News & Blog: Field Service Management for QuickBooks

/News & Blog: Field Service Management for QuickBooks/
21 08, 2017

Configuring Customer Notifications and Technician Mobile Alerts

By | 2017-08-21T09:30:30+00:00 August 21st, 2017|Android, getting started, iPhone, Mobile, User Tips|0 Comments

This month’s Digital Dispatch article covers how to setup and configure features that increase productivity and streamline communications with your customers and your field technicians.

Intuit Field Service Management (IFSM) helps you get more work done through smart scheduling, real-time dispatching, and IFSM helps you streamline real-time communications between your office workers, your field technicians, and your customers, thereby helping you increase productivity.

  • Customer Notifications keep your customers up-to-date with the status of their work order.
  • Alerts keep your technicians up-to-date with work order appointment changes.

This article is part of Corrigo’s monthly tips for users of Intuit Field Service Management! Tips are posted on our News & Blog link here at http://quickbooks.corrigo.com/news

Customer Notifications

• Inside the IFSM office browser interface, click Settings/Customers/Notifications
• Select any of the nine (9) work order statuses which will cause an notification to occur
• Compose desired text to be included in the email message
• Select which template will be sent as a PDF attachment containing the work order information

Customer Notifications – click for larger view

Questions about Customer Notifications? Call our IFSM Support team @ 800-517-2871

Technician Mobile Alerts

• Inside the office browser interface, click People, select the desired technician, and click Alerts Edit (on the right side beneath the technician Map area)
• Select which type of alerts are desired (email or via pop-up on the IFSM Mobile App)
• Select any of the ten (10) work order types will cause an alert to occur
• Define how to handle if an emergency work order has not been picked up

Technician Mobile Alert – click for larger view

Alert Settings – click for larger view

People Details and Alerts – click for larger view

Support

Questions about mobile alerts? Call our IFSM Support team @ 800-517-2871

If you have questions about how to use Intuit Field Service management, use the Search on this website via the magnifying glass on the upper right of your screen. Articles, videos, and pages related to your search term will appear as green links in the search result. Click on the green link to see the result in full-screen view. You can also call our Corrigo Support team Monday – Friday, 8AM ET to 8PM ET at 800-517-2871.

Corrigo has partnered with local experts providing value-added services for both QuickBooks and Intuit Field Service Management. Our local experts can provide consultative initial setup, configuration for your office and training for your office and your field techs. Our local experts are listed here: http://quickbooks.corrigo.com/local-experts/

15 06, 2017

QuickBooks data integration with Intuit Field Service Management

By | 2017-08-11T16:13:55+00:00 June 15th, 2017|getting started, User Tips|0 Comments

Let’s talk about integration between IFSM and QuickBooks, and beyond!

This article describes built-in integration via the Corrigo Integration Client, as well as how to import information that is not part of our built-in integration.  Lastly, this article touches upon reporting and data exporting out of IFSM.

When you purchase your Intuit Field Service Management (“IFSM”) subscription, Corrigo provides you with a new database.  Next you’ll log in, access the Settings area, and configure the system (your company logo, hours of operations, technician skills, teams, services and categories, etc.).  Then you activate the integration between IFSM and your QuickBooks via our Corrigo Integration Client (IFSM integrates with supported  U.S. versions of QuickBooks Online, and supported U.S. versions of QuickBooks Desktop Pro, Premier, or Enterprise).

What data integrates between IFSM and QB?

  1. Active customer list in QB will sync to IFSM.
  2. Active item list in QB will sync to IFSM.
  3. As you make new customers or invoices or time card records in IFSM, these will sync into QB. Invoices syncing from IFSM into QB containing inventory items will decrement those inventory items accordingly inside your QB.
  4. Sales orders and invoices you create inside QB will never appear in IFSM. If you want a work order or invoice to appear in IFSM you must make it in IFSM and sync the invoice to QB if you want the invoice to appear in both databases.
  5. As part of IFSM’s integration with QB Merchant Services “Web Store”, payments taken inside the IFSM itself will sync “hand in hand” with the IFSM invoice into QB such that the invoice inside QB will show “Paid” without additional effort. However, IFSM payments taken outside of the IFSM (Square, Go Payment, etc.) will need to be manually associated with the appropriate invoice inside QB.

Importing Data or Work Order history into Intuit Field Service Management

Sometimes new IFSM customers were using a competing work order software package prior to their IFSM and want only some of the prior work order history and customer equipment list to appear inside IFSM. This is typically accomplished by enabling and creating back dated work orders.  There is no fee to make back dated work orders (only your own time and effort).

Sometimes new IFSM customers were using a competing work order software package prior to their IFSM and they want all of this work order history, as well as customer equipment list and attributes, to appear inside IFSM so all of the information is in one place. This is possible by hiring a professional services firm to use the SOAP language and the Corrigo web services API to push data into IFSM.

Sometimes new IFSM customers were using invoices in QB as “work orders” prior to their IFSM and they want these invoices in QB to somehow appear inside IFSM as work orders.  This is possible by hiring a professional services firm to use the SOAP language and the Corrigo web services API to push data into IFSM.

Exporting data out of Intuit Field Service Management

Sometimes IFSM customers wish to export data from IFSM.   This can usually be accomplished by creating a report inside IFSM.  Once you run your report you can save the output in the desired file format (XLS, CSV, XML, PDF…).

If you require the data in a very specific data format (often called an EDI), this can be accomplished by hiring a professional services firm to use the SOAP language and the Corrigo web services API to export data out of IFSM in the file format you require — and even push this data into another system.

Additional Resources

Additional questions related to data export should be directed to Corrigo Support.  Our Support team will assist, as well as introduce you to a professional services firm to use the SOAP language and the Corrigo web services API to help you achieve your data import/export goals.

13 06, 2017

Editing Work Order Assignments via the Mobile App

By | 2017-08-11T16:13:55+00:00 June 13th, 2017|Android, getting started, iPhone, Lunch and Learn, Mobile, User Tips, Work Order Wednesday|0 Comments

This article is part of Corrigo’s monthly tips for users of Intuit Field Service Management! Tips are posted on our News & Blog link here at http://quickbooks.corrigo.com/news

Assigning and Editing Work Order assignments via the mobile app

This month’s topic: Let’s take a closer look at the Team Work area of the technician’s mobile app. This area is where your field supervisors can view and manipulate work via the mobile app. Keep in mind that the Team Work menu choice is available to mobile login users with the following roles: field supervisor, manager, dispatcher.

  • For Apple device users, access the Team Work area of the Intuit Field Service Management mobile app, you will click on the “box with arrow” graphic in the lower right of the My Work screen.
  • For Android device users, access the Team Work area of the Intuit Field Service Management mobile app, it depends. You will either click on the “three dots” graphic in the upper right of the My Work screen, or you will press the Menu button on the phone itself.

Inside the “Team Work” area of the Intuit Field Service Management mobile app you can:

  • View workload (name of each technician and number of work orders)
  • View Unassigned work orders
  • Assign the Unassigned work orders
  • View “Needs Acceptance” work orders (coming in from the Corrigo Work Order Network)
  • View Flagged, Waiting For Pick Up, Picked Up, Completed Today, Cancelled Today, and On Hold work orders
  • Define Scope by service teams or dispatch centers

If you have questions about how to use Intuit Field Service management, try doing a Search on this website via the magnifying glass on the upper right of your screen. Articles, videos, and pages related to your search term will appear as green links in the search result. Click on the green link to see the result in full-screen view. You can also call our Corrigo Support team Monday – Friday, 8AM ET to 8PM ET at 800-517-2871.

Corrigo has partnered with local experts providing value-added services for both QuickBooks and Intuit Field Service Management. Our local experts can provide consultative initial setup, configuration for your office and training for your office and your field techs. Our local experts are listed here: http://quickbooks.corrigo.com/local-experts/

26 05, 2017

Updated Phone Number

By | 2017-05-26T14:43:36+00:00 May 26th, 2017|Uncategorized|0 Comments

There’s a new phone number available for Intuit Field Service Management sales!  If you are not already working with an Intuit Reseller or Intuit account manager and are ready to buy IFSM or add more users to your existing IFSM, please use this new dedicated toll-free number:  844-832-2901 and press “1” for Sales.

For technical support, to reduce users, or to suspend your subscription, please refer to our Support page.

18 05, 2017

Schedule Recurring Preventative Maintenance with the Corrigo Service Agreement module for Intuit Field Service Management

By | 2017-08-11T16:13:56+00:00 May 18th, 2017|Android, getting started, iPhone, Mobile, Work Order Wednesday|0 Comments

Keep your customer equipment in optimal condition and keep your customers happy!

The Intuit Field Service Management (IFSM) add-on Service Agreement Module provides an excellent way to proactively provide preventative maintenance and service agreement work on your customers’ equipment.  If you are tired of XLS files and yellow sticky notes, you should consider adding the Service Agreement Module to your IFSM software subscription.  This module makes life so much easier for your office, your field techs, and your accounting department! And your customers are happy because you catch and proactively fix their equipment.

This article is part of Corrigo’s monthly tips for users of Intuit Field Service Management!  Tips are posted on our News & Blog link here at http://quickbooks.corrigo.com/news

Benefits of adding the Service Agreement Module

  • Capture and access Preventative Maintenance (PM) contract terms such as: equipment information, service intervals, billing, and customer discount details in one system to ensure that the contract is easily fulfilled.
  • Preventative Maintenance work orders (PMs) are auto-created
  • PMs can be auto-assigned to a preferred technician, or left for assignment later based on availability, location, and required skills.
  • Prepare and schedule PM visits proactively for optimal efficiency and quicker turn-around so that even slow times are profitable.
  • Captures time stamps and GPS locations of work order actions.

Service Agreement module mobile app highlights from Intuit Field Service Management

Questions about the Service Agreement module?  Give us a call!

Mike Simons 520-901-2527
Cheryl McElrath 214-838-3668

See pricing for this optional module.

Additional reports are available for customers with the Service Agreement module.

If you have questions about how to use Intuit Field Service management, try doing a Search on this website via the magnifying glass on the upper right of your screen. Articles, videos, and pages related to your search term will appear as green links in the search result. Click on the green link to see the result in full-screen view. You can also call our Corrigo Support team Monday – Friday, 8AM ET to 8PM ET at 800-517-2871.