Ongoing Tips for Office Users

/Ongoing Tips for Office Users
1 01, 2020

How do I take credit cards in the field?

By | 2020-01-02T08:44:36-08:00 January 1st, 2020|0 Comments

Credit card processing in the field & integration with QuickBooks Merchant Services

As shown in our weekly webinar and in our videos on Vimeo, Intuit Field Service Management comes with seamless integration to “QuickBooks Merchant Services with Web Store”.

There are two ways to take payment in the field:  Fully-integrated, and Partial Integration.

“Fully Integrated Payment Option” means:

  • Your tech uses the IFSM mobile app to prepare the invoice and to process the payment, and
  • The IFSM invoice synchronizes into QuickBooks with the Paid Stamp.
  • Fully Integrated credit card payments are accepted by direct manual entry inside the IFSM mobile app.
  • If the payment was not taken in the field then your office will process the payment.  Your office users can type in the credit card information through the IFSM web interface, process the payment, and the Invoice will sync into QB with the Paid Stamp.

Ready to get the full-integration feature activated for your team?

  1. Your office manager/admin logs into his or her IFSM account.
  2. Click on the Settings tab on the right hand side.
  3. Click Financial.
  4. Click QBMS Integration.
  5. Intuit will need to provide you with a connection ticket so IFSM has authorization to integrate with your QBMS.  To get your “QuickBooks Merchant Services Web Store” and your Connection Ticket, call Intuit QBMS at 877-212-6771.
  6. Follow this QBMS Integration Guide to setup the integration.

Please note:  the integrated invoice+payment occurs only with the IFSM and QuickBooks Merchant Services + Web Store.

“Partial Integration Option” means:

Keep in mind that Intuit also offers a different mobile payment system called GoPayment (GoPay).  GoPay (as well as Square) are applications that run separately from the IFSM mobile app.  Payments by credit card swiper (GoPayment, Square, etc.) are examples of “partially-integrated payment”.

  • Partial Integrated credit card payments are accepted by chip reader and card swipe and are taken outside of the IFSM mobile app.
  • If you use “partially-integrated” payment systems: At this time, the GoPayments and Square solutions integrate with QuickBooks directly, but their chip-readers and swipers won’t receive data from Corrigo’s IFSM app.  If you make an invoice using IFSM but aren’t using the correct QBMS+Web Store system, but instead you take a payment via GoPay/Square….the approved invoice will later sync from IFSM into QB as “account receivable” and you’ll need to manually relate the GoPay/Square monies with the Invoice inside QB.
  • IFSM customers using partially-integrated payment systems (GoPayment, Square, etc.) will benefit from a lower “transaction fee” (as compared to the manually-entered rate) and won’t need to manually enter credit cards in the field.  The trade-off is the invoices in QB must be manually associated with the payments in order to get the Paid Stamp to appear on each invoice.

Updated March 2018

7 05, 2015

How to hide Work Orders: one at a time dispatch

By | 2020-06-17T16:22:26-07:00 May 7th, 2015|0 Comments

Most Intuit Field Service Management subscribers take advantage of the real-time dispatch and the Appointment list on our mobile app running on the service technician’s smart phone or tablet.

However, some service companies want their techs to only know about the current work order, and the techs should not see any future appointments.

Click here to learn more about “one at a time dispatch” for Office/Service Manager/Dispatcher users.

27 04, 2015

Preparing for and dealing with an Internet outage

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

  1. Log into IFSM from any PC browser as the Admin, Manager, Dispatcher, or Technician.
  2. 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.
  3. 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.

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

Where is my field service tech? Set up/modify GPS tracking

By | 2021-09-13T12:51:06-07:00 April 13th, 2015|0 Comments

Inside your Field Service Management app, there are two different ways for the office to know where the technicians are located. In both scenarios, the technician is a Login user with the Field Service Management mobile app installed on a supported smart phone or tablet device. This article shows what the service manager and dispatcher can see location of the field service techs.

  1. (most common) Action based GPS location of field tech.
    1. When a tech makes changes to a Work Order, their location is displayed on both the Dispatch Board as well as the map tab of our Smart Scheduling Screen.
    2. This shows you where your techs were when Actions occur on a Work Order (pick up, en-route, start, complete, pause, on hold).
    3. The GPS dots should be on top of the customer address on the map. If not, the tech was somewhere other than the customer site when the action was documented.
  2. Time based GPS tracking
    • The FSM mobile app tracks techs throughout the day based on an interval you define.

Here’s the complete story: How to Set Up/Modify GPS Tracking in IFSM