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23 09, 2016

QuickBooks v17- We’re in the App Center

By | 2017-08-11T16:13:56+00:00 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

 

17 08, 2016

QuickBooks Connect 2016 in San Jose

By | 2017-08-11T16:13:56+00:00 August 17th, 2016|Conferences|0 Comments

Meet Corrigo!

It was great to meet many of our Intuit Field Service Management customers last year at “QBConnect”!  This is an annual event for all things QuickBooks — for customers, prospective customers, Pro Advisors, and Intuit Resellers and partners.   Corrigo had a booth last year and we’ll have a booth again at this year’s event October 24-26 2016 in San Jose, CA.

Featured speakers for October 2016 QuickBooks Connect are:  Saquille O’Neal, Malcolm Gladwell, and Tony Hawk. You can save $150 on tickets to attend by registering online with this promotion code: QBC16CONNECT

What is it like to attend QuickBooks Connect?

It’s exciting!  Lots to learn!  Great opportunities to meet with peers, customers, prospective customers!  Very compelling speakers and live entertainment!

Keeping in line with Corrigo’s focus on the service industry, our team was wearing “safety orange” logo shirts – you couldn’t miss us last year!

Cheryl and Mike2

It was at the October 2015 that many of us were first introduced to Death Wish Coffee, winner of the “Small Business Big Game” competition for a 30-second TV commercial during the biggest-football-game-of-the-year the name of which can’t be used without permission of the NFL itself.  Death Wish Coffee had a really great advertisement and it has been great to see how well their business has done in the first six months following their commercial: check out the Death Wish Coffee Half-Time Report.

We enjoyed a very energetic and inspirational opening session with Sekou Andrews/Poetic Voice and Entrepreneur.  Sekou did a great job capturing the many roles and challenges small businesses owners face each day and energized the audience for the event.

Oprah Winfrey was the keynote speaker who spoke from the heart about intention, energy, brand, and so much more.  Speakers included Bill Rancic/The Apprentice, Jessica Alba & Brian Lee/The Honest Company, Brad Smith/CEO of Intuit, Scott Cook/Founder of Intuit, and Robert Herjavec/Shark Tank. In case you missed the live 2015 event, Intuit has posted most of the speakers’ videos online, here: https://www.youtube.com/playlist?list=PLVxBmyedTVhQyNtMuifv5mxAT4UT0qfck

Attendees were very excited by GetCru, powered by Corrigo! GetCru is the easiest way for your customers to reach you to request service, repair, and installation. GetCru is the easiest way for your techs to turn customer conversations into Work Orders inside Intuit Field Service Management (or embed link from any other work order system you might be using).  GetCru is free for service providers and free for your customers!

Corrigo apps screenshot

See you at QuickBooks Connect 2016!

 

22 06, 2016

Understanding Custom Fields

By | 2017-08-11T16:13:56+00:00 June 22nd, 2016|Android, getting started, iPhone, Mobile, User Tips|0 Comments

Based on many years in the service management industry, Corrigo provides the primary fields your business will want to track related to your customers, sites, work orders, and invoices.  When you want to track something unique then you can use either Custom Fields or Equipment Attributes.

When using custom fields, you have the ability to define the type of field and you also have the ability to hide the field from the field techs using the Intuit Field Service Management mobile app (IFSM).

To set up a new custom field:

  1. Log into your IFSM account from the browser and click Settings/Company/Custom Fields
  2. Click Add a New Custom Field
  3. Label your field with a name (such as “Source of call”)
  4. Choose the type of custom field from the drop-down list (see below)
  5. Optionally, choose the length of the custom field (valid only on “String” type)
  6. Click the Add button to add the field

Custom Field choices

 

To create a “drop-down pick list” for the String type custom field:

  1. After creating the custom field you are back a a list of all custom fields.  Click Edit on the right side of the custom field requiring drop-down menu choices
  2. The String type field must have a length of 40 characters or less in order to enable the pick list option
  3. In the Pick List column, click “Add” to add choices.

What the custom fields look like in the browser interface:

Custom Field explanation

click to enlarge

A brief explanation of the different types of custom fields:

  • String = free form numbers and text, with spaces and most special characters.  Also supports drop down pick lists for strings up to 40 characters
  • Integer = whole numbers only
  • Float = numbers with decimals
  • Money = auto-formats to dollars and cents
  • Phone number = formats to reflect a seven-digit phone number and area code
  • Date = month/day/year formatting from a calendar-like interface
  • Time = drop-down list of times
  • Bool = Yes or No radio button

Custom fields can be hidden from your field technicians via the mobile app.  This helpful video shows how to create a custom field and how to hide/show the field from the mobile users.  The following are examples of how custom fields can appear on the mobile application:

Corrigo Pro Manager work order custom field on Verizon Brigadier

click to enlarge

Corrigo Pro Manager work order pick list custom field on Verizon Brigadier

click to enlarge

This covers most of the topics related to Custom Fields inside your Intuit Field Service Management.

The Initial FSM Settings & Configuration page contains a link to our video covering Equipment Attributes.

8 06, 2016

QuickBooks ProAdvisors: I’m Your Huckleberry

By | 2017-08-11T16:13:56+00:00 June 8th, 2016|Conferences|0 Comments

BAM!!  Scaling New Heights once again was a smashing success!  Great job Joe Woodard and the Woodard team!!  The venue was so perfect I decided to tack on a few vacation days (that were much earned I might add) and soak up some rays, see my husband, Mark, catch an 80 pound white Marlin, and lose more money in the Casino than I’ll admit.  LOL!  But, let’s get back to the business discussion.  Dave Waldo (GetCru) and I greatly enjoyed seeing those of you we have met in the past and meeting those of you we had not met previously.  You all shared some great insight with us on what’s important to you and your business.

Let’s face it.  Whether we own our own company or we work for a corporation when all is said and done what we all want is to grow our business and be successful.  Believe it or not, my favorite part of the conference is actually working in the Expo Center at the Intuit Field Service Management (IFSM) booth and hearing all about you and your business.  I am quite often in awe of the businesses that have been created around the Intuit ecosystem.  It’s truly amazing what many of you have accomplished.

So let’s talk about IFSM and some of the things I learned at SNH.  Sometimes it just is what it is and IFSM is just not a good fit for you and your customers.  I totally get that!  But, other times it’s just what you have been looking for to help your Service Provider customers improve their workflow, go paperless, and run a much more productive and efficient company.  And the really funny thing is, IFSM has been around since 2008 and many of the Pro Advisors have never even heard of it!  The other fun tidbit is that in speaking with you I very often hear “but IFSM only integrates with QuickBooks Enterprise.”  What???  Noooooo!!  Let’s put that rumor to bed.  IFSM synchronizes with all U.S. versions of QuickBooks – Pro, Premier, Enterprise, and Online.  Wahoo!!!!

In fact, unlike many other third party applications, IFSM was not affected whatsoever when Intuit discontinued their Sync Manager.  Some third party apps no longer sync with QB Desktop and can now only sync with QB Online.  Corrigo uses QB SDK to integrate with QB Desktop Pro, Premier, and Enterprise and QBO API to integrate with QuickBooks Online.  Neither of these integration tools are referred to as the “Sync Manager” so customers using Intuit Field Service Management have not been impacted.

Which brings me to my next topic.  What I can do to help you, whether you are a ProAdvisor, Bookkeeper, or Reseller to sell and promote IFSM where it makes sense?  You all are wizards when it comes to QuickBooks.  The majority of you hold the highest QB certifications available or are working on achieving them.  When it comes to QBs add-on applications such as IFSM, many of you just don’t have the time or resources within your own company to learn everything you need to know about the product, how to sell it, how to order it, and how to on-board the customer.

Great news!!!  You don’t have to be an expert IFSM guru to make a sale, set up the system, or train your customers.  We’ll do it for you!!

I am announcing today, for those of you who don’t plan to gain the skill needed to demo, sale, and implement IFSM that I’m your Huckleberry!!  Did you see the movie Tombstone where Val Kilmer who plays Doc Holliday was in a standoff with Johnny Ringo and Doc says, “I’m your Huckleberry!”  One of my all-time favorites.  I digress.  So here’s the scoop.  We are announcing an additional role I will now have as your personal Corrigo Executive Pro Manager for IFSMI am your go-to person to help you manage IFSM leads, close sales, and deliver onboarding, setup, and training for your customers.  If you find a lead all you need to do is contact me, fill me in on a few details about your customer, and I will take it from there.  I’ll do as much of the sales and onboarding process as you want me to.  Easy peasy!!  Don’t misunderstand, you also still have the option to work with IFSM Local Expert Partners to fulfill and deliver consulting services to your customers.  That is also a great option for you and your customers.

So what’s in it for you?

  • Corrigo will pay you one month of monthly recurring revenue for every new customer sale closed during the months of June and July 2016.
  • For Authorized and Premier Resellers this payment will be on top of your normal Intuit commission paid for IFSM.
  • Payment will be made by Corrigo 60 days after the IFSM subscription is activated and if the account is still active.
  • Assistance with identifying prospects
  • Free customer demonstrations
  • Customer on-boarding and training

So bring it on!!  I’m counting on all of you to get the word out about IFSM to your customers and prospects.  All you need to do is ask them a very simple question, “What are you doing today to streamline your business process, eliminate the need for duplicate data entry, get rid of paperwork, and move to a mobile solution?”  It’s just that easy.

Many of you also asked about IFSM training.  I do offer a 6 week, live, online training class that meets every Tuesday morning.  The last two classes of the session are prep for the Level 1 and Level 2 IFSM certification tests.  The next class is scheduled to begin on July 19th.  Please contact me at cherylm@corrigo.com or 214-838-3668 if you are interested in registering for the class.

-Cheryl McElrath / Partner Sales Manager