getting started

/getting started
2 12, 2015

Configure Email Address and Alerts Settings

By | 2017-08-11T16:13:56+00:00 December 2nd, 2015|getting started, User Tips|0 Comments

You’ll want your own company email address to appear in the “From” field when email is sent from Intuit Field Service Management to your customer.  Be sure to change the setting from “Corrigo” to your own company email address.  (Click images below for higher definition.)

Configure “from” email address

Go to Settings / Work Orders / Alert Settings

Change the email address and click Save.

email alerts from address

 

Configure email alert format

While you are in the Alerts section you can configure Intuit Field Service Management to send alerts to Customers in one of three formats.  Two formats allow for you to select which attachment file template to use.

email alerts file format

22 10, 2015

Update Work Order Numbering

By | 2017-08-11T16:13:56+00:00 October 22nd, 2015|getting started, User Tips|0 Comments

When you first subscribe to Intuit Field Service Management you will likely review our First Time Setup video.  While not covered in the video, we want to point out you can configure your work orders in IFSM to start at a number other than “001”.  You can also configure how many digits the work order numbers will have before they roll over to “000”.  You can also configure a unique prefix for work orders within each work zone.

To update the Work Order Numbering:

  1. Go to Settings/Work Zones and click Edit on the right side
  2. Scroll down to option 5, Work Order Numbering
  3. Choose Custom and click Change
  4. Input the desired starting number and choose the desired number of digits from the drop-down menu. Work Order Numbering detail

 

25 08, 2015

Create New Customers In The Field

By | 2017-08-11T16:13:59+00:00 August 25th, 2015|Android, getting started, iPhone, Mobile|0 Comments

This video shows how your field service technician can create a new customer in the field via the Intuit Field Service Management mobile app.

Typically your office dispatcher or your QuickBooks user(s) create new customers.  However, sometimes your field service techs may need to create a new customer in the field.  Once the customer is created the tech can proceed with the “work order wizard” to capture the problem and assign the work order to himself/herself.  (Note:  the Field Supervisor role can use the mobile app “Team Work” menu area to re-assign team work.)

More videos for your field techs on our Best Practices page.

 

4 08, 2015

Lunch and Learn Webinar: Using the Android mobile app

By | 2015-08-04T14:30:35+00:00 August 4th, 2015|Android, getting started, Lunch and Learn, Mobile|0 Comments

Attend this live, free webinar on Intuit Field Service Management, powered by Corrigo. The August 12th event will cover usage of the IFSM mobile app on an Android device. This session will utilize one of Kyocera’s rugged smart phones for Field Service Technicians. Registrants will receive the link to see the presenter’s screen and the phone teleconference information via email.

Topics:

  • My Work
  • Appointments
  • Driving Directions
  • Work Order Actions, Photos, Signatures
  • Invoices and Payment Capture, Signatures
  • Email from Mobile App
  • Preventive Maintenance Checklists and Time Card (both Optional Modules)
  • Team Work (Manager Role)

Whether you are new to Intuit Field Service Management, or a seasoned field service technician, we think this free session will provide something new for everyone!

The presentation will last about 20 minutes, followed by about 15 minutes of live Q&A. You will be able to watch on your PC via the GoToMeeting software and listen via a long distance phone call. You will also be able to ask questions. Note: it is called a “Lunch and Learn” because you can learn some cool stuff while you have lunch (bring your own).

Sign up here for the next live Lunch And Learn webinar:

Topic: Lunch and Learn Webinar: Using the Android mobile app – Wed August 12 @ 9AM PT (Noon ET)