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iFleet Field Service App for QuickBooks™ Desktop

iFleet
From the truck to QuickBooks in real time.
Field Service App
for QuickBooks™ Desktop
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iFleet is the field service mobile app for trade businesses on QuickBooks Desktop. The mobile companion to Smart Service Desktop.

A blue screen with a map of a town and a phone number.

30+ years serving the trades. US-based support. From single-truck operators to multi-location service organizations on QuickBooks Desktop.

Schedule in Smart Service Desktop. Dispatch to iFleet. Your technicians arrive at the job with the customer history, equipment notes, and service records they need — and walk out with signatures, payments, and completed work orders that sync straight back to QuickBooks Desktop. No paperwork. No double entry.

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The Smart Service Desktop Connection

Office to Field, Real-Time

Real-Time Dispatch from Smart Service Desktop to the Field

Smart Service Desktop is the brain. Your dispatchers schedule, route, and assign every job in one screen — then push them to iFleet on your technicians' iPhones, iPads, and Android devices the moment they're ready. No phone calls, no whiteboards, no end-of-day spreadsheet.

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A man wearing a blue shirt and holding a tablet.
Your office runs from one screen, in real time. See where every tech is. Push a new emergency to the closest truck. Swap jobs between technicians. Reroute around traffic. The whole dispatch board lives in your dispatcher's hands.

Inside iFleet

Work Orders + Quotes, Done From the Truck

The Field Service Mobile App That Runs the Whole Job

iFleet puts the whole job in your team's hands — technicians, sales reps, and crew leaders alike. Work orders, quotes, customer history, equipment notes — all on the phone or tablet they already carry. Smart Service Desktop handles the schedule. iFleet handles everything that happens on the truck.

A man looking at his work schedule on his phone.

Mobile Work Order App

Every work order arrives on the technician's screen — customer history, equipment notes, parts list, special instructions. Update progress, attach photos, capture signatures, and submit before leaving the driveway. The office gets it instantly. QuickBooks gets the invoice. Your tech moves on.

A man holding a tablet with a screen showing a quote for a heating and cooling system.

Mobile Quoting App

Sales reps, technicians, and crew leaders build accurate quotes on the spot — full pricing from your QuickBooks Desktop item list, photos, signatures, and deposits captured on site. Quotes that used to wait three days now close same-visit.

End Your Paperwork

The hardest part of the day isn't the job — it's everything that happens after the truck leaves. Stacks of work orders. Late invoices. Slow payments. Office staff re-keying into QuickBooks. iFleet ends the bottleneck.

Close the Loop on Every Job

Most field service apps stop at the customer's driveway. iFleet keeps the loop closing — completed jobs push to Smart Service Desktop, invoices generate in QuickBooks, and the next call starts. No office chase. No double entry.

  • End-of-Day Paperwork Pile
    Techs spend the last hour of the day catching up on work orders, forms, and signatures from the truck — eating into billable time.
  • Solution
    Every work order submits from the truck the moment the job's done. No catch-up. Techs clock out from the customer's driveway.
  • Invoices Wait Days
    Office staff wait for paperwork, re-key into QuickBooks, and send invoices days (or weeks) after the work was done.
  • Solution
    Completed work orders push straight into Smart Service Desktop and QuickBooks Desktop. Invoices generate same-day — sometimes within the hour.
  • Customer Pays Late
    Even when the invoice goes out fast, customers take 30, 45, sometimes 60 days to pay — and you carry the float.
  • Solution
    Capture the card or check on site, before the tech walks out the door. Payment posts to QuickBooks Desktop and lands in the bank — no waiting on net-30.
  • Service History Gets Lost
    Techs arrive at a recurring customer with no idea what was done last visit. The customer has to re-explain everything. Repeat calls increase.
  • Solution
    Every job, every part, every service note attaches to the customer + equipment record automatically. The tech opens the work order and sees the full history.
  • Office Re-Keys Everything
    Office staff spend hours typing field data into QuickBooks — customer info, parts, hours, payments. Mistakes happen. Double entry burns payroll.
  • Solution
    iFleet syncs straight to Smart Service Desktop, which syncs straight to QuickBooks Desktop. No re-keying. No transcription errors.

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Every Tool Your Techs Need

From the first drive to the last payment — one app.

The All-in-One Field Service Mobile APP for Quickbooks Trades

Every feature in iFleet exists because someone in the field needed it. Navigation, time tracking, signatures, payments — the full list is below.

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Navigation

Tap the customer address, get turn-by-turn directions inside iFleet. No copying addresses into a separate maps app.

Technician & Crew Tracking

See where every tech is on the map, in real time. Dispatchers and managers track location, job status, and travel time from one screen.

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Time Tracking

Start and stop times capture automatically on every job. Hours flow into payroll and billing without paper timesheets or honor-system guessing.

Man taking notes on his phone.

Job Notes

Type or dictate notes straight into the work order — access codes, safety warnings, customer preferences. Every tech opening that job sees them.

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Customer Notifications

Customers get an automatic text when the tech is on the way. Less "when will you be here?" calls to the office.

Add Parts, Products, and Services

Add parts and services from your QuickBooks Desktop catalog right on the work order. Pricing matches your books — no manual code lookup.

Man reviewing service history on his tablet.

Service Histories

Open any customer in iFleet to see every past visit, every part used, every tech who touched the account. Searchable, filterable, mobile-ready.

A woman on her laptop looking at an equipment list.

Equipment Tracking

Make, model, serial number, warranty, photos — every piece of customer-owned equipment tracked with its own service history.

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Signatures

Customers sign on the tech's iPhone, iPad, or Android device. Signed work orders attach to the customer record and sync to the office.

A man holding a tablet tracking assets.

Asset Tracking

Trucks, ladders, specialty tools — assign company assets to jobs the same way you assign techs.

A man with a customer filling out a purchase order.

Purchase Orders

Issue a PO from the truck for parts you need to pick up. POs attach to the work order and bill back to the right customer.

A man taking pictures of his completed plumbing work with his tablet.

Pictures

Snap before-and-after shots, equipment issues, completed work — photos attach to the work order and customer record.

A worker taking payment from a customer.

Process Payments

Accept credit cards, ACH, or check info on the spot. Receipts email automatically to the customer.

All thirteen tools, on every tech's phone — iPhone, iPad, or Android — synced to Smart Service Desktop and QuickBooks the whole way. See it work in a demo.

your
Midstate Air maintenance agreement for Ryan Davis covering AC unit model GSX13031 with 12-month term.
forms

100% Digital, 100% Paperless

Go Completely Paperless with iFleet’s Customizable Digital Forms

With iFleet, your forms are 100% digital and paperless, allowing technicians to complete and submit your fully customized and company-branded work orders, quotes, and service agreements directly from their iOS/Android devices. This system supports customizable fields like drop-down menus, checkboxes, signature fields, and even pictures, making it easy for your workforce to complete and manage forms without the hassle of manual paper copies.

iFleet not only eliminates the need for manual paperwork but also helps companies in industries where forms need to be stored and accessed according to specific compliance requirements. Completed forms are automatically sent back to the office for review and storage, eliminating delays and ensuring that your business remains compliant with any necessary regulations.

Integrating digital forms with iFleet saves time, increases accuracy, and provides a professional, branded experience for your customers, all while keeping your company compliant and paperless.

Midstate Air maintenance agreement for Ryan Davis covering AC unit model GSX13031 with 12-month term.
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Ready to digitize your forms and truly go paperless?

Free Demo

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industries

Built for Every Trade

Mobile Field Service for Every Trade

Different trade, different forms, different customer expectations. iFleet adapts with custom fields, custom forms, and equipment records that match how your industry actually works.

HVAC Software
HVAC service companies can manage scheduling, dispatching, work orders, and customer equipment, helping teams respond faster and deliver reliable heating and cooling service.
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Document Destruction Software
Track service requests, manage customers, and easily schedule document destruction services using Smart Service Cloud.
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Chimney Sweep Software
Chimney sweep services can manage job scheduling, dispatching, and safety records, improving operational efficiency.
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Electrician Software
Electricians can streamline work orders, track customer service histories, and manage their entire workforce with real-time updates.
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Fire Protection Software
Fire protection businesses can seamlessly manage inspections, customer equipment, and unique job scheduling through Smart Service Cloud.
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Garage Door Software
Garage door service providers can efficiently manage job tracking, invoicing, and customer service histories in one platform.
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Irrigation Service Software
Schedule service visits, manage service records, and improve routing for irrigation services with Smart Service Cloud.
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Mechanical Contractor Software
Mechanical contractors can streamline complex workflows, track job progress, and manage customer interactions from one integrated platform.
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Pest Control Software
Pest control companies can manage scheduling, optimize routing for recurring services, and ensure timely job completion for regular pest control services.
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Pool & Spa Service Software
Pool and spa service providers can track recurring jobs, customer records, and equipment service details with ease.
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Plumbing Software
Plumbing companies can enhance workflow management, scheduling, and customer communications, reducing paperwork and manual processes.
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Septic Tank Service Software
Septic tank service providers can easily manage recurring services, customer records, and invoicing, ensuring seamless operations.
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Property Management Software
Property management companies can handle tenant requests, service scheduling, and inspection checks more efficiently.
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Security Service Software
Security service companies can manage employee dispatch, track job status, and improve communication with real-time updates.
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Window Cleaning Software
Window cleaning businesses can schedule jobs, dispatch teams, and track service histories more efficiently using Smart Service Cloud.
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Don't see your trade? We probably serve it anyway.

See iFleet in Action

Talk to a Real Person

Book a Demo. See iFleet on a Real Truck.

Empower your technicians with iFleet, the ultimate field service app designed to streamline every aspect of their work. With features like integrated digital forms, photo capture, job notifications, and offline functionality, iFleet transforms a smartphone or tablet into a powerful service tool. Your team can manage schedules, create estimates, complete work orders, and even collect payments on the go.

Equip your team with iFleet to boost productivity and efficiency in the field.
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FAQ

What is iFleet; and how does it work?

iFleet is a mobile field service management app designed to help technicians manage schedules, work orders, and customer information on iOS/Android devices. It syncs with Smart Service Desktop to streamline field operations.

Does iFleet integrate with QuickBooks™?

While iFleet does not directly sync with QuickBooks™, Smart Service Desktop handles QuickBooks™ integration, managing invoices, payments, and customer information for your business.

Can iFleet be used offline?

Yes, iFleet offers offline functionality, allowing technicians to complete work orders, track time, and take notes even without an internet connection. The data syncs once the connection is restored.

What features does iFleet provide for field technicians?

iFleet allows technicians to manage job schedules, take notes, capture photos, access service histories, track equipment, create estimates, get signatures and process payments all in one app.

How does iFleet handle payments in the field?

iFleet allows technicians to process credit card or check payments on-site, helping to speed up cash flow and simplify payment collection.

Can iFleet help with compliance and required documentation?

Yes, iFleet supports custom forms, which can be used for state-specific or industry-required documentation, ensuring your business remains compliant with local regulations.

Is the iFleet mobile app available on both iOS and Android?

Yes, iFleet is compatible with both iOS and Android devices, giving your technicians access to job details and schedules from any device.

Can I track my technicians in real-time with iFleet?

Yes, iFleet offers technician tracking, enabling you to monitor technician locations and job progress as they complete tasks in the field.

How does the payment processing feature work?

Technicians can collect payments directly in the field, ensuring faster billing and reducing paperwork. Payments are processed securely and efficiently.