Many businesses start their subscription to Intuit Field Service Management with only one login user. When you log into Intuit Field Service Management as the Manager/Dispatcher, you need to make a few changes in order to see yourself on the Dispatch board and to be able to log into the mobile app in the field.
This PDF covers the following topics:
Use the Intuit Field Service Management mobile app to update the work order and document work done, capture equipment serviced, photos, and customer signature. If desired, prepare your invoice in the field using the IFSM mobile app. Make note of the invoice total and switch over to your mobile payment app (Go Payment, Square, etc.) to process the payment. The IFSM invoice will sync into QuickBooks as an open invoice. Use the “apply credits” function in QuickBooks to apply the payment to the invoice.
Connection tickets are no longer being issued by QuickBooks Merchant Services. Thus, Intuit Field Service Management integrates with QuickBooks itself, but IFSM is used without integration to QBMS or any other mobile payment platforms (Go Payment, Square, etc.).
Workflow Tips:
On November 12, 2019, Intuit will disable a legacy version of the payments API which Field Service Management has used for several years. A new version of the API is available to developers and Corrigo has updated payment processing features in Field Service Management to utilize it.
If you use QBMS or Intuit Payments features in Field Service Management, you must take action on or before November 12 to ensure there is no interruption in your ability to take payments from your customers.
Follow the steps below to connect Field Service Management to your Intuit Payments account.
If you encounter errors during the login or connection ticket process on the Intuit Payment Solutions site, you may need to contact Intuit Payments support at 800-348-0254 or visit the Payments site at https://quickbooks.intuit.com/payments/ and click the Support.
Tracking inventory usage by your field service team is easy with Intuit Field Service Management, powered by Corrigo! “IFSM helps your field service business get more work done, get paid faster, and streamline payroll processing. When looking at increasing productivity and improving cash flow, the “IFSM” enables your service technicians to document their work in several ways that help you track and manage inventory for your business inside QuickBooks.
Summary: QuickBooks tracks how much inventory you have. All versions of QuickBooks do this. Further, QB Enterprise Platinum tracks inventory on each technician’s truck – as well as your warehouse.
When you approve an IFSM invoice and that invoice syncs into QB…the synchronization process updates the inventory levels inside QuickBooks , regardless of version. If you have QB Platinum we also deduct inventory from the appropriate truck.
First, your field service technicians can dictate the description of work done into the “work done description”. This is basically the same information the tech would have hand-written onto the paperwork if he was not accessing IFSM via the mobile app.
Activating the microphone, the tech can say “Replaced two twenty by twenty-five Honeywell air filters”, which will then appear on the documented work order. We demonstrate this voice-to-text feature in our videos.
Second, your field service technicians can prepare a mobile invoice inside the IFSM app, specifically selecting parts and services from a list. When creating the invoice your field service team is working from a synchronized copy of the “Item List” in QuickBooks. Any inventory parts, non-inventory parts, group items, and services in QB are synchronized with IFSM so your office workers and your field technicians can prepare accurate invoices.
For example, when your field technician uses the mobile invoice area on the IFSM app, he can search for “air filter” and select the appropriate air filter from the search results, i.e., “20 x 25 Honeywell” air filter”. The tech is simply documenting the item and modifies the quantity.
Field service companies frequently find themselves asking “do I need to re-stock inventory?” You can answer this question two ways:
Most of our IFSM customers prefer #2, and manage inventory inside QuickBooks. Inside your QuickBooks you can look at your reports, as well as the Products and Services screen, to see your inventory levels. Here you can see several inventory parts with “filter” in the description, with their remaining quantity, re-order points, and more.
Often an HVAC company will want to know who is running low on “20 x 25 x 1 Honeywell” air filters. By looking at the standard QB inventory reports you can see how many items you have for each inventory item.
If you want to see exactly where each inventory item is located you’ll need QuickBooks Enterprise Platinum Edition to configure and track inventory in multiple locations. Formerly called Advanced Inventory, QuickBooks Enterprise Platinum Edition allows you to map each service technician truck to a unique inventory location inside QuickBooks.
With Platinum Edition, when you receive new inventory you use QuickBooks to add it to the warehouse. As you provide inventory to your service techs you use QuickBooks to track the transfer from warehouse to Chuck’s Truck. When the invoice syncs from IFSM into QuickBooks, Chuck’s Truck will decrement inventory accordingly based upon the inventory items on his invoices.
Watch how the IFSM updates the inventory inside QBES Platinum Edition during the synchronization process.
Each year, thousands of businesses attend the QuickBooks Connect conference in San Jose, CA. This is a great event with inspirational speakers, presentations on how to grow your business, and an exhibit hall with lots of exciting new products.
Corrigo provides the most trusted mobile work order management platform for field service management through its CorrigoPro products, that help your service business get more work done, get paid faster, and do payroll better with QuickBooks integration.
Corrigo’s booth will showcase the Intuit Field Service Management software for QuickBooks Online, Pro, Premier, and Enterprise. We look forward to seeing you in San Jose!
QuickBooks Connect 2018 Dates: November 5-7, 2018
