Lunch and Learn

/Lunch and Learn
13 06, 2017

Editing Work Order Assignments via the Mobile App

By | 2017-08-11T16:13:55+00:00 June 13th, 2017|Android, getting started, iPhone, Lunch and Learn, Mobile, User Tips, Work Order Wednesday|0 Comments

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

Assigning and Editing Work Order assignments via the mobile app

This month’s topic: Let’s take a closer look at the Team Work area of the technician’s mobile app. This area is where your field supervisors can view and manipulate work via the mobile app. Keep in mind that the Team Work menu choice is available to mobile login users with the following roles: field supervisor, manager, dispatcher.

  • For Apple device users, access the Team Work area of the Intuit Field Service Management mobile app, you will click on the “box with arrow” graphic in the lower right of the My Work screen.
  • For Android device users, access the Team Work area of the Intuit Field Service Management mobile app, it depends. You will either click on the “three dots” graphic in the upper right of the My Work screen, or you will press the Menu button on the phone itself.

Inside the “Team Work” area of the Intuit Field Service Management mobile app you can:

  • View workload (name of each technician and number of work orders)
  • View Unassigned work orders
  • Assign the Unassigned work orders
  • View “Needs Acceptance” work orders (coming in from the Corrigo Work Order Network)
  • View Flagged, Waiting For Pick Up, Picked Up, Completed Today, Cancelled Today, and On Hold work orders
  • Define Scope by service teams or dispatch centers

If you have questions about how to use Intuit Field Service management, try doing a 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/

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)

12 05, 2015

Lunch and Learn Webinar: Intuit Field Service Management for QuickBooks Online

By | 2017-08-11T16:13:59+00:00 May 12th, 2015|Lunch and Learn|0 Comments

QuickBooks Online enables anytime, anyplace access to your accounting system. Pair QBO with Intuit Field Service Management, powered by Corrigo for your dispatcher and field technicians, and your service business can increase productivity, improve cash flow, improve communications, and more! Create work orders, schedule and dispatch to field technicians by skills, location, and availability…capture photos and signatures and payment in the field…with direct customer, invoice and payment sync to your QBO.  Whether you are new to Intuit Field Service Management, or a seasoned veteran, we think this free session will provide something new for everyone!

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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: Intuit Field Service Management for QuickBooks Online – Wed May 27 @ 9AM PT (Noon ET)

13 04, 2015

Calculating Service Technician Performance with Intuit Field Service Management for QuickBooks

By | 2015-05-07T12:22:27+00:00 April 13th, 2015|getting started, Lunch and Learn, User Tips|0 Comments

We’ve prepared a new short video showing how to calculate who’s been “naughty and nice” on your service team. More specifically, this video shows you how to calculate on-time performance of your service technicians.  Happy holidays!

Watch the video: http://quickbooks.corrigo.com/videos/calculating-service-technician-performance/

13 10, 2014

Managing Commercial Maintenance Agreements

By | 2017-08-11T16:13:59+00:00 October 13th, 2014|getting started, Lunch and Learn|0 Comments

Ruth King at HVACR Business Management Magazine offers great advice on six actions you must take to increase your maintenance customer base.  Offering these preventive maintenance/service agreement contracts to your customers helps customers avoid equipment outages, helps them increase the lifespan of their equipment, and helps you strengthen the relationship with your customers.

Whether your goal is to sell to Commercial or Residential customers, the Preventive Maintenance/Service Agreements add-on module for Intuit Field Service Management will help you and your team deliver on those service contracts and manage billing through our integration with QuickBooks Pro, Premier, and Enterprise Edition.

service-agreements

Map view of pending service agreement visits

Get More Business – This module enables you to set up recurring work orders based on the contract you sell to the customer–intervals of weekly, monthly, seasonally, and just about anything in-between (such as every third Monday at 9:15am) are available. The module also alerts staff about upcoming contract renewals.

You define a list of services that need to be provided as a checklist. You then associate the different pieces of equipment at the customer site to each checklist and service interval.  For example, you may perform a “5-point winter checklist” on a roof-top unit annually in the late autumn, and perform a different “10-point spring checklist” on the same unit annually before the start of summer. Your technicians see the appropriate checklist on their Field Service Management mobile app (works on all Android and all Apple devices), as well as equipment attributes.  The equipment attributes area is designed to track serial numbers, warranty information, as well as update information regarding pressure readings, equipment conditions, etc. and monitor trends over time.

Scheduling Made Easy – This module auto-creates work orders based on the intervals you define.  Work orders with recurring appointment times can be assigned directly to preferred technicians who are most familiar with the customer’s equipment.  Work orders can also be created as “to be assigned” and “to be scheduled”, and then viewed as a list (such as by Zip code) and geographically on the map.  Your service manager/dispatcher can easily see which service techs are in the area and available–and assign accordingly.

Get Paid Faster – This module allows you to define three different payment methods, all integrated with your QuickBooks.  You can collect a fixed amount for each visit (such as $99 for each seasonal check-up), and collect a fixed amount on the next visit.   The third option is to have the module rely upon a “memorized transaction” inside QuickBooks, whereby you can provide service on one schedule and invoice for payment on a separate frequency (such as invoice $25 per month throughout the year for the Preventive Maintenance Agreement while providing service quarterly).  Also, the module instructs your technicians to apply a discount to the customer invoice (if that is part of the contract).  Integration with QuickBooks adjusts your inventory accordingly (such as by technician truck).

Update Your Customers  – the Customer Notifications feature within Field Service Management sends a message to your customer regarding their upcoming appointment and keeps them updated throughout the process.

Watch this demonstration to learn more about the Preventive Maintenance/Service Agreement module for Intuit Field Service Management!