Welcome to your Intuit Field Service Management paid subscription!
Use these best practices day to day to get the best performance from Intuit Field Service Management.
Get to Know the Product
- Field Service Management demonstration for QuickBooks Desktop or QuickBooks Online
- Shows the complete lifecycle of a work order and invoice
- Shows what the two optional modules can do
- Using GetCru to communicate with customers and create work orders inside IFSM
- Getting the most from the Work Order Wizard
- Single user setup: if desired, optimize for single-login subscriptions (enable mobile login access, enable self-assignment of work orders)
- Add/remove users: Call Intuit Sales @ 877-408-3356, then follow these steps to Update User Count on the Corrigo server.
- Take credit card payment in the field service management mobile application
- Set up Service Packages and Equipment Lists
- Roles and Privileges: “Who can do what” in FSM
Optional Modules:
- Preventive Maintenance / Service Agreements module that automates scheduling and dispatching of recurring work orders. With checklists, ability to assign primary technicians, several ways to manage billing, and more! Demonstration | Setup & Training
- Time Card module that steamlines payroll processing by automating rounding rules and more and synchronizing the data into the Weekly Timesheet in QuickBooks Pro/Premier/Enterprise! Demonstration
Service Techs: Using the Free Mobile App
- Using the Field Service Management Mobile App
- Estimates and Quotes in the Field
- Taking Signatures and Emailing Work Orders & Invoices from the Field Service Management mobile app
- Create New Customer in the Field
- See the Mobile App FAQ section in Support
Dispatch:
- Dispatch Board Tips & Tricks
- Interacting With The Dispatcher This guide shows what is happening in the office between the Field Tech’s mobile app and the Dispatcher’s office interface
Reports and Custom Fields:
- Create and use Reports
- Use Custom Fields
- Customize your Work Order Footers
- Use Reports as a Search Tool
Other Helpful Procedures:
- Backdating Work Orders in Intuit Field Service Management
- Activating the Merchant Services so you can take credit card payment in the field
- Advanced Inventory integration with Intuit Field Service Management
- Calculate technician on-time performance
- Get prepared for internet outage or maintenance windows when you may not be able to access FSM
- Update the configuration of Equipment and Attributes
- How to show Time Stamps on printed Work Orders
More advanced topics: visit Maximize Your Subscription
Evaluating our software with a free 7-Day Test Drive? Visit this guide to get the most out of your free 7-Day Test Drive.