Getting Started

/Getting Started
28 07, 2014

Updated Field Service Management video library

By | 2017-08-11T16:13:59-07:00 July 28th, 2014|Android, Getting Started, iPhone, Lunch and Learn, Mobile, Product Update|0 Comments

We’re very excited to report the demonstration videos and training videos for Intuit Field Service Management are now hosted on our own Vimeo site!

You can access the complete list or you can access “albums” containing videos covering particular topics based on phases customers encounter while deploying Field Service Management.

Intuit Field Service Management Video Albums

Intuit Field Service Management “Channel”

21 04, 2014

Service Techs: Using the Intuit Field Service Management Mobile App

By | 2017-08-11T16:13:59-07:00 April 21st, 2014|Android, Getting Started, iPhone, Mobile|0 Comments

For your service & installation technicians: How to use Intuit Field Service Management mobile app on Apple iphone/ipad or Android phone/tablets to access appointments, update work order status, access service history, capture photos, capture customer signatures, create invoices, and take payments in the field that integrate with QuickBooks back in your office.

Vimeo full screen

1 04, 2014

Lunch and Learn Webinar Series: Getting the most from the Work Order Wizard

By | 2017-08-11T16:13:59-07:00 April 1st, 2014|Getting Started, Lunch and Learn|0 Comments

To be held live on Friday April 11, 2014starts promptly at 9AM PT (Noon ET)

Register in advance to attend this free training webinar!

We’re off to see the Wizard!” We’ll help you get the most from the Work Order Wizard by walking you every step of the way through the three-step process, exploring options and settings you might not have previously used.  This session is intended for your Service Managers and Dispatchers.  Whether you are new to Intuit Field Service Management, or a seasoned veteran, we think this 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).  If you are unable to attend, the session will be recorded for future playback.


This webinar was recorded and is archived online as part of our Lunch & Learn series here.