Mobile

/Mobile
1 01, 2020

Credit card processing in the field

By | 2024-04-30T12:26:04-07:00 January 1st, 2020|Getting Started, Mobile, User Tips|1 Comment

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 field invoice in the field using the IFSM mobile app.

At this point you can either take payment inside the IFSM mobile app with QB Payments, or outside of the mobile app. The field tech will click “Take Payment” on the mobile app and enter the credit card information. Once payment is approved, the IFSM invoice will be Approved to sync into QuickBooks, and will appear in QuickBooks with the “Paid” stamp and reconciled with your bank.

  1. Activate QB Payments: https://quickbooks.intuit.com/payments
  2. Connect IFSM to your QB Payments:
  3. Settings > Financial > QBMS Payments
  4. Click “Connect to QB Payments”

To take the payment outside of IFSM mobile app, either sync the invoice into QuickBooks as “Account Receivable” and send the invoice to your customer from QB (including the payment link). Lastly, you can also take payment in the field with a non-Intuit system. Make note of the invoice total and switch over to their 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 non-Intuit payment to the invoice.

12 09, 2017

Driving Directions on the IFSM mobile app

By | 2017-09-12T09:36:36-07:00 September 12th, 2017|Android, Getting Started, iPhone, Mobile, User Tips, Work Order Wednesday|0 Comments

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

Driving Directions

• 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

driving directions

Click to view video showing driving directions on the IFSM mobile app

Support

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/

13 06, 2017

Editing Work Order Assignments via the Mobile App

By | 2017-08-11T16:13:55-07:00 June 13th, 2017|Android, Getting Started, iPhone, Lunch and Learn, Mobile, User Tips, Work Order Wednesday|0 Comments

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

Assigning and Editing Work Order assignments via the mobile app

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.

  • For Apple device users, access the Team Work area of the Intuit Field Service Management mobile app, you will click on the “box with arrow” graphic in the lower right of the My Work screen.
  • For Android device users, access the Team Work area of the Intuit Field Service Management mobile app, it depends. You will either click on the “three dots” graphic in the upper right of the My Work screen, or you will press the Menu button on the phone itself.

Inside the “Team Work” area of the Intuit Field Service Management mobile app you can:

  • View workload (name of each technician and number of work orders)
  • View Unassigned work orders
  • Assign the Unassigned work orders
  • View “Needs Acceptance” work orders (coming in from the Corrigo Work Order Network)
  • View Flagged, Waiting For Pick Up, Picked Up, Completed Today, Cancelled Today, and On Hold work orders
  • Define Scope by service teams or dispatch centers

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/

18 05, 2017

Schedule Recurring Preventative Maintenance

By | 2017-10-25T12:45:08-07:00 May 18th, 2017|Android, Getting Started, iPhone, Mobile, Work Order Wednesday|0 Comments

Keep your customer equipment in optimal condition and keep your customers happy!

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

  • Capture and access Preventative Maintenance (PM) contract terms such as: equipment information, service intervals, billing, and customer discount details in one system to ensure that the contract is easily fulfilled.
  • Preventative Maintenance work orders (PMs) are auto-created
  • PMs can be auto-assigned to a preferred technician, or left for assignment later based on availability, location, and required skills.
  • Prepare and schedule PM visits proactively for optimal efficiency and quicker turn-around so that even slow times are profitable.
  • Captures time stamps and GPS locations of work order actions.

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.