Lunch and Learn

/Lunch and Learn
28 07, 2014

Updated Field Service Management video library

By | 2017-08-11T16:13:59+00:00 July 28th, 2014|Android, getting started, iPhone, Lunch and Learn, Mobile, Product Update|0 Comments

We’re very excited to report the demonstration videos and training videos for Intuit Field Service Management are now hosted on our own Vimeo site!

You can access the complete list or you can access “albums” containing videos covering particular topics based on phases customers encounter while deploying Field Service Management.

Intuit Field Service Management Video Albums

Intuit Field Service Management “Channel”

1 04, 2014

Lunch and Learn Webinar Series: Getting the most from the Work Order Wizard

By | 2017-08-11T16:13:59+00:00 April 1st, 2014|getting started, Lunch and Learn|0 Comments

To be held live on Friday April 11, 2014starts promptly at 9AM PT (Noon ET)

Register in advance to attend this free training webinar!

We’re off to see the Wizard!” We’ll help you get the most from the Work Order Wizard by walking you every step of the way through the three-step process, exploring options and settings you might not have previously used.  This session is intended for your Service Managers and Dispatchers.  Whether you are new to Intuit Field Service Management, or a seasoned veteran, we think this 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).  If you are unable to attend, the session will be recorded for future playback.

wizard

This webinar was recorded and is archived online as part of our Lunch & Learn series here.

 

 

 

 

21 02, 2014

How to Backdate work orders (Free webinar in our Lunch and Learn series)

By | 2017-08-11T16:13:59+00:00 February 21st, 2014|getting started, Lunch and Learn|0 Comments

Backdating Work Orders in Intuit Field Service Management – Lunch and Learn from Intuit Field Service Management.

The presentation lasts about 20 minutes, followed by about 15 minutes of live Q&A.

Note: it is called a “Lunch and Learn” because you can learn some cool stuff while you have lunch (bring your own).

Ready for more? See our complete list of previous and upcoming topics in the Lunch And Learn Webinar series.

21 11, 2013

“Using Reports as a Search Tool within FSM” and “Overview of Service Packages and Equipment Lists” (Free webinar in our Lunch and Learn series)

By | 2017-08-11T16:14:00+00:00 November 21st, 2013|Lunch and Learn|0 Comments

In this free Holiday Special Edition of our Lunch And Learn Webinar Series we invited two special guests as presenters!  Both guests are experts with deploying Intuit Field Service Management with QuickBooks.

John Sandy presented “Using Reports as a Search Tool within FSM.”

Marjorie Adams presented “Overview of Service Packages and Equipment Lists.”

Our Lunch and Learn Webinar Series is designed to help your service and installation business “Get more work done, Get paid faster, and Do payroll better!”

Ready for more? See our complete list of previous and upcoming topics in the Lunch And Learn Webinar series.

 

2 10, 2013

Streamline Payroll Processing with Time Card module (Free webinar in our Lunch and Learn series)

By | 2017-08-11T16:14:00+00:00 October 2nd, 2013|getting started, Lunch and Learn|0 Comments

Learn how the optional Time Card module helps you streamline payroll processing for your Field Service Management users.  This module allows you to capture either “shift time” or “work order time” for payroll, as well as track travel time, GPS locations, report on productivity, and more.

Our Lunch and Learn Webinar Series is designed to help your service and installation business “Get more work done, Get paid faster, and Do payroll better!”

Ready for more? See our complete list of previous and upcoming topics in the Lunch And Learn Webinar series.