tools to QuickBooks and offers optional modules for inventory, service agreements, and lead management.

Smart Service Key Features

• Advanced scheduling and dispatch board
• GPS tracking for technician location and job status
• Inventory tracking and stock management
• Customizable digital forms for work orders
• Time tracking with integrated job records

Smart Service Pricing

Smart Service doesn’t mention their pricing on the website. You can contact the team for details.

Comparison Table: 8 Best Field Service Management Software Compatible With QuickBooks

            
                
                    
Software
Key Features
Pricing (per month)
QuickBooks Integration Score
FieldPulse
Scheduling & dispatch, Custom tax settings, Purchase order sync, Payroll integration
Custom pricing
⭐ 4.9/5
Jobber
Scheduling & dispatch, Client Hub, Batch invoicing, Mobile app
$169–$599 depending on plan & users
⭐ 4.5/5
Housecall Pro
GPS tracking, Online booking, Automated reminders, Marketing tools
$79–$329 depending on plan & users
⭐ 4.4/5
ServiceTitan
QuickBooks automation, Transaction Hub, Job costing, Fleet tracking
Starts around $398 per technician (3rd-party source)
⭐ 4.7/5
RazorSync
Drag-and-drop scheduling, Configurable export settings, Mobile app, Role-based permissions
$90–Custom pricing based on plan
⭐ 4.2/5
Kickserv
Scheduling board, Self-service portal, Lead tracking, Mobile app
$19–$313 depending on plan & users
⭐ 4.3/5
Service Fusion
Job templates, GPS tracking, Mobile invoicing, Multi-platform integration
Starts at $24 (3rd-party source)
⭐ 4.2/5
Smart Service
Scheduling board, Inventory tracking, GPS tracking, Custom forms
Custom pricing
⭐ 4.1/5

            
        

How to Choose the Best Field Service Management Software Compatible With QuickBooks

When selecting field service software that works with QuickBooks, keep these factors in mind:

Easy Integration With QuickBooks

You shouldn’t have to enter the same information twice. The best solution keeps job and financial records synced automatically.

FieldPulse connects jobs, invoices, payments, and customer details directly to QuickBooks so records stay accurate without duplicate work.

One-Click Invoicing for Faster Billing

Look for software that can turn approved jobs into invoices instantly. This reduces billing delays, missed charges, and double entry.

FieldPulse pushes job and billing data to QuickBooks with one click, letting you create and send invoices as soon as the work is complete.

Financial Visibility and Reporting

Accurate, real-time financials are essential for planning and controlling costs. The right software connects reporting to QuickBooks so numbers stay current.

FieldPulse offers dashboards and reports that track margins, job costs, and cash flow directly alongside QuickBooks data.

Scalability for a Growing Team

As your business expands, more jobs and payments need to sync reliably with QuickBooks. Your software should scale without adding complexity.

FieldPulse grows with your team, from a few users to multiple locations, while keeping scheduling, invoicing, and QuickBooks data in one system.

Mobile Access for Field Teams

Technicians need to update job status, record payments, and capture customer details on site, with changes reflected in QuickBooks right away.

FieldPulse allows techs to log updates and payments from the field so office and QuickBooks records stay aligned in real time.

Bottom Line: FieldPulse is the Best Field Service Management Software Compatible With QuickBooks

Managing operations and accounting in different systems creates extra work and delays in seeing true costs and revenue.

FieldPulse brings scheduling, job tracking, invoicing, payments, and reporting together in one platform that connects directly with QuickBooks. Real-time syncing gives you clear visibility into margins, payroll, purchase orders, and tax settings so you can manage both operations and finances from a single system.

Book a free demo and see how FieldPulse helps you run a more profitable and predictable business through reliable QuickBooks integration.