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News & Blog: Field Service Management for QuickBooks

/News & Blog: Field Service Management for QuickBooks/
13 06, 2017

Editing Work Order Assignments via the Mobile App

By | 2017-08-11T16:13:55-07:00 June 13th, 2017|Android, Getting Started, iPhone, Lunch and Learn, Mobile, User Tips, Work Order Wednesday|0 Comments

This article is part of Corrigo’s monthly tips for users of Intuit Field Service Management! Tips are posted on our News & Blog link here at https://quickbooks.corrigo.com/news

Assigning and Editing Work Order assignments via the mobile app

This month’s topic: Let’s take a closer look at the Team Work area of the technician’s mobile app. This area is where your field supervisors can view and manipulate work via the mobile app. Keep in mind that the Team Work menu choice is available to mobile login users with the following roles: field supervisor, manager, dispatcher.

  • For Apple device users, access the Team Work area of the Intuit Field Service Management mobile app, you will click on the “box with arrow” graphic in the lower right of the My Work screen.
  • For Android device users, access the Team Work area of the Intuit Field Service Management mobile app, it depends. You will either click on the “three dots” graphic in the upper right of the My Work screen, or you will press the Menu button on the phone itself.

Inside the “Team Work” area of the Intuit Field Service Management mobile app you can:

  • View workload (name of each technician and number of work orders)
  • View Unassigned work orders
  • Assign the Unassigned work orders
  • View “Needs Acceptance” work orders (coming in from the Corrigo Work Order Network)
  • View Flagged, Waiting For Pick Up, Picked Up, Completed Today, Cancelled Today, and On Hold work orders
  • Define Scope by service teams or dispatch centers

If you have questions about how to use Intuit Field Service management, try doing a Search on this website via the magnifying glass on the upper right of your screen. Articles, videos, and pages related to your search term will appear as green links in the search result. Click on the green link to see the result in full-screen view. You can also call our Corrigo Support team Monday – Friday, 8AM ET to 8PM ET at 800-517-2871.

Corrigo has partnered with local experts providing value-added services for both QuickBooks and Intuit Field Service Management. Our local experts can provide consultative initial setup, configuration for your office and training for your office and your field techs. Our local experts are listed here: https://quickbooks.corrigo.com/local-experts/

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18 05, 2017

Schedule Recurring Preventative Maintenance

By | 2017-10-25T12:45:08-07:00 May 18th, 2017|Android, Getting Started, iPhone, Mobile, Work Order Wednesday|0 Comments

Keep your customer equipment in optimal condition and keep your customers happy!

The Intuit Field Service Management (IFSM) add-on Service Agreement Module provides an excellent way to proactively provide preventative maintenance and service agreement work on your customers’ equipment.  If you are tired of XLS files and yellow sticky notes, you should consider adding the Service Agreement Module to your IFSM software subscription.  This module makes life so much easier for your office, your field techs, and your accounting department! And your customers are happy because you catch and proactively fix their equipment.

This article is part of Corrigo’s monthly tips for users of Intuit Field Service Management!  Tips are posted on our News & Blog link here at https://quickbooks.corrigo.com/news/

Benefits of adding the Service Agreement Module

  • Capture and access Preventative Maintenance (PM) contract terms such as: equipment information, service intervals, billing, and customer discount details in one system to ensure that the contract is easily fulfilled.
  • Preventative Maintenance work orders (PMs) are auto-created
  • PMs can be auto-assigned to a preferred technician, or left for assignment later based on availability, location, and required skills.
  • Prepare and schedule PM visits proactively for optimal efficiency and quicker turn-around so that even slow times are profitable.
  • Captures time stamps and GPS locations of work order actions.

Service Agreement module mobile app highlights from Intuit Field Service Management

Questions about the Service Agreement module?  Give us a call!

Mike Simons 520-901-2527
Cheryl McElrath 214-838-3668

See pricing for this optional module.

Additional reports are available for customers with the Service Agreement module.

If you have questions about how to use Intuit Field Service management, try doing a Search on this website via the magnifying glass on the upper right of your screen. Articles, videos, and pages related to your search term will appear as green links in the search result. Click on the green link to see the result in full-screen view. You can also call our Corrigo Support team Monday – Friday, 8AM ET to 8PM ET at 800-517-2871.

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7 04, 2017

Streamline Payroll Processing with the Corrigo Time Card module for Intuit Field Service Management

By | 2017-08-11T16:13:56-07:00 April 7th, 2017|Android, iPhone, Mobile|0 Comments

Integrate your mobile technician payroll data into QuickBooks

The Intuit Field Service Management (IFSM) add-on Time Card Module provides an excellent way to capture time for your technicians in the field.  If you are tired of handwritten time sheets that are almost impossible to decipher and quite often turned in late, you should consider adding the Time Card Module to your IFSM software subscription.  Not only will you be able to see the techs time sheet at any time during the payroll period but, you can also view a map with the location of the tech as entries are made against a work order on their mobile device.

This article is part of Corrigo’s monthly tips for users of Intuit Field Service Management!  Tips are posted on our News & Blog link here at https://quickbooks.corrigo.com/news

Benefits of adding the Time Card Module

  • Payroll processing – streamlined with options to capture either ‘shift time’ or ‘work order time, and travel time.
  • Captures time stamps and GPS locations of work order actions.
  • Options for defining ‘rounding rules’ and ‘overtime rules.’
  • Techs can manually add time for non-work orders on their mobile device.
  • Office can review, edit, and approve time sheets at the end of the payroll period.
  • Time sheet data integrates with QuickBooks Desktop and updates the weekly time sheet for payroll processing.

The mobile Time Card app works on all Android and Apple devices (phones and tablets).  See the mobile Time Card module in action:

Questions about the Time Card module?  Give us a call!

Mike Simons 520-901-2527
Cheryl McElrath 214-838-3668

See pricing for this optional module.  Note: the Time Card module integrates with QuickBooks Desktop Pro/Premier/Enterprise. The module does not integrate with QuickBooks Online.

Additional reports are available for customers with the Time Card module.

If you have questions about how to use Intuit Field Service management, try doing a Search on this website via the magnifying glass on the upper right of your screen. Articles, videos, and pages related to your search term will appear as green links in the search result. Click on the green link to see the result in full-screen view. You can also call our Corrigo Support team Monday – Friday, 8AM ET to 8PM ET at 800-517-2871.

Corrigo has partnered with local experts providing value-added services for both QuickBooks and Intuit Field Service Management.  Our local experts can provide consultative initial setup, configuration for your office and training for your office and your field techs.  Our local experts are listed here: https://quickbooks.corrigo.com/local-experts/

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3 03, 2017

Reporting in Intuit Field Service Management

By | 2017-08-11T16:13:56-07:00 March 3rd, 2017|Getting Started, User Tips, Work Order Wednesday|0 Comments

Using Reports in Intuit Field Service Management

This article is part of Corrigo’s monthly tips for users of Intuit Field Service Management!  Tips are posted on our News & Blog link here at https://quickbooks.corrigo.com/news

This month’s topic:  Reporting in Intuit Field Service Management.  Reports are especially valuable to help your business understand key performance metrics, satisfaction indicators, and more!

Check out this video to learn more about reports in Intuit Field Service Management:


This short tutorial covers the following topics:

  • Dashboard report
  • List style “revenue by technician” report
  • Matrix style “revenue by technician” report

Additional reports are available for customers with the Service Agreement and/or Time Card module

If you have questions about how to use Intuit Field Service management, try doing a Search on this website via the magnifying glass on the upper right of your screen. Articles, videos, and pages related to your search term will appear as green links in the search result. Click on the green link to see the result in full-screen view. You can also call our Corrigo Support team Monday – Friday, 8AM ET to 8PM ET at 800-517-2871.

Corrigo has partnered with local experts providing value-added services for both QuickBooks and Intuit Field Service Management.  Our local experts can provide consultative initial setup, configuration for your office and training for your office and your field techs.  Our local experts are listed here: https://quickbooks.corrigo.com/local-experts/

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8 02, 2017

Team Work on the mobile app

By | 2017-08-11T16:13:56-07:00 February 8th, 2017|Android, iPhone, Mobile, User Tips, Work Order Wednesday|0 Comments

Introducing Corrigo’s monthly tips for users of Intuit Field Service Management! Tips will be posted on our News & Blog link here at https://quickbooks.corrigo.com/news/  We’ll post these “Work Order Wednesday” tips here and alert users through our Digital Dispatch newsletter on the second Wednesday of each month.

Team Work on the mobile app

This month’s topic: Let’s explore the Team Work area of the technician’s mobile app.  This area is where your field supervisors can view and manipulate work via the mobile app.  Keep in mind that the Team Work menu choice is available to mobile login users with the following roles: field supervisor, manager, dispatcher.

  • For Apple device users, access the Team Work area of the Intuit Field Service Management mobile app, you will click on the “box with arrow” graphic in the lower right of the My Work screen.
  • For Android device users, access the Team Work area of the Intuit Field Service Management mobile app, it depends. You will either click on the “three dots” graphic in the upper right of the My Work screen, or you will press the Menu button on the phone itself.

Check out this video to see what’s available in the Team Work area:

Key areas within the Team Work:

  • View Workload by technician
  • Unassigned work orders, Flagged, Waiting For Pick-up, Picked Up, Completed Today, Cancelled Today, On Hold
  • Scope filter by team or dispatch center

If you have questions about how to use Intuit Field Service management, try doing a Search on this website via the magnifying glass on the upper right of your screen. Articles, videos, and pages related to your search term will appear as green links in the search result. Click on the green link to see the result in full-screen view. You can also call our Corrigo Support team Monday – Friday, 8AM ET to 8PM ET at 800-517-2871.

Corrigo has partnered with local experts providing value-added services for both QuickBooks and Intuit Field Service Management. Our local experts can provide consultative initial setup, configuration for your office and training for your office and your field techs.  Our local experts are listed here: https://quickbooks.corrigo.com/local-experts/

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Try It Now!

Intuit Field Service Management for QuickBooks is ideal for both residential and commercial service work, and is part of the Corrigo Work Order Network!

+ Get more work done!
+ Get paid faster!
+ Do payroll better!

Free 7-Day Test Drive with sample data for your Service Manager and one field technician via our Mobile App (Apple and Android devices).

Technical Support

Technical Support for Intuit Field Service Management is available 24/7 by calling 877-701-8326, choose 3 for Intuit Field Service Management. Click here

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