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9 01, 2019

Tracking inventory usage by your field service team

By | 2019-01-09T14:35:25-07:00 January 9th, 2019|getting started, User Tips|0 Comments

Tracking inventory usage by your field service team is easy with Intuit Field Service Management, powered by Corrigo!  “IFSM helps your field service business get more work done, get paid faster, and streamline payroll processing.  When looking at increasing productivity and improving cash flow, the “IFSM” enables your service technicians to document their work in several ways that help you track and manage inventory for your business inside QuickBooks.

How to track field service technician inventory

Summary: QuickBooks tracks how much inventory you have.  All versions of QuickBooks do this.  Further, QB Enterprise Platinum tracks inventory on each technician’s truck – as well as your warehouse.

When you approve an IFSM invoice and that invoice syncs into QB…the synchronization process updates the inventory levels inside QuickBooks , regardless of version.  If you have QB Platinum we also deduct inventory from the appropriate truck.

Voice To Text Work Done Description

First, your field service technicians can dictate the description of work done into the “work done description”.  This is basically the same information the tech would have hand-written onto the paperwork if he was not accessing IFSM via the mobile app.

Activating the microphone, the tech can say “Replaced two twenty by twenty-five Honeywell air filters”, which will then appear on the documented work order.  We demonstrate this voice-to-text feature in our videos.

Creating a Mobile Invoice

Second, your field service technicians can prepare a mobile invoice inside the IFSM app, specifically selecting parts and services from a list.  When creating the invoice your field service team is working from a synchronized copy of the “Item List” in QuickBooks.  Any inventory parts, non-inventory parts, group items, and services in QB are synchronized with IFSM so your office workers and your field technicians can prepare accurate invoices.

For example, when your field technician uses the mobile invoice area on the IFSM app, he can search for “air filter” and select the appropriate air filter from the search results, i.e., “20 x 25 Honeywell” air filter”.  The tech is simply documenting the item and modifies the quantity.

mobile-invoice-select-item

Which parts need to be re-stocked?

Field service companies frequently find themselves asking “do I need to re-stock inventory?”  You can answer this question two ways:

  1. Run the Price List Items Usage Report in IFSM to see which parts have been used (and by whom) for a desired date range. Based upon this information you can order replacement parts.
  2. Run an Inventory report in QuickBooks. All versions of QuickBooks allow you to specify which parts are inventory (versus non-inventory), as well as the total number on hand.  If your business is using QB Enterprise Platinum Edition you can also specify inventory locations for your warehouse and each of your trucks.

price-list-items-usage-report-in-IFSM

 

Most of our IFSM customers prefer #2, and manage inventory inside QuickBooks.  Inside your QuickBooks you can look at your reports, as well as the Products and Services screen, to see your inventory levels.  Here you can see several inventory parts with “filter” in the description, with their remaining quantity, re-order points, and more.

parts-and-services-in-QBO-small

Truck-level Inventory

Often an HVAC company will want to know who is running low on “20 x 25 x 1 Honeywell” air filters.  By looking at the standard QB inventory reports you can see how many items you have for each inventory item.

If you want to see exactly where each inventory item is located you’ll need QuickBooks Enterprise Platinum Edition to configure and track inventory in multiple locations. Formerly called Advanced Inventory, QuickBooks Enterprise Platinum Edition allows you to map each service technician truck to a unique inventory location inside QuickBooks.

quickbooks-inventory-quantity-on-hand-by-site-platinum-edition-small

With Platinum Edition, when you receive new inventory you use QuickBooks to add it to the warehouse.  As you provide inventory to your service techs you use QuickBooks to track the transfer from warehouse to Chuck’s Truck.  When the invoice syncs from IFSM into QuickBooks, Chuck’s Truck will decrement inventory accordingly based upon the inventory items on his invoices.

Watch how the IFSM updates the inventory inside QBES Platinum Edition during the synchronization process.

 

1 11, 2018

Corrigo at #QBConnect 2018

By | 2018-11-01T14:33:58-07:00 November 1st, 2018|Conferences, Uncategorized|0 Comments

Each year, thousands of businesses attend the QuickBooks Connect conference in San Jose, CA. This is a great event with inspirational speakers, presentations on how to grow your business, and an exhibit hall with lots of exciting new products.

Corrigo provides the most trusted mobile work order management platform for field service management through its CorrigoPro products, that help your service business get more work done, get paid faster, and do payroll better with QuickBooks integration.

Corrigo’s booth will showcase the Intuit Field Service Management software for QuickBooks Online, Pro, Premier, and Enterprise. We look forward to seeing you in San Jose!

QuickBooks Connect 2018 Dates: November 5-7, 2018

Register Here

 

31 05, 2018

Corrigo at Scaling New Heights 2018

By | 2018-05-31T10:46:04-07:00 May 31st, 2018|Conferences|0 Comments

Visit the Corrigo booth at Scaling New Heights

Learn how to make money selling Intuit Field Service Management (IFSM)!!

Did you know that Intuit Premier and Authorized Resellers receive commission for selling IFSM and the sales revenue counts toward your annual sales minimum requirement for the Premier level?

  • Premier Resellers
    • 25% Commission residual paid on the monthly subscription renewal. 
    • Immediate revenue recognition for the IFSM license sale and for license increases/decreases.
    • Counts toward the $50K annual sales minimum requirement.
  • Authorized Resellers
    • 20% up front one-time commission payment based on annualized monthly recurring revenue.
    • Immediate revenue recognition for the IFSM license sale and for license increases/decreases.
    • Counts toward the $50K annual sales minimum required to qualify for Premier level.
  • ProAdvisor and Accountants – Corrigo has a program for you too!!
  • Affiliate Program
    • Partner with an Intuit Reseller who offers an Affiliate Program to place your IFSM order.  Most of the Resellers offering an Affiliate Program will compensate you for placing the order through them.  The form of compensation varies but, most will pay you a monthly residual for the sale.  The Reseller will also assist with demos, customer calls, customer training, and implementation services.  Contact Cheryl McElrath at Corrigo to be introduced to a Reseller who offers an Affiliate Program.

o   ProAdvisor Bonus Program

  • Contact Cheryl with the IFSM lead information and Cheryl will work the lead for you.  That includes providing a demo for you and/or the customer.  Place the order through Cheryl and you will receive a one-time commission payment equal to one month of recurring revenue.  For example, Sell 5 IFSM licenses at $35 per license per month and receive a bonus payment of $175.

o   QuickStart Program

  • IFSM setup and customer training program provided for $700.  Includes IFSM setup, QuickBooks integration setup, completion of first synchronization, and training for customer management, admins and field techs.

Product Training and Certification – It’s Free

If you have any questions about the IFSM Reseller or ProAdvisor programs or need assistance with IFSM, please contact me.  I am available to provide a free demo for you or your customers.

We’ll be at Scaling New Heights!!  Stop by and see us if you are there.  Booth #57!

25 10, 2017

Corrigo at QuickBooks Connect

By | 2017-10-25T12:56:47-07:00 October 25th, 2017|Uncategorized|0 Comments

Each year, thousands of businesses attend the QuickBooks Connect conference in San Jose, CA. This is a great event with inspirational speakers, presentations on how to grow your business, and an exhibit hall with lots of exciting new products.

Corrigo provides the most trusted mobile work order management platform for field service management through its CorrigoPro products, that help your service business get more work done, get paid faster, and do payroll better with QuickBooks integration.

Corrigo’s booth will showcase the Intuit Field Service Management software for QuickBooks Online, Pro, Premier, and Enterprise. We look forward to seeing you in San Jose!

Featured Speakers: Shonda Rhimes, Nate Berkus, Tyra Banks, Julie Rice

QuickBooks Connect 2017 Dates: November 15-17, 2017

Register Here

12 09, 2017

Driving Directions on the IFSM mobile app

By | 2017-09-12T09:36:36-07:00 September 12th, 2017|Android, getting started, iPhone, Mobile, User Tips, Work Order Wednesday|0 Comments

This month’s Digital Dispatch article covers how your techs can use the Intuit Field Service Management mobile app to access driving directions from their current location to the service address, take a customer signature in the field, and more.

Intuit Field Service Management (IFSM) helps you get more work done through smart scheduling of the right technician for the job, real-time dispatching, and IFSM helps your techs make smart decisions out in the field regarding servicing or replacing customer equipment, and more!

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

Driving Directions

• Inside the mobile application, click on “Service Address”
• The IFSM mobile app launches the default mapping app
• The mapping app shows your current location and how to get to the service address

driving directions

Click to view video showing driving directions on the IFSM mobile app

Support

Questions about mobile alerts? Call our IFSM Support team @ 800-517-2871

If you have questions about how to use Intuit Field Service management, use the 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/