QuickBooks Online Advanced is a SaaS-based accounting software designed to scale with growing businesses. It includes the functionalities of QuickBooks Online, as well as more robust business analytics, customization, and resource management.
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ServiceTitan
Score7.4 out of 10
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ServiceTitan is a cloud-based field
service management solution. The platform includes CRM, intelligent dispatch,
comprehensive reporting, marketing management tools, mobile connectivity for
field techs, and QuickBooks integration.
The platform's core product offers
advanced job booking, drag and drop dispatch board, communication with
technicians via integrated texting, email and calls, and advanced reporting.
The technician mobile solution allows for paperless invoicing, virtual…
Well suited for a larger company with many classes that need to be differentiated. It is relatively intuitive to use, whether you have used other versions of QuickBooks, or any other accounting software. Easy to dig into your accounts from wither the Balance Sheet or the Profit and Loss when trying to analyze performance.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
ServiceTitan seems to be incredibly customizable depending on what is needed, and therefore I would recommend it in any case where customers and jobs are recorded and scheduled. It can be used in a variety of ways and has multiple functions, including revenue and inventory tracking. Whether a big or small company, I feel with proper training anyone could utilize ServiceTitan very effectively to improve both productivity and record-keeping.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Budgeting is easy to input. Our entities have multiple departments, so using classes to separate and report the results of each department is important.
Reports are easy to customize to provide meaningful data to the board and department managers.
QuickBooks Online Advanced has a large market share of accounting software in use, so it is relatively easy to find new employees with prior experience with QuickBooks Online Advanced.
Able to open both entities at the same time, which is helpful due to the number of transactions between the two entities.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Real-time tracking. The biggest problem in logistics in, my opinion, is knowing if your products are arriving on time or not especially as it pertains to food, that was huge here.
Most of our managers travel constantly from corporate to distribution because of how centralized the company is they needed something flexible that allowed them to run reports whenever and however.
Ease of use - I'll be honest in that our employees are not the cream of the crop as it pertains to their education, this software made the learning process simple.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We'd like to be able to text estimates (currently, email is the only function)
We'd like to have audit trails on Customer and Location records (currently only at the job level)
We'd like to be able to email/text the customer multiple options within estimates, like the techs can do on their tablet, it's just not a function that can be presented by the office.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It has become second nature to use Quick Books at the company. If you need a report you log in and pull the report. It helps expedite reconciliation of bank accounts, the automation of most tasks make it easy to get mundane tasks completed quickly.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
QuickBooks Online Advanced is highly usable and intuitive for most day-to-day financial tasks. Its interface is clear, and core functions such as invoicing, reconciliation, and reporting are easy to perform. While some advanced features like report customization or integrations can be less straightforward, overall the platform offers a smooth and efficient user experience.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I rarely run into any issues while using ServiceTitan other than the occasional scheduled maintenance. It is very intuitive and easy to learn, with many capabilities that can be suited to any job position in a business. The functions are consistent regardless of your department or use case, and can be easily customized to fit any and all of a company's needs.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
In the 5 years I have been using it, I cannot recall there ever having been an outage or not being able to access the system. Sure, there are issues with internet speeds sometimes that are unrelated to Intuit but it is a very reliable system.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Since we do not integrate the software with other systems, I do not have any issues with speed related to that. Pages tend to load pretty quickly, but there are times when reports or other pages take a little longer to load than usual. It is not an overly frustrating amount of time, though, and it happens infrequently.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I did not participate in this part particularly much. The implementation was simple and easy to perform. There were not any major issues that arose during the process. QuickBooks has made the processes pretty streamless and I believe they had anticipated many difficulties ahead of time. This was easy enough
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
QBO is great because it does accounting very well, and it can integrate well with everything. I appreciate that it has third-party integrations with many other software companies, so we can focus on doing our accounting through QuickBooks while adding other software as needed through those integrations.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
autotask has a sales team that can work with you to understand your specific business scenario. They have offered to scope an integration project with us. We are looking forward to making progress on a tailored solution with them
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Spreadsheet sync reduces manual data entry significantly. Exporting data into my customized Excel workbook that has complex formulas and macros for automating makes uploading changes and reconfiguring easy and convenient, saving a lot of time.
Automating AP approval has reduced lost paper copies, improved internal controls, and reduced audit findings.
Having banking connections has improved cash flow management, streamlined credit card expenses and reconciliation. I have found that utilizing it for my primary operating account actually makes things more difficult and can easily double-post payments, so I avoid using it on the checking account. It has been well for the credit card account, though.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
