FAQs

/FAQs/
13 04, 2015

I installed QB on a new computer. How do I move the FSM sync?

By | 2017-08-11T16:14:01-07:00 April 13th, 2015|0 Comments

Or, “How do I reinstall the Integration Utility on my new PC?

Contact Support: Before moving the QuickBooks desktop software or QuickBooks company file to a new PC, speak with our Level Two FSM Technical Support team.

Once you have successfully integrated the FSM with the QB, you should never have to re-run the first-time FSM Sync.

When you move the FSM sync correctly, you will save time and not be forced to re-run the first-time sync on your new computer. Let us help!

13 04, 2015

What can my techs do when the mobile app is offline?

By | 2017-08-11T16:14:01-07:00 April 13th, 2015|0 Comments

Internet access is pretty much everywhere, but sometimes your field techs may find themselves in an area where they are unable to access a data connection. For example, a remote or mountainous region, or down in the basement of a building.

Often the tech can piggy-back on the customer’s own internet connection or wi-fi. But if that is not available or allowed, what can your field techs do in the app when no data connection is present and they are working offline? (One must also ask: if no data connection is present, is there any phone access either?)

The bottom line: The FSM mobile app caches the appointment list and work order details. Any work order edits or updates entered into the mobile app are stored with the time stamp until the device regains internet access.

Most Popular Mobile App Functions

Online

Offline

Access Appointment List X X
See Work Order Details & Contact Info X X
Lookup Customers X
Create new Work Order X
Create new Customer X
Driving Directions X
Customer Site & Equipment Service History X X
Capture Signature X X
Capture Action-based Time Stamps X X
Track Action-based GPS info X
Capture Photo Notes X X
Capture Work Done Description X X
Create Invoice or Estimate (Services & Inventory) X
Capture Payment X
Email completed Work Orders X X
Email completed Invoices X X

 

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!

Selected videos showing what your field service technicians can do in the field on the Intuit Field Service Management mobile app:

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13 04, 2015

How do I cancel my subscription?

By | 2020-03-24T08:03:50-07:00 April 13th, 2015|0 Comments

If IFSM isn’t working for you, please call our Support team or a Local Expert for help before you decide to cancel. Help is available to make sure that the product is configured correctly and working as designed.

Should you decide to cancel, please delete any un-needed users from your People tab. Then email IFSMbilling@Corrigo.com and Intuit will update your billing based upon your request.