Using the Mobile App

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

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.

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:

• What your tech is doing in the field
• Taking signatures and emailing from the Field Service Management mobile app
• Create new customers in the field
• Create estimates and quotes in the field