Getting Started

/Getting Started
4 08, 2015

Lunch and Learn Webinar: Using the Android mobile app

By | 2015-08-04T14:30:35-07:00 August 4th, 2015|Android, Getting Started, Lunch and Learn, Mobile|0 Comments

Attend this live, free webinar on Intuit Field Service Management, powered by Corrigo. The August 12th event will cover usage of the IFSM mobile app on an Android device. This session will utilize one of Kyocera’s rugged smart phones for Field Service Technicians. Registrants will receive the link to see the presenter’s screen and the phone teleconference information via email.


  • My Work
  • Appointments
  • Driving Directions
  • Work Order Actions, Photos, Signatures
  • Invoices and Payment Capture, Signatures
  • Email from Mobile App
  • Preventive Maintenance Checklists and Time Card (both Optional Modules)
  • Team Work (Manager Role)

Whether you are new to Intuit Field Service Management, or a seasoned field service technician, we think this free session will provide something new for everyone!

The presentation will last about 20 minutes, followed by about 15 minutes of live Q&A. You will be able to watch on your PC via the GoToMeeting software and listen via a long distance phone call. You will also be able to ask questions. Note: it is called a “Lunch and Learn” because you can learn some cool stuff while you have lunch (bring your own).

Sign up here for the next live Lunch And Learn webinar:

Topic: Lunch and Learn Webinar: Using the Android mobile app – Wed August 12 @ 9AM PT (Noon ET)

2 05, 2015

New website: for all things Intuit Field Service Management

By | 2017-08-11T16:13:59-07:00 May 2nd, 2015|Getting Started, Mobile, Product Update|0 Comments

Welcome to, the new website dedicated to “all things Intuit Field Service Management”, powered by Corrigo!

Intuit Field Service Management is the preferred solution for service, installation, and repair companies using QuickBooks Online and QuickBooks Desktop Pro, Premier, and Enterprise Editions. We even have some businesses using it standalone – not connected to QuickBooks at all.  Typical service industries include, but are not limited to:  HVAC, Heating, Cooling, Plumbing, Mechanical, Electrical, Garage/Overhead Door, Alarms/Security Systems, Audio Visual/Home Entertainment, Pool Service, Office Equipment, Medical Equipment, and more! unifies all of the Free Test Drive Information, Paid Subscription Setup, Training Videos, Local Expert Listings, and our Blog formerly located at – all in one place.  The menu bar at the top of the page organizes content into seven areas – position your mouse over each option to explore, or click to access the full content.

If you are new to Intuit Field Service Management, take a moment with our Tour or Try it Now links to see how we can help your business “get more work done, get paid faster, and do payroll better”!

Whether your technicians use smart phones or tablets, whether they are using Apple devices or Android devices, even if some of them prefer paper work orders and a clipboard, Intuit Field Service Management is the go-to solution designed for your dispatcher and service team with the best integration with QuickBooks for your office team.

For those who are eager to start using their Intuit Field Service Management, we recommend the First Time Users, Ongoing Success, and Support areas. For those who want a customized demonstration and personalized setup, deployment and training assistance — perhaps a data migration from a previous software solution, too — we strongly recommend engaging one of our certified Local Experts who can meet with you in-person or online as you wish.

Our News & Blog link shares posts and updates, as well as research from Corrigo and Intuit, such as our annual research on popular devices for field service technicians. Follow us on Twitter to stay up-to-date with our News & Blog updates.

To commemorate the launch of this new website we have a new video for you!

Taking Signatures and Emailing from the Intuit Field Service Management mobile app

13 04, 2015

Calculating Service Technician Performance with Intuit Field Service Management for QuickBooks

By | 2015-05-07T12:22:27-07:00 April 13th, 2015|Getting Started, Lunch and Learn, User Tips|0 Comments

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:

18 11, 2014

Updated phone number for Intuit Connected Services

By | 2015-05-01T15:39:09-07:00 November 18th, 2014|Getting Started|0 Comments

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

13 10, 2014

Managing Commercial Maintenance Agreements

By | 2017-08-11T16:13:59-07:00 October 13th, 2014|Getting Started, Lunch and Learn|0 Comments

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!