Mobile App | Intuit Field Service Management for QuickBooks

13 06, 2017

Editing Work Order Assignments via the Mobile App

By fsmsales| 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/

Create New Customers In The Field

By fsmsales| 2017-08-11T16:13:59-07:00 August 25th, 2015|Android, Getting Started, iPhone, Mobile|0 Comments

This video shows how your field service technician can create a new customer in the field via the Intuit Field Service Management mobile app.

Typically your office dispatcher or your QuickBooks user(s) create new customers. However, sometimes your field service techs may need to create a new customer in the field. Once the customer is created the tech can proceed with the “work order wizard” to capture the problem and assign the work order to himself/herself. (Note: the Field Supervisor role can use the mobile app “Team Work” menu area to re-assign team work.)

More videos for your field techs on our Best Practices page.

Service Techs: Using the Intuit Field Service Management Mobile App

By fsmsales| 2017-08-11T16:13:59-07:00 April 21st, 2014|Android, Getting Started, iPhone, Mobile|0 Comments

For your service & installation technicians: How to use Intuit Field Service Management mobile app on Apple iphone/ipad or Android phone/tablets to access appointments, update work order status, access service history, capture photos, capture customer signatures, create invoices, and take payments in the field that integrate with QuickBooks back in your office.

Vimeo full screen