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1 11, 2018

Corrigo at #QBConnect 2018

By | 2018-11-01T14:33:58-07:00 November 1st, 2018|Conferences, Uncategorized|0 Comments

Each year, thousands of businesses attend the QuickBooks Connect conference in San Jose, CA. This is a great event with inspirational speakers, presentations on how to grow your business, and an exhibit hall with lots of exciting new products.

Corrigo provides the most trusted mobile work order management platform for field service management through its CorrigoPro products, that help your service business get more work done, get paid faster, and do payroll better with QuickBooks integration.

Corrigo’s booth will showcase the Intuit Field Service Management software for QuickBooks Online, Pro, Premier, and Enterprise. We look forward to seeing you in San Jose!

QuickBooks Connect 2018 Dates: November 5-7, 2018

Register Here

 

31 05, 2018

Corrigo at Scaling New Heights 2018

By | 2018-05-31T10:46:04-07:00 May 31st, 2018|Conferences|0 Comments

Visit the Corrigo booth at Scaling New Heights

Learn how to make money selling Intuit Field Service Management (IFSM)!!

Did you know that Intuit Premier and Authorized Resellers receive commission for selling IFSM and the sales revenue counts toward your annual sales minimum requirement for the Premier level?

  • Premier Resellers
    • 25% Commission residual paid on the monthly subscription renewal. 
    • Immediate revenue recognition for the IFSM license sale and for license increases/decreases.
    • Counts toward the $50K annual sales minimum requirement.
  • Authorized Resellers
    • 20% up front one-time commission payment based on annualized monthly recurring revenue.
    • Immediate revenue recognition for the IFSM license sale and for license increases/decreases.
    • Counts toward the $50K annual sales minimum required to qualify for Premier level.
  • ProAdvisor and Accountants – Corrigo has a program for you too!!
  • Affiliate Program
    • Partner with an Intuit Reseller who offers an Affiliate Program to place your IFSM order.  Most of the Resellers offering an Affiliate Program will compensate you for placing the order through them.  The form of compensation varies but, most will pay you a monthly residual for the sale.  The Reseller will also assist with demos, customer calls, customer training, and implementation services.  Contact Cheryl McElrath at Corrigo to be introduced to a Reseller who offers an Affiliate Program.

o   ProAdvisor Bonus Program

  • Contact Cheryl with the IFSM lead information and Cheryl will work the lead for you.  That includes providing a demo for you and/or the customer.  Place the order through Cheryl and you will receive a one-time commission payment equal to one month of recurring revenue.  For example, Sell 5 IFSM licenses at $35 per license per month and receive a bonus payment of $175.

o   QuickStart Program

  • IFSM setup and customer training program provided for $700.  Includes IFSM setup, QuickBooks integration setup, completion of first synchronization, and training for customer management, admins and field techs.

Product Training and Certification – It’s Free

If you have any questions about the IFSM Reseller or ProAdvisor programs or need assistance with IFSM, please contact me.  I am available to provide a free demo for you or your customers.

We’ll be at Scaling New Heights!!  Stop by and see us if you are there.  Booth #57!

25 10, 2017

Corrigo at QuickBooks Connect

By | 2017-10-25T12:56:47-07:00 October 25th, 2017|Uncategorized|0 Comments

Each year, thousands of businesses attend the QuickBooks Connect conference in San Jose, CA. This is a great event with inspirational speakers, presentations on how to grow your business, and an exhibit hall with lots of exciting new products.

Corrigo provides the most trusted mobile work order management platform for field service management through its CorrigoPro products, that help your service business get more work done, get paid faster, and do payroll better with QuickBooks integration.

Corrigo’s booth will showcase the Intuit Field Service Management software for QuickBooks Online, Pro, Premier, and Enterprise. We look forward to seeing you in San Jose!

Featured Speakers: Shonda Rhimes, Nate Berkus, Tyra Banks, Julie Rice

QuickBooks Connect 2017 Dates: November 15-17, 2017

Register Here

15 06, 2017

QuickBooks data integration with Intuit Field Service Management

By | 2017-09-12T09:31:00-07:00 June 15th, 2017|Getting Started, User Tips, Work Order Wednesday|0 Comments

Let’s talk about integration between IFSM and QuickBooks, and beyond!

This article describes built-in integration via the Corrigo Integration Client, as well as how to import information that is not part of our built-in integration.  Lastly, this article touches upon reporting and data exporting out of IFSM.

When you purchase your Intuit Field Service Management (“IFSM”) subscription, Corrigo provides you with a new database.  Next you’ll log in, access the Settings area, and configure the system (your company logo, hours of operations, technician skills, teams, services and categories, etc.).  Then you activate the integration between IFSM and your QuickBooks via our Corrigo Integration Client (IFSM integrates with supported  U.S. versions of QuickBooks Online, and supported U.S. versions of QuickBooks Desktop Pro, Premier, or Enterprise).

What data integrates between IFSM and QB?

  1. Active customer list in QB will sync to IFSM.
  2. Active item list in QB will sync to IFSM.
  3. As you make new customers or invoices or time card records in IFSM, these will sync into QB. Invoices syncing from IFSM into QB containing inventory items will decrement those inventory items accordingly inside your QB.
  4. Sales orders and invoices you create inside QB will never appear in IFSM. If you want a work order or invoice to appear in IFSM you must make it in IFSM and sync the invoice to QB if you want the invoice to appear in both databases.
  5. As part of IFSM’s integration with QB Merchant Services “Web Store”, payments taken inside the IFSM itself will sync “hand in hand” with the IFSM invoice into QB such that the invoice inside QB will show “Paid” without additional effort. However, IFSM payments taken outside of the IFSM (Square, Go Payment, etc.) will need to be manually associated with the appropriate invoice inside QB.

Importing Data or Work Order history into Intuit Field Service Management

Sometimes new IFSM customers were using a competing work order software package prior to their IFSM and want only some of the prior work order history and customer equipment list to appear inside IFSM. This is typically accomplished by enabling and creating back dated work orders.  There is no fee to make back dated work orders (only your own time and effort).

Sometimes new IFSM customers were using a competing work order software package prior to their IFSM and they want all of this work order history, as well as customer equipment list and attributes, to appear inside IFSM so all of the information is in one place. This is possible by hiring a professional services firm to use the SOAP language and the Corrigo web services API to push data into IFSM.

Sometimes new IFSM customers were using invoices in QB as “work orders” prior to their IFSM and they want these invoices in QB to somehow appear inside IFSM as work orders.  This is possible by hiring a professional services firm to use the SOAP language and the Corrigo web services API to push data into IFSM.

Exporting data out of Intuit Field Service Management

Sometimes IFSM customers wish to export data from IFSM.   This can usually be accomplished by creating a report inside IFSM.  Once you run your report you can save the output in the desired file format (XLS, CSV, XML, PDF…).

If you require the data in a very specific data format (often called an EDI), this can be accomplished by hiring a professional services firm to use the SOAP language and the Corrigo web services API to export data out of IFSM in the file format you require — and even push this data into another system.

Additional Resources

Additional questions related to data export should be directed to Corrigo Support.  Our Support team will assist, as well as introduce you to a professional services firm to use the SOAP language and the Corrigo web services API to help you achieve your data import/export goals.

26 05, 2017

Updated Phone Number

By | 2017-05-26T14:43:36-07:00 May 26th, 2017|Uncategorized|0 Comments

There’s a new phone number available for Intuit Field Service Management sales!  If you are not already working with an Intuit Reseller or Intuit account manager and are ready to buy IFSM or add more users to your existing IFSM, please use this new dedicated toll-free number:  844-832-2901 and press “1” for Sales.

For technical support, to reduce users, or to suspend your subscription, please refer to our Support page.