Getting Started | Intuit Field Service Management for QuickBooks

15 01, 2016

Field Service Software and QuickBooks Integration

By fsmsales| 2016-01-15T11:42:10-08:00 January 15th, 2016|Getting Started, Mobile|0 Comments

Intuit Field Service Management Works With QuickBooks!

We’ve been hearing a lot lately from folks who are worried about their field service software’s ability to sync with QuickBooks. We have a great solution for that!

Whether you work from your office or on the go, Intuit Field Service Management for QuickBooks, powered by Corrigo matches your service management style.

Corrigo’s ability to integrate between QB Desktop and QB Online are completely separate from the Intuit Sync Manager that was discontinued.

Corrigo uses the QB SDK to integrate with QB Desktop Pro, Premier, and Enterprise. Corrigo uses the 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 will not be impacted.

Intuit’s announcement about the Sync Manager and no impact on Intuit Field Service Management: http://support.quickbooks.intuit.com/support/articles/INF28440

Insightful Accountant also published an article about field service software integration with QuickBooks.

29 12, 2015

Popular Devices: Which smart phones and tablets are most popular with Field Service techs?

By fsmsales| 2017-08-11T16:13:56-07:00 December 29th, 2015|Android, Getting Started, iPhone, Mobile|0 Comments

Each year Corrigo publishes research on popularity of mobile devices for field service companies. As of December 2015, Corrigo’s research indicates the Apple iPhone 6 is the most popular device overall for customers, with 12% of the overall users.

See the statistics on which smart phones and tablets are most popular with Field Service technicians, we well as which Apple phones and tablets are most popular on this infographic.

Popular mobile devices for field service technicians

Disclaimer: research is based on users who logged into the system during the date range. Those who did not log in via their mobile app were not counted.

Learn more about Intuit Field Service Management for QuickBooks

Call 877-408-3356 or visit www.Apps.com

Happy New Year from Corrigo and Intuit Field Service Management for QuickBooks!

2 12, 2015

Configure Email Address and Alerts Settings

By fsmsales| 2017-08-11T16:13:56-07:00 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.

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.

22 10, 2015

Update Work Order Numbering

By fsmsales| 2017-08-11T16:13:56-07:00 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:

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

25 08, 2015

Create New Customers In The Field

By fsmsales| 2017-08-11T16:13:59-07:00 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.