Settings

Configure Email Address and Alerts Settings

By fsmsales| 2017-08-11T16:13:56-07:00 December 2nd, 2015|Getting Started, User Tips|0 Comments

You’ll want your own company email address to appear in the “From” field when email is sent from Intuit Field Service Management to your customer. Be sure to change the setting from “Corrigo” to your own company email address. (Click images below for higher definition.)

Configure “from” email address

Go to Settings / Work Orders / Alert Settings

Change the email address and click Save.

Configure email alert format

While you are in the Alerts section you can configure Intuit Field Service Management to send alerts to Customers in one of three formats. Two formats allow for you to select which attachment file template to use.

Update Work Order Numbering

When you first subscribe to Intuit Field Service Management you will likely review our First Time Setup video. While not covered in the video, we want to point out you can configure your work orders in IFSM to start at a number other than “001”. You can also configure how many digits the work order numbers will have before they roll over to “000”. You can also configure a unique prefix for work orders within each work zone.

To update the Work Order Numbering:

Go to Settings/Work Zones and click Edit on the right side
Scroll down to option 5, Work Order Numbering
Choose Custom and click Change
Input the desired starting number and choose the desired number of digits from the drop-down menu.

Configure Email Address and Alerts Settings

Configure “from” email address

Configure email alert format

Update Work Order Numbering