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704, 2017

Streamline Payroll Processing with the Corrigo Time Card module for Intuit Field Service Management

By |April 7th, 2017|Android, iPhone, Mobile|0 Comments

Integrate your mobile technician payroll data into QuickBooks

The Intuit Field Service Management (IFSM) add-on Time Card Module provides an excellent way to capture time for your technicians in the field.  If you are tired of handwritten time sheets that are almost impossible to decipher and quite often turned in late, you should consider adding the Time Card Module to your IFSM software subscription.  Not only will you be able to see the techs time sheet at any time during the payroll period but, you can also view a map with the location of the tech as entries are made against a work order on their mobile device.

This article is part of Corrigo’s monthly tips for users of Intuit Field Service Management!  Tips are posted on our News & Blog link here at http://quickbooks.corrigo.com/news

Benefits of adding the Time Card Module

  • Payroll processing – streamlined with options to capture either ‘shift time’ or ‘work order time, and travel time.
  • Captures time stamps and GPS locations of work order actions.
  • Options for defining ‘rounding rules’ and ‘overtime rules.’
  • Techs can manually add time for non-work orders on their mobile device.
  • Office can review, edit, and approve time sheets at the end of the payroll period.
  • Time sheet data integrates with QuickBooks Desktop and updates the weekly time sheet for payroll processing.

The mobile Time Card app works on all Android and Apple devices (phones and tablets).  See the mobile Time Card module in action:

Questions about the Time Card module?  Give us a call!

Mike Simons 520-901-2527
Cheryl McElrath 214-838-3668

See pricing for this optional module.  Note: the Time Card module integrates with QuickBooks Desktop Pro/Premier/Enterprise. The module does not integrate with QuickBooks Online.

Additional reports are available for customers with the Time Card module.

If you have questions about how to use Intuit Field Service management, try doing a Search on this website via the magnifying glass on the upper right of your screen. Articles, videos, and pages related to your search term will appear as green links in the search result. Click on the green link to see the result in full-screen view. You can also call our Corrigo Support team Monday – Friday, 8AM ET to 8PM ET at 800-517-2871.

Corrigo has partnered with local experts providing value-added services for both QuickBooks and Intuit Field Service Management.  Our local experts can provide consultative initial setup, configuration for your office and training for your office and your field techs.  Our local experts are listed here: http://quickbooks.corrigo.com/local-experts/

303, 2017

Reporting in Intuit Field Service Management

By |March 3rd, 2017|getting started, User Tips, Work Order Wednesday|0 Comments

Using Reports in Intuit Field Service Management

This article is part of Corrigo’s monthly tips for users of Intuit Field Service Management!  Tips are posted on our News & Blog link here at http://quickbooks.corrigo.com/news

This month’s topic:  Reporting in Intuit Field Service Management.  Reports are especially valuable to help your business understand key performance metrics, satisfaction indicators, and more!

Check out this video to learn more about reports in Intuit Field Service Management:


This short tutorial covers the following topics:

  • Dashboard report
  • List style “revenue by technician” report
  • Matrix style “revenue by technician” report

Additional reports are available for customers with the Service Agreement and/or Time Card module

If you have questions about how to use Intuit Field Service management, try doing a Search on this website via the magnifying glass on the upper right of your screen. Articles, videos, and pages related to your search term will appear as green links in the search result. Click on the green link to see the result in full-screen view. You can also call our Corrigo Support team Monday – Friday, 8AM ET to 8PM ET at 800-517-2871.

Corrigo has partnered with local experts providing value-added services for both QuickBooks and Intuit Field Service Management.  Our local experts can provide consultative initial setup, configuration for your office and training for your office and your field techs.  Our local experts are listed here: http://quickbooks.corrigo.com/local-experts/

802, 2017

Team Work on the mobile app

By |February 8th, 2017|Android, iPhone, Mobile, User Tips, Work Order Wednesday|0 Comments

Introducing Corrigo’s monthly tips for users of Intuit Field Service Management! Tips will be posted on our News & Blog link here at http://quickbooks.corrigo.com/news/  We’ll post these “Work Order Wednesday” tips here and alert users through our Digital Dispatch newsletter on the second Wednesday of each month.

Team Work on the mobile app

This month’s topic: Let’s explore the Team Work area of the technician’s mobile app.  This area is where your field supervisors can view and manipulate work via the mobile app.  Keep in mind that the Team Work menu choice is available to mobile login users with the following roles: field supervisor, manager, dispatcher.

  • For Apple device users, access the Team Work area of the Intuit Field Service Management mobile app, you will click on the “box with arrow” graphic in the lower right of the My Work screen.
  • For Android device users, access the Team Work area of the Intuit Field Service Management mobile app, it depends. You will either click on the “three dots” graphic in the upper right of the My Work screen, or you will press the Menu button on the phone itself.

Check out this video to see what’s available in the Team Work area:

Key areas within the Team Work:

  • View Workload by technician
  • Unassigned work orders, Flagged, Waiting For Pick-up, Picked Up, Completed Today, Cancelled Today, On Hold
  • Scope filter by team or dispatch center

If you have questions about how to use Intuit Field Service management, try doing a Search on this website via the magnifying glass on the upper right of your screen. Articles, videos, and pages related to your search term will appear as green links in the search result. Click on the green link to see the result in full-screen view. You can also call our Corrigo Support team Monday – Friday, 8AM ET to 8PM ET at 800-517-2871.

Corrigo has partnered with local experts providing value-added services for both QuickBooks and Intuit Field Service Management. Our local experts can provide consultative initial setup, configuration for your office and training for your office and your field techs.  Our local experts are listed here: http://quickbooks.corrigo.com/local-experts/

1412, 2016

Happy Holidays from Corrigo

By |December 14th, 2016|Uncategorized|0 Comments

The Corrigo and Intuit Field Service Management wish you lots of family, fun, and food! Thank you for your business in 2016, and best wishes for a happy holiday season!

Holiday hours for December 2016 – Corrigo Sales & Support will be closed:

  • December 23 & 26, back in the office on December 27th
  • December 30, back in the office on January 3rd

 

2309, 2016

QuickBooks v17- We’re in the App Center

By |September 23rd, 2016|Product Update|0 Comments

There are many enhancements to the new QuickBooks version 17: reports, searches, performance improvements, and more!

One exciting enhancement is the new App Center link at the top menu bar inside QuickBooks desktop software.

Corrigo is pleased to be highlighted right now in the Featured Apps listing:  check out our Intuit Field Service Management from the link right inside your QuickBooks!

Intuit Field Service Management works with all U.S. editions and versions of QuickBooks Online, as well as all U.S. editions and versions of QuickBooks Pro, Premier, and Enterprise.

The “IFSM” software and free mobile app are a simple and powerful system helps your installation, service, and repair business go paperless with cloud-based work order scheduling, dispatching, and invoicing.

Intuit Field Service Management is ideal for both residential and commercial service work, and optimized to support HVAC, plumbing, and other field service businesses.  See how Intuit Field Service Management for QuickBooks can help you:

  • Get more work done
  • Get paid faster
  • Do payroll better