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:
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 QuickBooks 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.
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.
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.
