Mobile | Intuit Field Service Management for QuickBooks

18 05, 2017

Schedule Recurring Preventative Maintenance
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Schedule Recurring Preventative Maintenance

Android, Getting Started, iPhone, Mobile, Work Order Wednesday

Schedule Recurring Preventative Maintenance

By fsmsales| 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.

7 04, 2017

Streamline Payroll Processing with the Corrigo Time Card module for Intuit Field Service Management
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Streamline Payroll Processing with the Corrigo Time Card module for Intuit Field Service Management

Android, iPhone, Mobile

Streamline Payroll Processing with the Corrigo Time Card module for Intuit Field Service Management

By fsmsales| 2017-08-11T16:13:56-07:00 April 7th, 2017|Android, iPhone, Mobile|0 Comments

Integrate your mobile technician payroll data into QuickBooks

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

Benefits of adding the Time Card Module

Payroll processing – streamlined with options to capture either ‘shift time’ or ‘work order time, and travel time.
Captures time stamps and GPS locations of work order actions.
Options for defining ‘rounding rules’ and ‘overtime rules.’
Techs can manually add time for non-work orders on their mobile device.
Office can review, edit, and approve time sheets at the end of the payroll period.
Time sheet data integrates with QuickBooks Desktop and updates the weekly time sheet for payroll processing.

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/

8 02, 2017

Team Work on the mobile app

By fsmsales| 2017-08-11T16:13:56-07:00 February 8th, 2017|Android, iPhone, Mobile, User Tips, Work Order Wednesday|0 Comments

Introducing Corrigo’s monthly tips for users of Intuit Field Service Management! Tips will be posted on our News & Blog link here at https://quickbooks.corrigo.com/news/ We’ll post these “Work Order Wednesday” tips here and alert users through our Digital Dispatch newsletter on the second Wednesday of each month.

Team Work on the mobile app

This month’s topic: Let’s explore 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.

Check out this video to see what’s available in the Team Work area:

Key areas within the Team Work:

View Workload by technician
Unassigned work orders, Flagged, Waiting For Pick-up, Picked Up, Completed Today, Cancelled Today, On Hold
Scope filter by team or dispatch center

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/

22 06, 2016

Understanding Custom Fields

By fsmsales| 2017-08-11T16:13:56-07:00 June 22nd, 2016|Android, Getting Started, iPhone, Mobile, User Tips|0 Comments

Based on many years in the service management industry, Corrigo provides the primary fields your business will want to track related to your customers, sites, work orders, and invoices. When you want to track something unique then you can use either Custom Fields or Equipment Attributes.

When using custom fields, you have the ability to define the type of field and you also have the ability to hide the field from the field techs using the Intuit Field Service Management mobile app (IFSM).

To set up a new custom field:

Log into your IFSM account from the browser and click Settings/Company/Custom Fields
Click Add a New Custom Field
Label your field with a name (such as “Source of call”)
Choose the type of custom field from the drop-down list (see below)
Optionally, choose the length of the custom field (valid only on “String” type)
Click the Add button to add the field

Custom Field choices

To create a “drop-down pick list” for the String type custom field:

After creating the custom field you are back a a list of all custom fields. Click Edit on the right side of the custom field requiring drop-down menu choices
The String type field must have a length of 40 characters or less in order to enable the pick list option
In the Pick List column, click “Add” to add choices.

What the custom fields look like in the browser interface:

click to enlarge

A brief explanation of the different types of custom fields:

String = free form numbers and text, with spaces and most special characters. Also supports drop down pick lists for strings up to 40 characters
Integer = whole numbers only
Float = numbers with decimals
Money = auto-formats to dollars and cents
Phone number = formats to reflect a seven-digit phone number and area code
Date = month/day/year formatting from a calendar-like interface
Time = drop-down list of times
Bool = Yes or No radio button

Custom fields can be hidden from your field technicians via the mobile app. This helpful video shows how to create a custom field and how to hide/show the field from the mobile users. The following are examples of how custom fields can appear on the mobile application:

Corrigo Pro Manager work order custom field on Verizon Brigadier

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Corrigo Pro Manager work order pick list custom field on Verizon Brigadier

click to enlarge

This covers most of the topics related to Custom Fields inside your Intuit Field Service Management.

The Initial FSM Settings & Configuration page contains a link to our video covering Equipment Attributes.

15 01, 2016

Field Service Software and QuickBooks Integration

By fsmsales| 2016-01-15T11:42:10-08:00 January 15th, 2016|Getting Started, Mobile|0 Comments

Intuit Field Service Management Works With QuickBooks!

We’ve been hearing a lot lately from folks who are worried about their field service software’s ability to sync with QuickBooks. We have a great solution for that!

Whether you work from your office or on the go, Intuit Field Service Management for QuickBooks, powered by Corrigo matches your service management style.

Corrigo’s ability to integrate between QB Desktop and QB Online are completely separate from the Intuit Sync Manager that was discontinued.

Corrigo uses the QB SDK to integrate with QB Desktop Pro, Premier, and Enterprise. Corrigo uses the QBO API to integrate with QuickBooks Online. Neither of these integration tools are referred to as the “Sync Manager” so customers using Intuit Field Service Management will not be impacted.

Intuit’s announcement about the Sync Manager and no impact on Intuit Field Service Management: http://support.quickbooks.intuit.com/support/articles/INF28440

Insightful Accountant also published an article about field service software integration with QuickBooks.