Mobile | Intuit Field Service Management for QuickBooks

2 05, 2015

New website: QuickBooks.Corrigo.com for all things Intuit Field Service Management
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New website: QuickBooks.Corrigo.com for all things Intuit Field Service Management

Getting Started, Mobile, Product Update

New website: QuickBooks.Corrigo.com for all things Intuit Field Service Management

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

Welcome to QuickBooks.Corrigo.com, 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!

QuickBooks.Corrigo.com unifies all of the Free Test Drive Information, Paid Subscription Setup, Training Videos, Local Expert Listings, and our Blog formerly located at FieldServiceSuccess.com – 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

Popular Devices: Which smart phones and tablets are most popular with Field Service techs?

By fsmsales| 2017-08-11T16:13:59-07:00 April 13th, 2015|Android, iPhone, Mobile|0 Comments

Each year Corrigo publishes research on popularity of mobile devices for field service companies. In late 2013 we reported Android devices were gaining ground on Apple devices.

Our research for early December 2014 data indicates that Android has surpassed Apple in popularity with field service companies. Click this infographic link to see the statistics on which smart phones and tablets are most popular with Field Service technicians.

Disclaimer: research is based on users who logged into the system during the date range. Those who did not log in via their mobile app were not counted.

Learn more about Intuit Field Service Management for QuickBooks by calling 877-408-3356 or visit www.Apps.com

Click to view the field service management research

Click to view our 2014 research on popular devices for field service technicians

Happy New Year from Corrigo and Intuit Field Service Management for QuickBooks!

21 04, 2014

Service Techs: Using the Intuit Field Service Management Mobile App

By fsmsales| 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

3 09, 2013

Estimates and Quotes in the Field

By fsmsales| 2017-08-11T16:14:00-07:00 September 3rd, 2013|Android, Getting Started, iPhone, Mobile|7 Comments

When you dispatch a work order with Intuit Field Service Management, your field technicians access the work order out in the field via either our app on their mobile smart devices (Apple or Android) or on a laptop via browser. While at the customer location your techs can create invoices, capture signatures, and take payment via our app running on the mobile device. Invoices that are “Approved” within Field Service Management itself will sync into QuickBooks.

Follow this process in the field when customers want to “see an estimate” before they can make a decision to move forward with the repair or installation work. In the office, the Manager role creates a custom Invoice Status inside the Field Service Management, such as “Estimate”. This status is not seen by QuickBooks at all, and becomes an ideal way for field techs to prepare estimates or quotes in the field that don’t belong in QuickBooks. In the Field, your Techs can use the Invoice screen on the mobile app and on the laptop with browser to prepare the Invoice in Field Service Management, and then save the Invoice into the desired custom status (such as “Estimate”).

Once the Estimate/Quote is created the customer can see it on-screen, or you can email Estimate to the customer for review. You can leave the work order itself in a Pause or Hold status (such as “waiting for customer approval”) for tracking purposes, or you can mark the work order complete.

Click to view larger Estimate

Once the customer agrees to proceed the Manager/Dispatcher can re-open the work order and re-assign if necessary. The Estimate remains part of the original work order. Once the work is completed the field tech may edit the Field Service Management Invoice to reflect any changes/additions, and then change the status from Estimate to Prepared inside the Field Service Management.

The tech can now process payment in the field, which will cause the Invoice status to change to “Approved”, or you can have someone in the office review and approve the Invoice inside Field Service Management so it may then sync into QuickBooks.

In order to follow-up with your customers with Estimates, you can create and run reports inside the Field Service Management to see which work orders are on hold “pending customer approval”, or to see which work orders are complete but have an Invoice in “Estimate” status.

Click to view larger email Estimate

More videos for your field techs on our Best Practices page.

25 05, 2012

“One at a time dispatch” technique

By fsmsales| 2021-09-28T13:16:59-07:00 May 25th, 2012|Getting Started, Mobile|0 Comments

How to hide Work Orders

Most Intuit Field Service Management subscribers wish to take advantage of the real-time dispatch and the Appointment list on our mobile app running on the service technician’s smart phone or tablet. However, some service companies want their techs to only know about the current work order, and the techs should not see any future appointments. This document explains the technique the Office users will follow (service manager, dispatcher) for “one at a time dispatch”. One At A Time Dispatch