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

29 10, 2015

Activating CorrigoPro Manager for Intuit Field Service Management

By | 2017-08-11T16:13:56+00:00 October 29th, 2015|Android, getting started, iPhone, Mobile, Product Update|0 Comments

What are CorrigoPro Manager and Corrigo GetAPro?

Note: GetCru was replaced by CorrigoPro Manager for the service provider and by GetAPro for the customer, effective January 2017.

GetAPro CorrigoPro

CorrigoPro Manager is a powerful mobile application designed for all types of equipment service providers and integrates with Intuit Field Service Management, powered by Corrigo. CorrigoPro Manager allows users a whole new way to instantly and easily connect with customers as well as market and grow their business. Intuit Field Service Management for QuickBooks is designed for HVAC, mechanical, plumbing, electrical, and many other types of equipment service providers.

With CorrigoPro Manager, Service Providers can, right from the palm of their hand:
• receive service requests from customers,
• participate in chats with customers,
• receive & send photos,
• time & date stamp messages and,
• easily convert messages into work orders

CorrigoPro Manager helps you gain control and transparency of all communications. With a click of a button the CorrigoPro Manager conversation becomes a new work order inside Intuit Field Service Management, powered by Corrigo. As part of the powerful integration with QuickBooks Online and QuickBooks Pro/Premier/Enterprise, your service team customers, field invoices and payments quickly synchronize from Intuit Field Service Management into QuickBooks.

Questions about CorrigoPro Manager?  Call us at 1-800-517-2629 or email us.

Activating CorrigoPro Manager for your Intuit Field Service Management account (IFSM)

Starting in October 29, 2015, the first time an IFSM manager/dispatcher logs into IFSM, you will see the GetCru announcement page:

2a

1) Scroll to the bottom and click the green “Continue” button to proceed to IFSM

2) GetCru will ask you to provide your email address and phone number for administration of your service provider listing in our database.

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3) Click “Confirm” and you will see the standard IFSM “main screen”.

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You will also see a new button in the upper left:  use the new black and green “Connection Center” button to administer your GetCru service provider listing and to manage your CrewChats.

Questions about GetCru?  Call us at 1-800-517-2629 or email us.

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)