User Tips

/User Tips
2 12, 2015

Configure Email Address and Alerts Settings

By | 2017-08-11T16:13:56-07:00 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

22 10, 2015

Update Work Order Numbering

By | 2017-08-11T16:13:56-07:00 October 22nd, 2015|getting started, User Tips|0 Comments

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:

  1. Go to Settings/Work Zones and click Edit on the right side
  2. Scroll down to option 5, Work Order Numbering
  3. Choose Custom and click Change
  4. Input the desired starting number and choose the desired number of digits from the drop-down menu. Work Order Numbering detail

 

13 04, 2015

Calculating Service Technician Performance with Intuit Field Service Management for QuickBooks

By | 2015-05-07T12:22:27-07:00 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/