We’ve prepared a new short video showing how to calculate who’s been “naughty and nice” on your service team. More specifically, this video shows you how to calculate on-time performance of your service technicians. Happy holidays!
Watch the video: https://quickbooks.corrigo.com/videos/calculating-service-technician-performance/
Intuit Field Service Management customers: It’s time to book your spot for the 2015 Corrigo User Conference: Elevate, March 16-18, 2015. We’ll meet at the fabulous Palms Casino Resort in Las Vegas for three days of learning, networking and exciting product releases.
Service Providers using Intuit Field Service Management will learn how to get more commercial business on the Corrigo Work Order Network, and enjoy lots of networking with Corrigo’s commercial Service Requestors on the Corrigo Work Order Network!
Early bird registration ends on December 31, 2014! Learn more and register today!
#corrigo #books #dispatch #workorder #lasvegas
Intuit has asked customers using Intuit Field Service Management to use a new phone number when calling Intuit Connected Services. The new phone number is 800-450-8475, Option 1, then Option 1. If necessary you may request an “escalation” and service request number for tracking purposes.
If you get stuck, please contact our Corrigo “FSM Support Team” via support@corrigo.com
Ruth King at HVACR Business Management Magazine offers great advice on six actions you must take to increase your maintenance customer base. Offering these preventive maintenance/service agreement contracts to your customers helps customers avoid equipment outages, helps them increase the lifespan of their equipment, and helps you strengthen the relationship with your customers.
Whether your goal is to sell to Commercial or Residential customers, the Preventive Maintenance/Service Agreements add-on module for Intuit Field Service Management will help you and your team deliver on those service contracts and manage billing through our integration with QuickBooks Pro, Premier, and Enterprise Edition.
Map view of pending service agreement visits
Get More Business – This module enables you to set up recurring work orders based on the contract you sell to the customer–intervals of weekly, monthly, seasonally, and just about anything in-between (such as every third Monday at 9:15am) are available. The module also alerts staff about upcoming contract renewals.
You define a list of services that need to be provided as a checklist. You then associate the different pieces of equipment at the customer site to each checklist and service interval. For example, you may perform a “5-point winter checklist” on a roof-top unit annually in the late autumn, and perform a different “10-point spring checklist” on the same unit annually before the start of summer. Your technicians see the appropriate checklist on their Field Service Management mobile app (works on all Android and all Apple devices), as well as equipment attributes. The equipment attributes area is designed to track serial numbers, warranty information, as well as update information regarding pressure readings, equipment conditions, etc. and monitor trends over time.
Scheduling Made Easy – This module auto-creates work orders based on the intervals you define. Work orders with recurring appointment times can be assigned directly to preferred technicians who are most familiar with the customer’s equipment. Work orders can also be created as “to be assigned” and “to be scheduled”, and then viewed as a list (such as by Zip code) and geographically on the map. Your service manager/dispatcher can easily see which service techs are in the area and available–and assign accordingly.
Get Paid Faster – This module allows you to define three different payment methods, all integrated with your QuickBooks. You can collect a fixed amount for each visit (such as $99 for each seasonal check-up), and collect a fixed amount on the next visit. The third option is to have the module rely upon a “memorized transaction” inside QuickBooks, whereby you can provide service on one schedule and invoice for payment on a separate frequency (such as invoice $25 per month throughout the year for the Preventive Maintenance Agreement while providing service quarterly). Also, the module instructs your technicians to apply a discount to the customer invoice (if that is part of the contract). Integration with QuickBooks adjusts your inventory accordingly (such as by technician truck).
Update Your Customers – the Customer Notifications feature within Field Service Management sends a message to your customer regarding their upcoming appointment and keeps them updated throughout the process.
Watch this demonstration to learn more about the Preventive Maintenance/Service Agreement module for Intuit Field Service Management!
Update of 9/15/14: Apple has approved the updated FSM App for release on the Apple App Store and it is available for download! Install the updated FSM app and then you can upgrade to the new iOS8.
(Originally posted 9/3/14): Industry experts anticipate Apple will release the newest operating system for all iPhones and iPads on September 9, 2014. In our test lab Corrigo has identified some issues for our app running on the forthcoming iOS8. The current “version 6.17.12.0” of the Intuit Field Service Management mobile appears to work correctly on iPhone running iOS8 but is having issues on iPads running iOS8. We have submitted a new version of our mobile app to Apple, which we expect to be released by Apple in two weeks.
Corrigo recommends your mobile techs WAIT and install the new IFSM mobile app PRIOR to upgrading to iOS8. Questions? Email support@corrigo.com We will update this article when our IFSM mobile app works on iOS8.
