FAQs – Page 2 – Intuit Field Service Management for QuickBooks

29 04, 2015

Supported smartphones and tablet devices

By Christie Turner| 2017-08-11T16:14:01-07:00 April 29th, 2015|0 Comments

The Intuit Field Service Management FREE Mobile App works on Android and Apple smartphones and tablet devices.

For the complete story, download the latest Intuit Recommended Devices (PDF). This document goes into detail about device selection, printing in the field, and much more.

This diagram shows specific features which work (or don’t) on specific platforms:

Features	Apple devices with Cellular data connection using our Mobile App	Android devices with Cellular data connection using our Mobile App	Windows Desktop, Laptop, or Netbook via Browser
Receive work order alerts via email or mobile app	X	X	X
Process work orders	X	X	X
Process Service Agreement work orders (add-on)	X	X	X
Capture time for payroll (add-on)	X	X	X
View work order details	X	X	X
View and add text notes	X	X	X
View and add photo notes	X	X	X
Driving directions (link to device maps app)	X	X
Price up invoice	X	X	X
Capture electronic signatures (work order, invoice)	X	X
See work orders where I am a helper	X	X	X
See and manage work assigned to others (team work)	X	X	X
Reassign work orders	X	X	X
Search for work orders	X	X	X
Create a copy of a work order	X	X	X
Create a new customer	X	X	X
Action-based time stamps	X	X	X
Action-based GPS with time stamps	X	X
GPS Fix on defined time intervals	X	X
Additional desktop features by role			X

29 04, 2015

What can my techs do in the FSM mobile app? Are they logging into my QuickBooks?

By Christie Turner| 2022-02-15T00:54:32-08:00 April 29th, 2015|0 Comments

Your field techs do not access QuickBooks itself through IFSM. Using their paid subscription the techs log into FSM via our mobile app, which is designed to be easy-to-use for field technicians. Techs can also log in via a browser interface if desired.

On the mobile app, your field techs get:
- An appointment list showing where to go next and what needs to be done there.
- Google Map links for driving directions
- Prior site service history
- Equipment lists with attributes and service history
- Ability to create invoices and capture signatures
- Ability to add photos for future reference, right on the work order
- Within each work order, your tech also clicks a button to update status (picked up new work order, en route to job, started, completed…)
- Much more!

It doesn’t take long before paper, and paperwork delays, are a thing of the past.

Your office workers create, schedule, and dispatch work orders anytime, anyplace, on their computers through the FSM application.
- They log into FSM through a web browser.
- As your techs update each work order, the information they create will be immediately visible to your office staff!
- Your same folks who have access to QuickBooks today will be the only people who can access QuickBooks after FSM is installed.

With the Intuit Field Service Management app installed on your field technicians’ smart phones and tablets, your techs will be able to help your business get more work done, get paid faster, and streamline payroll processing! Try It Now

29 04, 2015

What versions of QuickBooks does Intuit Field Service Management integrate with?

By Christie Turner| 2017-08-18T14:18:11-07:00 April 29th, 2015|0 Comments

Right out of the box, the IFSM app integrates with:

U.S. versions of QuickBooks Online
All Intuit-supported, U.S. versions of QuickBooks for PC:
- QuickBooks Pro
- QuickBooks Premier
- QuickBooks Enterprise (QBES)

29 04, 2015

How do I add/remove users?

By Christie Turner| 2018-05-16T19:08:08-07:00 April 29th, 2015|0 Comments

As you add more users, your pricing per user goes down! Here’s a handy pricing reference showing how per-user pricing changes as you add users.

If you are working with one of Intuit’s Local Experts, please contact your Local Expert. Otherwise, call Intuit Sales @ 844-832-2901 and choose Option 1 to add or remove Field Service Management users. Note: to add more users, instruct the Intuit sales rep to modify your existing subscription (not create a separate subscription).

27 04, 2015

Preparing for and dealing with an Internet outage

By Christie Turner| 2017-08-11T16:14:01-07:00 April 27th, 2015|0 Comments

Log into IFSM from any PC browser as the Admin, Manager, Dispatcher, or Technician.
Click the “Printer Friendly” button on the Work Orders screen for your Pending, or Unassigned, or Unscheduled work orders. This provides you with a starting point of “what is already on your calendar” before any interruption in internet service.
Design a custom report showing key data (customer, phone, problem, tech, appointment) and save it to your hard drive in PDF or Excel XLS format as a “just in case” backup/reference resource.

If you are surprised by an Internet outage…find a location where the Internet is working and follow the steps above.

Keep in mind that it’s quite possible for your field technicians to use the software even if your Internet is down at your office.

Features

Apple devices with Cellular data connection using our Mobile App

Android devices with Cellular data connection using our Mobile App

Windows Desktop, Laptop, or Netbook via Browser