Product Update

/Product Update
6 11, 2019

Reauthorizing QBMS in Field Service Mgt

By | 2019-11-06T14:32:47-08:00 November 6th, 2019|Product Update|0 Comments

On November 12, 2019, Intuit will disable a legacy version of the payments API which Field Service Management has used for several years.  A new version of the API is available to developers and Corrigo has updated payment processing features in Field Service Management to utilize it.

If you use QBMS or Intuit Payments features in Field Service Management, you must take action on or before November 12 to ensure there is no interruption in your ability to take payments from your customers.

Follow the steps below to connect Field Service Management to your Intuit Payments account.

  • Log into Field Service Management as a manager
  • Click the Settings tab, click the Financial category on the left and then click QBMS Integration
  • If available, click the “Cancel QBMS” button to disconnect your account from the legacy API.
  • Next, click the “Connect to QBMS” button.
  • A new browser window or tab should open to the Intuit Payment Solutions login page.  Enter your login credentials.
  • Once logged into your Payments account, you should see one (or more) companies connect to Field Service Management.  Click the appropriate company.
  • On the next page, click the “Create New Connection” button.
  • If the connection is successful, you should see this message.

If you encounter errors during the login or connection ticket process on the Intuit Payment Solutions site, you may need to contact Intuit Payments support at 800-348-0254 or visit the Payments site at https://quickbooks.intuit.com/payments/ and click the Support.

23 09, 2016

QuickBooks v17- We’re in the App Center

By | 2017-08-11T16:13:56-08:00 September 23rd, 2016|Product Update|0 Comments

There are many enhancements to the new QuickBooks version 17: reports, searches, performance improvements, and more!

One exciting enhancement is the new App Center link at the top menu bar inside QuickBooks desktop software.

Corrigo is pleased to be highlighted right now in the Featured Apps listing:  check out our Intuit Field Service Management from the link right inside your QuickBooks!

Intuit Field Service Management works with all U.S. editions and versions of QuickBooks Online, as well as all U.S. editions and versions of QuickBooks Pro, Premier, and Enterprise.

The “IFSM” software and free mobile app are a simple and powerful system helps your installation, service, and repair business go paperless with cloud-based work order scheduling, dispatching, and invoicing.

Intuit Field Service Management is ideal for both residential and commercial service work, and optimized to support HVAC, plumbing, and other field service businesses.  See how Intuit Field Service Management for QuickBooks can help you:

  • Get more work done
  • Get paid faster
  • Do payroll better

 

2 05, 2015

New website: QuickBooks.Corrigo.com for all things Intuit Field Service Management

By | 2017-08-11T16:13:59-08:00 May 2nd, 2015|Getting Started, Mobile, Product Update|0 Comments

Welcome to QuickBooks.Corrigo.com, the new website dedicated to “all things Intuit Field Service Management”, powered by Corrigo!

Intuit Field Service Management is the preferred solution for service, installation, and repair companies using QuickBooks Online and QuickBooks Desktop Pro, Premier, and Enterprise Editions. We even have some businesses using it standalone – not connected to QuickBooks at all.  Typical service industries include, but are not limited to:  HVAC, Heating, Cooling, Plumbing, Mechanical, Electrical, Garage/Overhead Door, Alarms/Security Systems, Audio Visual/Home Entertainment, Pool Service, Office Equipment, Medical Equipment, and more!

QuickBooks.Corrigo.com unifies all of the Free Test Drive Information, Paid Subscription Setup, Training Videos, Local Expert Listings, and our Blog formerly located at FieldServiceSuccess.com – all in one place.  The menu bar at the top of the page organizes content into seven areas – position your mouse over each option to explore, or click to access the full content.

If you are new to Intuit Field Service Management, take a moment with our Tour or Try it Now links to see how we can help your business “get more work done, get paid faster, and do payroll better”!

Whether your technicians use smart phones or tablets, whether they are using Apple devices or Android devices, even if some of them prefer paper work orders and a clipboard, Intuit Field Service Management is the go-to solution designed for your dispatcher and service team with the best integration with QuickBooks for your office team.

For those who are eager to start using their Intuit Field Service Management, we recommend the First Time Users, Ongoing Success, and Support areas. For those who want a customized demonstration and personalized setup, deployment and training assistance — perhaps a data migration from a previous software solution, too — we strongly recommend engaging one of our certified Local Experts who can meet with you in-person or online as you wish.

Our News & Blog link shares posts and updates, as well as research from Corrigo and Intuit, such as our annual research on popular devices for field service technicians. Follow us on Twitter to stay up-to-date with our News & Blog updates.

To commemorate the launch of this new website we have a new video for you!

Taking Signatures and Emailing from the Intuit Field Service Management mobile app