User Tips

/User Tips
8 02, 2017

Team Work on the mobile app

By | 2017-08-11T16:13:56+00:00 February 8th, 2017|Android, iPhone, Mobile, User Tips, Work Order Wednesday|0 Comments

Introducing Corrigo’s monthly tips for users of Intuit Field Service Management! Tips will be posted on our News & Blog link here at http://quickbooks.corrigo.com/news/  We’ll post these “Work Order Wednesday” tips here and alert users through our Digital Dispatch newsletter on the second Wednesday of each month.

Team Work on the mobile app

This month’s topic: Let’s explore 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.

Check out this video to see what’s available in the Team Work area:

Key areas within the Team Work:

  • View Workload by technician
  • Unassigned work orders, Flagged, Waiting For Pick-up, Picked Up, Completed Today, Cancelled Today, On Hold
  • Scope filter by team or dispatch center

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/

22 06, 2016

Understanding Custom Fields

By | 2017-08-11T16:13:56+00:00 June 22nd, 2016|Android, getting started, iPhone, Mobile, User Tips|0 Comments

Based on many years in the service management industry, Corrigo provides the primary fields your business will want to track related to your customers, sites, work orders, and invoices.  When you want to track something unique then you can use either Custom Fields or Equipment Attributes.

When using custom fields, you have the ability to define the type of field and you also have the ability to hide the field from the field techs using the Intuit Field Service Management mobile app (IFSM).

To set up a new custom field:

  1. Log into your IFSM account from the browser and click Settings/Company/Custom Fields
  2. Click Add a New Custom Field
  3. Label your field with a name (such as “Source of call”)
  4. Choose the type of custom field from the drop-down list (see below)
  5. Optionally, choose the length of the custom field (valid only on “String” type)
  6. Click the Add button to add the field

Custom Field choices

 

To create a “drop-down pick list” for the String type custom field:

  1. After creating the custom field you are back a a list of all custom fields.  Click Edit on the right side of the custom field requiring drop-down menu choices
  2. The String type field must have a length of 40 characters or less in order to enable the pick list option
  3. In the Pick List column, click “Add” to add choices.

What the custom fields look like in the browser interface:

Custom Field explanation

click to enlarge

A brief explanation of the different types of custom fields:

  • String = free form numbers and text, with spaces and most special characters.  Also supports drop down pick lists for strings up to 40 characters
  • Integer = whole numbers only
  • Float = numbers with decimals
  • Money = auto-formats to dollars and cents
  • Phone number = formats to reflect a seven-digit phone number and area code
  • Date = month/day/year formatting from a calendar-like interface
  • Time = drop-down list of times
  • Bool = Yes or No radio button

Custom fields can be hidden from your field technicians via the mobile app.  This helpful video shows how to create a custom field and how to hide/show the field from the mobile users.  The following are examples of how custom fields can appear on the mobile application:

Corrigo Pro Manager work order custom field on Verizon Brigadier

click to enlarge

Corrigo Pro Manager work order pick list custom field on Verizon Brigadier

click to enlarge

This covers most of the topics related to Custom Fields inside your Intuit Field Service Management.

The Initial FSM Settings & Configuration page contains a link to our video covering Equipment Attributes.

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