Ongoing Tips for Office Users – Intuit Field Service Management for QuickBooks

1 01, 2020

How do I take credit cards in the field?

By fsmsales| 2023-09-13T15:10:51-07:00 January 1st, 2020|0 Comments

Credit card processing in the field

Use the Intuit Field Service Management mobile app to update the work order and document work done, capture equipment serviced, photos, and customer signature. If desired, prepare your invoice in the field using the IFSM mobile app. Make note of the invoice total and switch over to your mobile payment app (Go Payment, Square, etc.) to process the payment. The IFSM invoice will sync into QuickBooks as an open invoice. Use the “apply credits” function in QuickBooks to apply the payment to the invoice.

Connection tickets are no longer being issued by QuickBooks Merchant Services. Thus, Intuit Field Service Management integrates with QuickBooks itself, but IFSM is used without integration to QBMS or any other mobile payment platforms (Go Payment, Square, etc.).

Workflow Tips:

If taking payment in the field, modify the Work Done description to indicate successful payment (this information will sync and appear on the invoice inside QB).
If taking payment in the field, create a work order custom field called “paid in field” (Cash, Check, Credit Card), and have the tech update this if payment was taken.

Updated February 2022

7 05, 2015

How to hide Work Orders: one at a time dispatch

By Christie Turner| 2021-09-28T13:17:16-07:00 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 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.

13 04, 2015

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

By fsmsales| 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 fsmsales| 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.

(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.
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