Add a Site to a Customer
Your customer has opened a new location, or perhaps corporate is in a different location then the job – Intuit Field Service Management allows you to have several sites under one company. These flow as...
View ArticleHow to Create a New Work Order
Now that your file is set up, it is time to start using Intuit Field Service Manager and create work orders. This video takes you through the process of creating, scheduling, and dispatching the work...
View ArticleCreating a New Customer
When your dispatcher takes a call in, many times it can be a new customer needing some work to be scheduled. This video shows you how to set up the new customer and the different fields available.
View ArticleCompleting a Work Order
For those who use the internet connection to complete the work order process, this video takes you through the steps to mark a job complete. You learn pick up, en route, start, perhaps pause, resume,...
View ArticleCreate a New User
Your file is set up, but now you need to set up your technicians, dispatchers, managers, and administrators in Intuit Field Service Mangement. This video shows you these roles as well as how to set up...
View ArticleFilter Work Orders by Location or Route
In larger companies, there are several dispatchers responsible for different locations or routes. This video shows you a good way to filter your work orders so the dispatchers are only responsible for...
View ArticleCreate an Invoice
Though the technician can finalize the invoice in the field on his mobile device, sometimes it is up to the dispatcher to complete the work order and create the invoice for processing into QuickBooks...
View ArticleCreating a Custom Report
Intuit Field Service Management has a build in custom report builder making it easy to create reports necessary to run your business. This video takes you through building a custom report – giving you...
View ArticleAudit Trail On Map Using GPS
Your customer has called and claims your tech never showed up for the job. If your technicians are using GPS enabled mobile devices, Intuit Field Service Management allows you to track their movements...
View ArticleAudit Trail For Work Order
Similar to QuickBooks financial, Intuit Field Service Management has an audit trail that is always on for your work orders and invoices. This video shows you how to find the audit trail and how it can...
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