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:
This month’s Digital Dispatch article covers how your techs can use the Intuit Field Service Management mobile app to access driving directions from their current location to the service address, take a customer signature in the field, and more.
Intuit Field Service Management (IFSM) helps you get more work done through smart scheduling of the right technician for the job, real-time dispatching, and IFSM helps your techs make smart decisions out in the field regarding servicing or replacing customer equipment, and more!
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 https://quickbooks.corrigo.com/news
• Inside the mobile application, click on “Service Address”
• The IFSM mobile app launches the default mapping app
• The mapping app shows your current location and how to get to the service address
Click to view video showing driving directions on the IFSM mobile app
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: https://quickbooks.corrigo.com/local-experts/
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 https://quickbooks.corrigo.com/news
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.
Inside the “Team Work” area of the Intuit Field Service Management mobile app you can:
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: https://quickbooks.corrigo.com/local-experts/
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 https://quickbooks.corrigo.com/news/
Benefits of adding the Service Agreement Module
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.
The Intuit Field Service Management (IFSM) add-on Time Card Module provides an excellent way to capture time for your technicians in the field. If you are tired of handwritten time sheets that are almost impossible to decipher and quite often turned in late, you should consider adding the Time Card Module to your IFSM software subscription. Not only will you be able to see the techs time sheet at any time during the payroll period but, you can also view a map with the location of the tech as entries are made against a work order on their mobile device.
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 https://quickbooks.corrigo.com/news
The mobile Time Card app works on all Android and Apple devices (phones and tablets). See the mobile Time Card module in action:
Questions about the Time Card module? Give us a call!
Mike Simons 520-901-2527
Cheryl McElrath 214-838-3668
See pricing for this optional module. Note: the Time Card module integrates with QuickBooks Desktop Pro/Premier/Enterprise. The module does not integrate with QuickBooks Online.
Additional reports are available for customers with the 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: https://quickbooks.corrigo.com/local-experts/
