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.
Intuit Field Service Management for QuickBooks is the the ideal work order scheduling and dispatching system for your service team. We created a “word cloud” of key words used when describing “IFSM”.
Which keywords does your company like best about Intuit Field Service Management?
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!
Ready for more? See our complete list of previous and upcoming topics in the Lunch And Learn Webinar series.