Work Order Wednesday

/Work Order Wednesday
12 09, 2017

Driving Directions on the IFSM mobile app

By | 2017-09-12T09:36:36-07:00 September 12th, 2017|Android, Getting Started, iPhone, Mobile, User Tips, Work Order Wednesday|0 Comments

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

Driving Directions

• 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

driving directions

Click to view video showing driving directions on the IFSM mobile app

Support

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/

15 06, 2017

QuickBooks data integration with Intuit Field Service Management

By | 2022-05-20T07:58:12-07:00 June 15th, 2017|Getting Started, User Tips, Work Order Wednesday|0 Comments

Let’s talk about integration between IFSM and QuickBooks, and beyond!

This article describes built-in integration via the Corrigo Integration Client, as well as how to import information that is not part of our built-in integration.  Lastly, this article touches upon reporting and data exporting out of IFSM.

When you purchase your Intuit Field Service Management (“IFSM”) subscription, Corrigo provides you with a new database.  Next you’ll log in, access the Settings area, and configure the system (your company logo, hours of operations, technician skills, teams, services and categories, etc.).  Then you activate the integration between IFSM and your QuickBooks via our Corrigo Integration Client (IFSM integrates with supported  U.S. versions of QuickBooks Online, and supported U.S. versions of QuickBooks Desktop Pro, Premier, or Enterprise).

What data integrates between IFSM and QB?

  1. Active customer list in QB will sync to IFSM.
  2. Active item list in QB will sync to IFSM.
  3. As you make new customers or invoices or time card records in IFSM, these will sync into QB. Invoices syncing from IFSM into QB containing inventory items will decrement those inventory items accordingly inside your QB.
  4. Sales orders and invoices you create inside QB will never appear in IFSM. If you want a work order or invoice to appear in IFSM you must make it in IFSM and sync the invoice to QB if you want the invoice to appear in both databases.

Importing Data or Work Order history into Intuit Field Service Management

Sometimes new IFSM customers were using a competing work order software package prior to their IFSM and want only some of the prior work order history and customer equipment list to appear inside IFSM. This is typically accomplished by enabling and creating back dated work orders.  There is no fee to make back dated work orders (only your own time and effort).

Sometimes new IFSM customers were using a competing work order software package prior to their IFSM and they want all of this work order history, as well as customer equipment list and attributes, to appear inside IFSM so all of the information is in one place. This is possible by hiring a professional services firm to push data into IFSM.

Sometimes new IFSM customers were using invoices in QB as “work orders” prior to their IFSM and they want these invoices in QB to somehow appear inside IFSM as work orders.  This is possible by hiring a professional services firm to push data into IFSM.

Exporting data out of Intuit Field Service Management

Sometimes IFSM customers wish to export data from IFSM.   This can usually be accomplished by creating a report inside IFSM.  Once you run your report you can save the output in the desired file format (XLS, CSV, XML, PDF…).

If you require the data in a very specific data format (often called an EDI), this is possible by hiring a professional services firm to export data from IFSM.

13 06, 2017

Editing Work Order Assignments via the Mobile App

By | 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/

18 05, 2017

Schedule Recurring Preventative Maintenance

By | 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.

3 03, 2017

Reporting in Intuit Field Service Management

By | 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/