Initial FSM Settings & Configuration

Initial FSM Settings & Configuration 2022-02-15T00:59:06-08:00

Once you are logged into Intuit Field Service Management, you’ll follow our Quick Start Guide to start configuring the system to your business.

You can modify terminology, set up teams, invite more users, configure equipment and attributes, and more. In fact, many of these Settings can be changed even before you’ve connected your FSM to your QuickBooks file.

Field Service Management Settings and Configuration


Invoicing and Payments:

  • Process payments in the field (covered in the Quick Start Guide, above)

Reports and Custom Fields: