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I want to subscribe to Intuit Field Service Management, powered by Corrigo (billing by Intuit) For all U.S. Versions of QuickBooks:
Call Intuit Sales 844-832-2901 or call your Intuit Reseller.
Unable to login to website Please login via QuickBooks.Corrigo.com

Contact Corrigo Tech Support 800-517-2871 or support@corrigo.com to get access your subscription.

Questions about Installing, Configuring, or Running the Corrigo Integration Client sync tool between IFSM and QB Contact Corrigo Tech Support 800-517-2871 or support@corrigo.com

Note: If you are going to use “QuickBooks Hosted by Right Networks” with your paid subscription of Intuit Field Service Management, you will need to have Right Networks install the “FSM Integration Client” for you.

Contact your Right Networks Account Services team at 603-324-0446 for pricing information or email support@rightnetworks.com to request installation of the “FSM Integration Client” on your behalf.

Once Right Networks has installed the “FSM Integration Client” you will access it inside your QuickBooks Administrator login via the File/Intuit Field Service Management option.

I have general how-to questions about IFSM Contact Bianca Molina biancam@corrigo.com or your Intuit Reseller.
I would like someone to walk me through the setup & configuration and train my team Corrigo has local experts who can come on-site or work with you in an online screen-sharing environment. Find a Local Expert
I want to increase IFSM users (billing by Intuit) Speak with your Intuit Sales rep at 844-832-2901, or contact your Intuit Reseller.
I want to add Time Card or Service Agreement module (billing by Corrigo) Speak with Corrigo’s IFSM team. Email intuitorders@corrigo.com with your request.
Getting a status message about “subscription no longer active” Payment default message: “Per Intuit, your Field Service Management subscription is no longer active.”

Likely the credit card needs to be updated and then your IFSM subscription needs to be un-suspended. Call Intuit Sales 844-832-2901.

I want to decrease users or cancel Intuit billing First, delete un-needed user(s) from your People tab.  Second, email Intuitorders@corrigo.com and Corrigo will instruct Intuit accordingly.  Intuit billing must match the number of active users in the People tab.
I want to decrease Corrigo module billing or cancel Corrigo billing Corrigo handles Corrigo billing. Email accounting@corrigo.com
Not listed above Contact Corrigo Pro Specialist team @ 800-517-2629

To buy FSM for the first time please call Intuit Sales at 866-379-6635. If you are working with one of Intuit’s Local Experts, please contact your Local Expert.

Pricing for Field Service Management, billed by Intuit:

Number of Users1 Price per User
1-10 $35 per user per month
11-40 $31 per user per month
41-101 $28 per user per month

Pricing for optional Time Card Add-On module, billed directly by Corrigo:

Number of Users2 Price per User
1-10 $15 per user per month
11-40 $13.33 per user per month
41-101 $12.08 per user per month

Pricing for optional Preventive Maintenance/Service Agreement Add-On module, billed directly by Corrigo:

Number of Users3 Price per User
1-10 $15 per user per month
11-40 $13.33 per user per month
41-101 $12.08 per user per month

Important pricing terms, offer details and disclosures

  1. QuickBooks Full Service Plan Members receive a $35 per month discount on their subscription to Intuit Field Service Management.
  2. The number of users required for the Time Card module is equal to the number of paid users you have for Field Service Management. Add the Time Card module
  3. The number of users required for the Preventive Maintenance / Service Agreement module is equal to the number of paid users you have for Field Service Management.  Add the Service Agreement module

Most Intuit Field Service Management subscribers take advantage of the real-time dispatch and the Appointment list on our mobile app running on the service technician’s smart phone or tablet.

However, some service companies want their techs to only know about the current work order, and the techs should not see any future appointments.

This document explains “one at a time dispatch” for Office/Service Manager/Dispatcher users.  One At A Time Dispatch

The Intuit Field Service Management FREE Mobile App works on Android and Apple smartphones and tablet devices.

For the complete story, download the latest Intuit Recommended Devices (PDF). This document goes into detail about device selection, printing in the field, and much more.

This diagram shows specific features which work (or don’t) on specific platforms:

Features

Apple devices with Cellular data connection using our Mobile App

Android devices with Cellular data connection using our Mobile App

Windows Desktop, Laptop, or Netbook via Browser

 

Receive work order alerts via email or mobile app X X X
Process work orders X X X
Process Service Agreement work orders (add-on) X X X
Capture time for payroll (add-on) X X X
View work order details X X X
View and add text notes X X X
View and add photo notes X X X
Driving directions (link to device maps app) X X
Price up invoice X X X
Capture electronic signatures (work order, invoice) X X
See work orders where I am a helper X X X
See and manage work assigned to others (team work) X X X
Reassign work orders X X X
Search for work orders X X X
Create a copy of a work order X X X
Create a new customer X X X
Action-based time stamps X X X
Action-based GPS with time stamps X X
GPS Fix on defined time intervals X X
Additional desktop features by role X

 

 

Your field techs do not access QuickBooks itself through IFSM. They use the FREE FSM mobile app designed to be easy-to-use for field technicians.

  • On the mobile app, your field techs get:
    • An appointment list showing where to go next and what needs to be done there.
    • Google Map links for driving directions
    • Prior site service history
    • Equipment lists with attributes and service history
    • Ability to create invoices, take payments and capture signatures
    • Ability to add photos for future reference, right on the work order
    • Within each work order, your tech also clicks a button to update status (picked up new work order, en route to job, started, completed…)
    • Much more!

It doesn’t take long before paper, and paperwork delays, are a thing of the past.

  • Your office workers create, schedule, and dispatch work orders anytime, anyplace, on their computers through the FSM application.
    • They log into FSM through a web browser.
    • As your techs update each work order, the information they create will be immediately visible to your office staff!
    • Your same folks who have access to QuickBooks today will be the only people who can access QuickBooks after FSM is installed.

With the Intuit Field Service Management app installed on your field technicians’ smart phones and tablets, your techs will be able to help your business get more work done, get paid faster, and streamline payroll processing! Try It Now

As you add more users, your pricing per user goes down! Here’s a handy pricing reference showing how per-user pricing changes as you add users.

If you are working with one of Intuit’s Local Experts, please contact your Local Expert.  Otherwise, call Intuit Sales @ 877-408-3356 to add or remove Field Service Management users. Note: to add more users, instruct the Intuit sales rep to modify your existing subscription (not create a separate subscription).  If you have any difficulty contact Bianca Molina.

After Intuit has modified your subscription, follow these steps to Update User Count on the Corrigo server.

 

Be prepared!  If you would like to plan ahead, we recommend that you design a custom report and save it in XLS or PDF format to your hard drive, Dropbox, or email. Such reports often include customer, phone number, problem, primary technician, appointment times.

There may be times when the FSM application has to go offline for scheduled or unscheduled maintenance. Generally, you will not be able to access the FSM application until the maintenance is complete.

If you’re having trouble accessing the FSM app, but CAN reach other websites on the internet:

  1. Visit http://workplace.intuit.com.
  2. Are you able to log into Intuit AppCenter?
    • If YES, then you should be able to access your Intuit Field Service Management application.
    • If NO, you can’t log in at all, call Intuit Connected Services @ 800-450-8475, Option 1 then Option 1.
    • If YES, but the “FSM icon” has suddenly gone missing from your AppCenter site, the credit card attached to your monthly subscription was declined. A call to Intuit Sales @ 877-408-3356 will remedy the situation.
  3. If you successfully log in, but you’re having issues inside the Intuit Field Service Management application or mobile app, contact the IFSM Support Team.
  4. Here is a handy list of contacts for Emergencies you can print and save “just in case”.

 

  1. Log into IFSM from any PC browser as the Admin, Manager, Dispatcher, or Technician.
  2. 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.
  3. Design a custom report showing key data (customer, phone, problem, tech, appointment) and save it to your hard drive in PDF or Excel XLS format as a “just in case” backup/reference resource.

If you are surprised by an Internet outage…find a location where the Internet is working and follow the steps above.

Keep in mind that it’s quite possible for your field technicians to use the software even if your Internet is down at your office.

The optional Time Card and Service Agreement modules are sold by Corrigo, the maker of Intuit Field Service Management. Let us know you’re interested, and we’ll get you set up!
These are the folks who will handle your request, and they will welcome your call:

  • If working with one of Intuit’s resellers or ProAdvisors: Cheryl McElrath, 214-838-3668.
  • If not: Bianca Molina, 520-901-2772.

Or, “How do I reinstall the Integration Utility on my new PC?

Contact Support: Before moving the QuickBooks desktop software or QuickBooks company file to a new PC, speak with our Level Two FSM Technical Support team.

Once you have successfully integrated the FSM with the QB, you should never have to re-run the first-time FSM Sync.

When you move the FSM sync correctly, you will save time and not be forced to re-run the first-time sync on your new computer. Let us help!

Inside your Field Service Management app, there are two different ways for the office to know where the technicians are located. In both scenarios, the technician is a Login user with the Field Service Management mobile app installed on a supported smart phone or tablet device.  This article shows what the service manager and dispatcher can see location of the field service techs.

  1. (most common) Action based GPS location of field tech.
    1. When a tech makes changes to a Work Order, their location is displayed on both the Dispatch Board as well as the map tab of our Smart Scheduling Screen.
    2. This shows you where your techs were when Actions occur on a Work Order (pick up, en-route, start, complete, pause, on hold).
    3. The GPS dots should be on top of the customer address on the map. If not, the tech was somewhere other than the customer site when the action was documented.
  2. Time based GPS tracking
    • The FSM mobile app tracks techs throughout the day based on an interval you define.

Here’s the complete story: How to Set Up/Modify GPS Tracking in IFSM

Internet access is pretty much everywhere, but sometimes your field techs may find themselves in an area where they are unable to access a data connection. For example, a remote or mountainous region, or down in the basement of a building.

Often the tech can piggy-back on the customer’s own internet connection or wi-fi. But if that is not available or allowed, what can your field techs do in the app when no data connection is present and they are working offline? (One must also ask: if no data connection is present, is there any phone access either?)

The bottom line: The FSM mobile app caches the appointment list and work order details. Any work order edits or updates entered into the mobile app are stored with the time stamp until the device regains internet access.

Most Popular Mobile App Functions

Online

Offline

Access Appointment List X X
See Work Order Details & Contact Info X X
Lookup Customers X
Create new Work Order X
Create new Customer X
Driving Directions X
Customer Site & Equipment Service History X X
Capture Signature X X
Capture Action-based Time Stamps X X
Track Action-based GPS info X
Capture Photo Notes X X
Capture Work Done Description X X
Create Invoice or Estimate (Services & Inventory) X
Capture Payment X
Email completed Work Orders X X
Email completed Invoices X X

 

With the Intuit Field Service Management app installed on your field technicians’ smart phones and tablets, your techs will be able to help your business get more work done, get paid faster, and streamline payroll processing!

Selected videos showing what your field service technicians can do in the field on the Intuit Field Service Management mobile app:

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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”. Integrated credit card payments can be accepted by direct entry (typing the number).

“Integrated credit card payments” 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.
  • 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 this 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.

Keep in mind that Intuit also offers a different mobile payment system called GoPayments (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 “non-integrated payment”.

  • If you use “non-integrated” payment systems: At this time, the GoPayments and Square solutions integrate with QuickBooks directly, but their 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 non-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 July 2015)

If IFSM isn’t working for you, please call our Support team or a Local Expert for help before you decide to cancel. Help is available to make sure that the product is configured correctly and working as designed.

Should you decide to cancel, please delete any un-needed users from your People tab.  Email Intuitorders@corrigo.com and Corrigo will instruct Intuit accordingly.