User Tips

/User Tips
4 11, 2012

Getting started resources roundup!

By | 2017-08-11T16:14:00+00:00 November 4th, 2012|getting started, User Tips|0 Comments

Welcome!

If you’re thinking about purchasing Intuit Field Service Management and want to know what it’s all about, Take a Tour and check out the product.

If you’ve just purchased Intuit Field Service Management and are ready to start setting it up, visit our section for First Time Users.

If you’re an Intuit Field Service Management user looking for best practices, tips, and answers to more advanced questions, check out Ongoing Success and the Support FAQs. You can also search the User Tips section on this blog.

 

 

29 10, 2012

Prepare for internet outages at your business.

By | 2017-08-11T16:14:00+00:00 October 29th, 2012|getting started, User Tips|1 Comment

In light of Hurricane Sandy and potential internet outages on the East Coast, we’ve put together a short list of things you can do to prepare for an internet outage at your business.

  1. Log into IFSM from any PC browser as the Admin, Manager, Dispatcher, or Technician and click the “Printer Friendly” button on the Work Orders screen for your Pending, or Unassigned, or Unscheduled work orders.  This provides you with a starting point of “what is already on your calendar” before any interruption in internet service.
  2. Our Support FAQs also contain a list of items related to emergency preparedness.
17 08, 2012

Credit card processing in the field & integration with QuickBooks Merchant Services

By | 2018-04-09T10:58:17+00:00 August 17th, 2012|getting started, Mobile, User Tips|1 Comment

As shown in our weekly webinar and in our videos on Vimeo, Intuit Field Service Management comes with seamless integration to “QuickBooks Merchant Services with Web Store”.

There are two ways to take payment in the field:  Fully-integrated, and Partial Integration.

“Fully Integrated Payment Option” means:

  • Your tech uses the IFSM mobile app to prepare the invoice and to process the payment, and
  • The IFSM invoice synchronizes into QuickBooks with the Paid Stamp.
  • Fully Integrated credit card payments are accepted by direct manual entry inside the IFSM mobile app.
  • If the payment was not taken in the field then your office will process the payment.  Your office users can type in the credit card information through the IFSM web interface, process the payment, and the Invoice will sync into QB with the Paid Stamp.

Ready to get the full-integration feature activated for your team?

  1. Your office manager/admin logs into his or her IFSM account.
  2. Click on the Settings tab on the right hand side.
  3. Click Financial.
  4. Click QBMS Integration.
  5. Intuit will need to provide you with a connection ticket so IFSM has authorization to integrate with your QBMS.  To get your “QuickBooks Merchant Services Web Store” and your Connection Ticket, call Intuit QBMS at 877-212-6771.
  6. Follow this QBMS Integration Guide to setup the integration.

Please note:  the integrated invoice+payment occurs only with the IFSM and QuickBooks Merchant Services + Web Store.

“Partial Integration Option” means:

Keep in mind that Intuit also offers a different mobile payment system called GoPayment (GoPay).  GoPay (as well as Square) are applications that run separately from the IFSM mobile app.  Payments by credit card swiper (GoPayment, Square, etc.) are examples of “partially-integrated payment”.

  • Partial Integrated credit card payments are accepted by chip reader and card swipe and are taken outside of the IFSM mobile app.
  • If you use “partially-integrated” payment systems: At this time, the GoPayments and Square solutions integrate with QuickBooks directly, but their chip-readers and swipers won’t receive data from Corrigo’s IFSM app.  If you make an invoice using IFSM but aren’t using the correct QBMS+Web Store system, but instead you take a payment via GoPay/Square….the approved invoice will later sync from IFSM into QB as “account receivable” and you’ll need to manually relate the GoPay/Square monies with the Invoice inside QB.
  • IFSM customers using partially-integrated payment systems (GoPayment, Square, etc.) will benefit from a lower “transaction fee” (as compared to the manually-entered rate) and won’t need to manually enter credit cards in the field.  The trade-off is the invoices in QB must be manually associated with the payments in order to get the Paid Stamp to appear on each invoice.

Updated March 2018