Accounting software features and integrations are essential to look for when shopping for field service management software (FSM). The best FSMs offer the ability to improve accounting workflows, reduce the time and human resources required to manage accounting, and connect your accounting processes to the rest of your field service operations.
However, accounting is just one of many features to consider when choosing a field service software. So, it’s also important to look at how FSMs differ across feature sets to figure out which solution will work best for you.
In this post, we share 7 field service software brands that offer accounting features or integrations as a part of their platform.
We’ll begin by walking through the accounting features and key related workflows offered through our product, ServiceTitan. Then, we’ll share 6 other FSMs and link to in-depth comparisons we’ve written between their products and ours.
As we mentioned, it’s important to look at more than just accounting features when shopping for an FSM, and those comparison posts discuss differences in the other key features that service businesses need.
Top Field Service Software with Accounting Integrations
Want to see how ServiceTitan works to streamline business management for field service companies? We specialize in helping HVAC, plumbing, electrical, landscaping, pest control, and select other trade service businesses grow revenue, work smarter, and keep their businesses on track. Schedule a call to get a free, live, one-on-one walk-through of how our platform works.
The Key Challenges of Accounting for Field Service Businesses
Before we get into the solutions below, we want to lay out the main accounting challenges that field service management software can solve. Specifically:
Key Challenge #1: Accessing Real-Time Accounting and Inventory Data
Most of the accounting platforms used in the field service industry (e.g. QuickBooks, Intacct, etc.) are data entry platforms that are disconnected from your field service operations. So, when jobs are completed in the field, the work that was done does not immediately translate into your accounting and inventory systems (e.g. parts or equipment installed, invoices delivered or paid, etc.).
As a result, there is lag time in which you can’t view up-to-date financials, and there’s the need to manually enter this data into your accounting platform once you have access to the data and records from your field service technician, for example.
This inability to see real-time financials can lead to missing crucial accounting errors and ultimately huge losses for a business.
In contrast, with a platform like ServiceTitan (discussed below), once a technician leaves a job site, all of the data from the job is reflected in your accounting system in real-time — with no data entry required.
Key Challenge #2: Analyzing Job Costing Data
In a platform like QuickBooks, for example, if you’re looking at an invoice, all you can see is the prices that were charged on a job. If you want to see whether or not a job was actually profitable, your cost data isn’t immediately available. You need to jump to other parts of the system to find that information and calculate your job costing.
In contrast, with our platform, you can click and view your job costs from any invoice in real-time (which isn’t possible in QuickBooks). There’s no need to go digging through other parts of your system to find this data. With ServiceTitan, you can spot job costing issues much more efficiently, save time, and save money.
Key Challenge #3: Scalability of Accounting Processes
With a manual process of data entry into traditional accounting software, as your business grows, you’ll need more team members to manage your accounting. This is not ideal.
With the right field service management solution, efficiency gains provide a much greater ability to scale your business without adding to your accounting team.
Now, let’s walk through how ServiceTitan solves each of these issues to streamline accounting processes for field service businesses.
ServiceTitan offers accounting integrations with QuickBooks, Sage Intacct, and Viewpoint Vista. However, regardless of which accounting software you use, we offer exporting capabilities that allow you to work with the system you have while benefiting from the advantages discussed below.
Automate Invoice Delivery and Payment Collection to Boost Cash Flow
ServiceTitan offers a number of features that streamline invoicing and collecting payments.
Via our mobile app (compatible with Android and iOS mobile devices), field technicians can:
Present and send invoices to customers (which automatically include links for customers to pay via our customer portal, should they choose to)
Close out jobs
At every step, this data is accessible back at the office in real-time. And office staff can do all of the above from our web-based desktop app as well.
Combined, these features offer built-in accountability, ensure invoices get to customers, and increase customer satisfaction by offering self-serve options for customers to pay online. Plus, this provides the ability for your business to get paid faster and maintain cash flow.
Note: Our mobile app also includes access to technician schedules and service histories, dispatching and GPS tracking, the ability to create and present estimates via our integrated pricebook, access preventative maintenance checklists, and much more. Check out this post for an in-depth walk-through of our field service app.
Access Invoice and Accounting Data in Real-Time While Reducing Manual Data Entry
With ServiceTitan’s cloud-based business software, there’s no need to wait until the end of the day for technicians to get back to the office to share their invoices and related financial documents or manually enter everything into your accounting system.
Instead, as soon as a technician has completed a job in the field, that invoice is immediately viewable to back office staff. This means job costing data can be viewed in real-time, and service providers can see an up-to-date picture of customer balances and outstanding invoices any time.
In addition, there’s no need to manually enter each invoice into your accounting system. Users can simply batch export invoices over to QuickBooks at the end of each day, for example.
ServiceTitan makes accounting processes simple and scalable as your business grows.
Streamline Accounting Coordination Among Team Members
While accounting systems such as QuickBooks can show you certain invoice statuses, they primarily show these from the customer perspective (i.e. when the invoice was sent, viewed, paid, deposited).
However, from your team’s perspective, there’s no way to see whether an invoice has been reviewed yet. Therefore, when viewing an invoice, there’s no way to easily answer: Did I already review this invoice for accuracy? Did someone else on the team review it?
In contrast, ServiceTitan offers the invoice statuses mentioned above while also providing you the ability to mark invoices with review statuses, including:
Plus, you can assign team members to review an invoice.
For example, if you’re an executive or business owner and want someone on your staff to do the work of reviewing the job details of the invoice, looking into whether the job was profitable, etc. — you can assign that invoice review to someone on your team. That team member will then receive an automated notification that you’ve assigned them that task.
This type of team coordination is invaluable for many businesses, and there aren’t currently features in QuickBooks that allow for the equivalent of this.
Shorten Job Costing Workflows
Within ServiceTitan, it’s much easier to figure out how much you made on a job because it’s easy to view job costing data from an individual invoice.
Specifically, when viewing an invoice, you’re two clicks away from the job costing page associated with that invoice. This includes an at-a-glance summary of:
Margin (total revenue, total cost, gross margin, gross margin %)
Not only is this page available in real-time (per all the features we’ve discussed above), but it’s automatically calculated for you and much easier to access compared to platforms like QuickBooks. As a result, you can resolve job costing issues faster and better protect your bottom line.
Accomplish Much of What’s Done In Your Accounting Platform with a User-Friendly Interface
In addition to all of the advantages we’ve discussed so far, we offer numerous other features that can also be accomplished in traditional accounting software with similar efficiency, albeit with a more user-friendly interface (and within the same platform as the rest of your business operations).
Mass Actions: Users can make mass selections and perform actions such as emailing and printing invoices, or charging interest for delayed payments.
Customer Payments: Users can charge credit cards, or see when credit cards failed and follow up with customers to resolve payment issues.
Applied Statuses: Users can track and ensure that all payments received from customers have been applied appropriately to invoices.
These same features for tracking, making mass selections, and taking mass actions are also available on the Accounts Payable side to track and pay your vendor bills.
Real-Time Inventory Management
Lastly, ServiceTitan’s field service management platform offers a robust set of inventory management features that integrate with field operations and accounting.
Appointed staff can access and leverage a suite of tools to optimize inventory and purchase order management, including:
Inventory Overview: At a glance, users can view all items that they’ve added to track with ServiceTitan inventory. For each inventory item, this view displays an item name, code, description, along with quantities available, on hold, on order, and on hand, plus the average cost per unit and total value of the stock. You can see big-picture numbers, such as total inventory valuation and total number of items. Or you can drill down into individual inventory items for further detail.
Replenishment: To track equipment and materials in your trucks and warehouse, our replenishment feature automatically updates to reflect the number of items needed in a given location. As items are added to invoices or purchase orders, these are automatically reflected in your inventory data. Plus, users can be prompted to replenish to maintain necessary inventory.
Purchase Orders: Users can initiate the requisition of equipment and materials for jobs right from within the estimate screen. They can then create and send purchase orders to the appropriate vendors, and track those orders through fulfillment. Inventory data automatically updates to reflect all purchase orders.
And more: This feature set also includes workflows for managing adjustments, returns, warranty parts tracking, and more.
The #1 newsletter for the trades.
Get Organized, Streamline Workflows, and Grow Revenue with ServiceTitan
Our SaaS platform goes far beyond what we’ve covered in this post. In addition to helping your team improve accounting workflows and efficiency, it also helps streamline your company’s other core business processes. For example:
Customer experience and customer relationship management tools (CRM)
Work order management
Importantly, ServiceTitan connects all of these core business processes and workflows together in one place, and streamlines the flow of information throughout the entirety of the job lifecycle.
Want to see how ServiceTitan can help your field service operations run more smoothly? Schedule a free demo with us to learn more about how our software can help your and your employees share information, communicate more effectively, and grow your revenue.
Jobber is a field service scheduling software that also offers a wide range of other features for field service business management. Like ServiceTitan, it offers functionality for estimating, quotes, scheduling, invoicing, and more.
However, when compared to Jobber, ServiceTitan offers:
More robust, native pricebook functionality
In-app access to top industry supplier equipment catalogs
Extensive marketing functionality that reduces the need for third-party marketing hires
More flexibility and customization for membership plans and recurring services
Offline functionality for our mobile app that allows techs to work seamlessly (even when they’re out of a cell service zone)
Deeper reporting capabilities that allow business owners to drill down into the sources of their data
For more details on these differences, check out our complete comparison article: Jobber vs. ServiceTitan
ServiceTrade is a field service software specializing in supporting commercial service businesses. Like other FSM software, they offer tools for scheduling and dispatching, a mobile app for field technicians, analytics for business management, and a variety of other tools for running operations.
However, when compared to ServiceTrade, ServiceTitan offers:
Robust features for residential service businesses while ServiceTrade is primarily commercial-focused (i.e. we’re more suitable for hybrid shops)
Greater capabilities to drill down into reporting data
A more streamlined call booking process with additional features such as access to property data
Deeper pricebook functionality that’s natively built into our software
For more details on these differences, check out our complete comparison article: ServiceTrade vs. ServiceTitan
ServiceMax, like other field service solutions, is designed to provide better visibility into your field service operations. They offer a number of products, such as Asset 360 for Salesforce, ServiceMax core, ServiceMax FieldFX (their mobile app), and ServiceMax Engage (for customer engagement).
However, when compared to ServiceMax, ServiceTitan offers:
The ability to toggle smoothly from one feature to another without the hassle of opening multiple windows, programs, or add ons, which can disrupt workflow
Advanced customer communication features included in our base subscription (ServiceMax requires an add-on fee)
Highly customizable visual pricebooks that help grow average ticket prices and increase close rates
Service agreement features that are more tailored for service businesses
For more details on these differences, check out our complete comparison article: ServiceMax vs. ServiceTitan
5. Service Fusion
Service Fusion describes itself as an “All-In-One Field Service Management Software.” It offers a wide range of features, including estimates, customer management, scheduling and dispatching, and more.
However, when compared to Service Fusion, ServiceTitan offers more as a part of our base product (while Service Fusion charges extra for many of these features):
Robust membership billing capabilities (bulk membership billing, and automated monthly or annual billing options)
Scheduled report automations
Call booking automations for easier job booking and better customer experiences
Property data to spot sales opportunities and drive revenue
For more details on these differences, check out our complete comparison article: Service Fusion vs. ServiceTitan
Kickserv is another field service management software offering a variety of tools for large and small businesses. Like other FSM software, they provide a mobile app as well as desktop features for job management, scheduling, managing your workforce, and more.
However, when compared to Kickserv, ServiceTitan offers:
Mobile app with customer convenience features with stable offline functionality
Customizable forms and pricing tools in the field
Two-way SMS text messaging for customer inquiries and scheduling changes
Pre-appointment GPS Tech Tracking for accurate arrival times
End-to-End presentation mode: A visual pricing tool and estimate builder with good- better-best options
To view these and other differences, check out the feature comparison chart on our comparison page: Kickserv vs. ServiceTitan
7. Housecall Pro
Housecall Pro is a mobile field service management software solution for home service businesses. It offers a wide range of features outside of invoicing, such as scheduling and dispatching, estimates, QuickBooks integration, and more.
However, when compared to Housecall Pro, ServiceTitan offers:
Greater native pricebook functionality
Ability to drill down further into reporting metrics and trust your numbers
Automated tagging features that help increase revenue
Gated work sequences and customizable forms to facilitate accountability across the organization
Offline functionality that allows techs to use our mobile app when out of cell service zones
For more details on these differences, check out our complete comparison article: Housecall Pro vs. ServiceTitan
ServiceTitan is a comprehensive software solution built specifically to help service companies streamline their operations, boost revenue, and substantially elevate the trajectory of their business. Our comprehensive, cloud-based platform is used by thousands of electrical, HVAC, plumbing, garage door, and chimney sweep shops across the country—and has increased their revenue by an average of 25% in just their first year with us.