Initial FSM Settings & Configuration

Initial FSM Settings & Configuration 2017-08-11T16:13:55+00:00

Once you are logged into Intuit Field Service Management, you’ll be able to start configuring the system to your business.

You can modify terminology, set up teams, invite more users, configure equipment and attributes, and more. In fact, many of these Settings can be changed even before you’ve connected your FSM to your QuickBooks file.

Field Service Management Settings and Configuration

  • Single user setup:  if desired, optimize for single-login subscriptions (enable mobile login access, enable self-assignment of work orders)
  • Upload your logo, configure your terminology, and more
  • Configure Equipment and Attributes

Dispatch:

Invoicing and Payments:

Reports and Custom Fields: