News & Blog

303, 2017

Reporting in Intuit Field Service Management

By |March 3rd, 2017|getting started, User Tips, Work Order Wednesday|0 Comments

Using Reports in Intuit Field Service Management

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

This month’s topic:  Reporting in Intuit Field Service Management.  Reports are especially valuable to help your business understand key performance metrics, satisfaction indicators, and more!

Check out this video to learn more about reports in Intuit Field Service Management:


This short tutorial covers the following topics:

  • Dashboard report
  • List style “revenue by technician” report
  • Matrix style “revenue by technician” report

Additional reports are available for customers with the Service Agreement and/or Time Card 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.

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/

802, 2017

Team Work on the mobile app

By |February 8th, 2017|Android, iPhone, Mobile, User Tips, Work Order Wednesday|0 Comments

Introducing Corrigo’s monthly tips for users of Intuit Field Service Management! Tips will be posted on our News & Blog link here at http://quickbooks.corrigo.com/news/  We’ll post these “Work Order Wednesday” tips here and alert users through our Digital Dispatch newsletter on the second Wednesday of each month.

Team Work on the mobile app

This month’s topic: Let’s explore 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.

Check out this video to see what’s available in the Team Work area:

Key areas within the Team Work:

  • View Workload by technician
  • Unassigned work orders, Flagged, Waiting For Pick-up, Picked Up, Completed Today, Cancelled Today, On Hold
  • Scope filter by team or dispatch center

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/

1412, 2016

Happy Holidays from Corrigo

By |December 14th, 2016|Uncategorized|0 Comments

The Corrigo and Intuit Field Service Management wish you lots of family, fun, and food! Thank you for your business in 2016, and best wishes for a happy holiday season!

Holiday hours for December 2016 – Corrigo Sales & Support will be closed:

  • December 23 & 26, back in the office on December 27th
  • December 30, back in the office on January 3rd

 

2309, 2016

QuickBooks v17- We’re in the App Center

By |September 23rd, 2016|Product Update|0 Comments

There are many enhancements to the new QuickBooks version 17: reports, searches, performance improvements, and more!

One exciting enhancement is the new App Center link at the top menu bar inside QuickBooks desktop software.

Corrigo is pleased to be highlighted right now in the Featured Apps listing:  check out our Intuit Field Service Management from the link right inside your QuickBooks!

Intuit Field Service Management works with all U.S. editions and versions of QuickBooks Online, as well as all U.S. editions and versions of QuickBooks Pro, Premier, and Enterprise.

The “IFSM” software and free mobile app are a simple and powerful system helps your installation, service, and repair business go paperless with cloud-based work order scheduling, dispatching, and invoicing.

Intuit Field Service Management is ideal for both residential and commercial service work, and optimized to support HVAC, plumbing, and other field service businesses.  See how Intuit Field Service Management for QuickBooks can help you:

  • Get more work done
  • Get paid faster
  • Do payroll better

 

1708, 2016

QuickBooks Connect 2016 in San Jose

By |August 17th, 2016|Conferences|0 Comments

Meet Corrigo!

It was great to meet many of our Intuit Field Service Management customers last year at “QBConnect”!  This is an annual event for all things QuickBooks — for customers, prospective customers, Pro Advisors, and Intuit Resellers and partners.   Corrigo had a booth last year and we’ll have a booth again at this year’s event October 24-26 2016 in San Jose, CA.

Featured speakers for October 2016 QuickBooks Connect are:  Saquille O’Neal, Malcolm Gladwell, and Tony Hawk. You can save $150 on tickets to attend by registering online with this promotion code: QBC16CONNECT

What is it like to attend QuickBooks Connect?

It’s exciting!  Lots to learn!  Great opportunities to meet with peers, customers, prospective customers!  Very compelling speakers and live entertainment!

Keeping in line with Corrigo’s focus on the service industry, our team was wearing “safety orange” logo shirts – you couldn’t miss us last year!

Cheryl and Mike2

It was at the October 2015 that many of us were first introduced to Death Wish Coffee, winner of the “Small Business Big Game” competition for a 30-second TV commercial during the biggest-football-game-of-the-year the name of which can’t be used without permission of the NFL itself.  Death Wish Coffee had a really great advertisement and it has been great to see how well their business has done in the first six months following their commercial: check out the Death Wish Coffee Half-Time Report.

We enjoyed a very energetic and inspirational opening session with Sekou Andrews/Poetic Voice and Entrepreneur.  Sekou did a great job capturing the many roles and challenges small businesses owners face each day and energized the audience for the event.

Oprah Winfrey was the keynote speaker who spoke from the heart about intention, energy, brand, and so much more.  Speakers included Bill Rancic/The Apprentice, Jessica Alba & Brian Lee/The Honest Company, Brad Smith/CEO of Intuit, Scott Cook/Founder of Intuit, and Robert Herjavec/Shark Tank. In case you missed the live 2015 event, Intuit has posted most of the speakers’ videos online, here: https://www.youtube.com/playlist?list=PLVxBmyedTVhQyNtMuifv5mxAT4UT0qfck

Attendees were very excited by GetCru, powered by Corrigo! GetCru is the easiest way for your customers to reach you to request service, repair, and installation. GetCru is the easiest way for your techs to turn customer conversations into Work Orders inside Intuit Field Service Management (or embed link from any other work order system you might be using).  GetCru is free for service providers and free for your customers!

Corrigo apps screenshot

See you at QuickBooks Connect 2016!