How to fix Windows 10 Certificate Issue
If you are experiencing the “expired certificate” message in the IFSM sync utility on your Windows 10 computer, follow the steps on this PDF file or contact Corrigo Support.
If you are experiencing the “expired certificate” message in the IFSM sync utility on your Windows 10 computer, follow the steps on this PDF file or contact Corrigo Support.
You’ll want your own company email address to appear in the “From” field when email is sent from Intuit Field Service Management to your customer. Be sure to change the setting from “Corrigo” to your own company email address. (Click images below for higher definition.)
Go to Settings / Work Orders / Alert Settings
Change the email address and click Save.
While you are in the Alerts section you can configure Intuit Field Service Management to send alerts to Customers in one of three formats. Two formats allow for you to select which attachment file template to use.
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:
Intuit Field Service Management for QuickBooks is the the ideal work order scheduling and dispatching system for your service team. We created a “word cloud” of key words used when describing “IFSM”.
Which keywords does your company like best about Intuit Field Service Management?
We’ve prepared a new short video showing how to calculate who’s been “naughty and nice” on your service team. More specifically, this video shows you how to calculate on-time performance of your service technicians. Happy holidays!
Watch the video: https://quickbooks.corrigo.com/videos/calculating-service-technician-performance/