User Tips | Intuit Field Service Management for QuickBooks

13 06, 2017

Editing Work Order Assignments via the Mobile App

By fsmsales| 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/

3 03, 2017

Reporting in Intuit Field Service Management

By fsmsales| 2017-08-11T16:13:56-07:00 March 3rd, 2017|Getting Started, User Tips, Work Order Wednesday|0 Comments

Using Reports in Intuit Field Service Management

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: Reporting in Intuit Field Service Management. Reports are especially valuable to help your business understand key performance metrics, satisfaction indicators, and more!

Check out this video to learn more about reports in Intuit Field Service Management:

This short tutorial covers the following topics:

Dashboard report
List style “revenue by technician” report
Matrix style “revenue by technician” report

Additional reports are available for customers with the Service Agreement and/or 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

click to enlarge

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.

22 10, 2015

Update Work Order Numbering

By fsmsales| 2017-08-11T16:13:56-07:00 October 22nd, 2015|Getting Started, User Tips|0 Comments

When you first subscribe to Intuit Field Service Management you will likely review our First Time Setup video. While not covered in the video, we want to point out you can configure your work orders in IFSM to start at a number other than “001”. You can also configure how many digits the work order numbers will have before they roll over to “000”. You can also configure a unique prefix for work orders within each work zone.

To update the Work Order Numbering:

Go to Settings/Work Zones and click Edit on the right side
Scroll down to option 5, Work Order Numbering
Choose Custom and click Change
Input the desired starting number and choose the desired number of digits from the drop-down menu.