Field service businesses using QuickBooks often face a billing bottleneck. The invoicing gets delayed and is more prone to errors. It has scattered paperwork, unclear crew data, and missing field updates, leading to office staff spending hours chasing notes and time cards.
This chaotic workflow slows down invoicing and frustrates customers. Modern field scheduling software fixes these issues by centralizing schedules and job data, pushing accurate information directly into QuickBooks.
The question arises that where does a disconnected system lead?
It leads to:
- Wasted Time, Productivity & Slow Invoicing
- Human Error and Inaccuracies
- Duplicate Effort and Employee Frustration
- Lack of Real-Time Visibility
- Additional Admin Burden
An unstructured, chaotic workflow causes wasted time, slow invoicing, and increased human errors, followed by duplicate efforts and employee frustration. This lack of integration results in missed payments, payroll challenges, revenue leakages, manual reconciliation, and admin burden.
There are numerous field service management software solutions, but finding a unified scheduling solution becomes hard. Arrivy stands out as complete, dynamic software by integrating QuickBooks, so the accounting process gets streamlined, and receivables are never overdue. Let’s take a glance at the features that they offer.
Key Scheduling Features
In the quest for a perfect scheduling software that integrates flawlessly with QuickBooks, Arrivy is a dynamic scheduling platform that outshines the rest.
What does Arrivy brings to the table?
It is a modern field service platform that covers every aspect of field operations, including scheduling, job execution, managing field teams, digital forms, optimizing routes, and pushing items to QuickBooks for invoicing.
Every feature is thoughtfully designed to streamline field workflows while ensuring all critical job data flows directly into QuickBooks for fast, accurate invoicing. Below are some of the standout features and how they make life easier for field service managers and crews:
Smart Scheduling and Dispatch
Arrivy’s intelligent scheduling software goes beyond assigning jobs as it covers route optimization, digital forms, self-scheduling, static & dynamic calendars, and multiple integrations. Moreover, with drag-and-drop functionality, real-time crew tracking, and automated job allocation based on skill sets, locations, or availability, you can ensure the right technician is scheduled every time.
What distinguishes it is that each scheduled task includes service details, customer data, utility of job day inventory, and assigned crew timesheet. Once the job is completed, all this information can be automatically synced to QuickBooks as line items.
Mobile-First Field App
Field teams require customer information on the go, and Arrivy delivers with a robust mobile app for technicians. The Arrivy field crew app is designed to be super simplistic, mobile-first, ensuring your team in the field stays connected and informed.
From any mobile device, field crews can access job details, complete custom checklists, capture signatures, log materials used, clock in/out, and update job status in real time. As soon as a technician marks a job as complete, Arrivy gathers the captured data: photos, time logs, services performed, and, with a single click, syncs it directly to QuickBooks.
Automated Workflows and Notifications
Another hallmark of Arrivy’s platform is workflow automation. Repetitive manual steps are replaced by smart, automated processes. Businesses can configure customized triggers for invoicing.
For example, when a technician starts a job, Arrivy logs the event. When the job is completed and signed off, Arrivy can automatically trigger the creation of a pre-filled QuickBooks invoice. Technicians can also fill out digital forms that calculate totals, track materials, and capture customer approvals.
Live Visibility and Real-Time Updates
Arrivy gives managers a live view of all ongoing operations on a centralized dispatch dashboard. But this visibility also powers financial precision. As crews clock in and out or update task statuses, those time entries and job outcomes are captured instantly. Arrivy can then sync these metrics with QuickBooks for invoicing, job costing, and payroll processing.
Why Arrivy + QuickBooks is a Winning Combo?
The benefits of integrating Arrivy scheduling software with QuickBooks yield tangible benefits for field service businesses.
Below is a quick rundown of key advantages and how they translate into business value:
No More Manual Entry: With Arrivy’s QuickBooks sync, information (jobs, customer details, charges) automatically transfers to QuickBooks, eliminating manual data entry and typos. Your office staff can focus on customers and operations instead of paperwork.
Faster Invoicing & Payments: Jobs are invoiced immediately upon completion through the automated integration, which means customers can be billed right away. Faster, accurate invoicing leads to quicker payments, improving your cash flow. You’re able to close out jobs and get paid in a fraction of the time it used to take when done manually.
Real-Time Financial Insight: Because every job’s financial data is updated in QuickBooks in real time, you always have an accurate picture of your revenue, expenses, and profit margins. This insight lets you make spontaneous decisions.
Accountability & Accuracy: With field updates and financial records in sync, there’s a clear audit trail for every job. This ensures accountability at all levels: technicians know their logged work goes straight into the invoice, and managers can verify that what’s billed matches the work done. The timesheet created in Arrivy helps evaluate your team’s performance and create payrolls.
Empowered Team & Happy Customers: While not an explicit line item on the balance sheet, the integration’s effect on your team and customers is significant. Your field crew is empowered with tools that make their job easier (no redundant paperwork), and your back office enjoys less drudgery and more insight. Customers benefit from agile, accurate invoices and proactive communication, resulting in higher satisfaction.
Smooth QuickBooks Integration
While Arrivy’s operational features already set it apart as a top scheduling software, its deep QuickBooks integration elevates it to an end-to-end solution. It natively connects your field service workflow to QuickBooks, bridging the gap between your frontline operations and back-office accounting. Here’s how Arrivy’s integration with QuickBooks stands out:
End-to-End Automation (Field Data to Invoicing): Arrivy streamlines the entire journey from service delivery to getting paid. Field techs can collect job details (services performed, materials used, hours worked, etc.) on-site. The moment a job is marked complete, Arrivy can trigger an invoice in QuickBooks.
Native Two-Way Sync & Easy Setup: Arrivy’s QuickBooks integration is a built-in, native connection that makes it both robust and easy to set up. The sync works two ways, ensuring that information like customers, invoices, and payments stays consistent between Arrivy and QuickBooks.
Field-to-Finance Flow & Payroll Automation: With Arrivy, the flow of data doesn’t stop at invoicing. The platform captures all sorts of field data that can be useful for finance and payroll. For example, the Arrivy app tracks clock-in/clock-out and job durations, helping generate payroll.
Example:
If a new customer is added in QuickBooks, that customer record can sync into Arrivy so your dispatch team can schedule services for them immediately. Likewise, invoices triggered by Arrivy appear in QuickBooks, and when a payment is recorded in QuickBooks, you can see that reflected in Arrivy.
Afterthoughts
In a nutshell, Arrivy’s scheduling software integrated with QuickBooks truly is a solution for field service businesses. The outcome is a streamlined operation where scheduling, dispatch, and customer service integrate with QuickBooks for billing, invoicing, and payroll. For a field service manager, this means less time wrestling with disparate systems and more time growing the business.