Ongoing Success

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