Create New Customers In The Field

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Create New Customers In The Field

This video shows how your field service technician can create a new customer in the field via the Intuit Field Service Management mobile app.

Typically your office dispatcher or your QuickBooks user(s) create new customers.  However, sometimes your field service techs may need to create a new customer in the field.  Once the customer is created the tech can proceed with the “work order wizard” to capture the problem and assign the work order to himself/herself.  (Note:  the Field Supervisor role can use the mobile app “Team Work” menu area to re-assign team work.)

More videos for your field techs on our Best Practices page.

 

By | 2017-08-11T16:13:59+00:00 August 25th, 2015|Android, getting started, iPhone, Mobile|0 Comments