Intuit Field Service Management (IFSM), powered by Corrigo, is a web-based work order scheduling & dispatching system developed and designed for the QuickBooks service, repair, and installation companies. IFSM integrates QuickBooks Online (US versions) and QuickBooks Desktop (Pro/Premier/Enterprise) (US versions). It also has a mobile app for the field technicians in Apple as well as Android mobile devices.
Intuit Field Service Management supplies such functions, in which you are able to handle and schedule almost everything. Such as Jobs, staff members, and inventory in the fields as well as clients. It can conveniently install as well as handle businesses efficiently. It has additionally a mobile application whereby the services can be accessed from anywhere. This app is available for apple and android tools.
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Intuit Field Service Management endows following features:
- Real-time updates from the field.
- Proficient job scheduling.
- Time card integration
- A smart Work Order Management
- Instant invoicing & payment capture.
- Mobile invoicing, payment & signature capture
Intuit and Corrigo both share the support coverage for IFSM. If your intend to talk to any of the Intuit or Corrigo executives for support, then it might be possible that you find their line busy. To avoid long hold time, you can get in touch with our QuickBooks Support team immediately.
Sign up/buy extra seats
In case, you want to sign up for the free seat (one incorporated with each QB Desktop Enterprise Solutions subscription), or to obtain additional seats, you can reach to their Sales Team or our Intuit Certified QuickBooks ProAdvisors (Mon-Fri, 6 am to 5 pm PT).
Note: Make sure that you see the pricing per seat for the Intuit Field Service Management from their official website.
Once the IFSM is processed, you can anticipate the following from the partner Corrigo or from us within the next 8 business hours.
- Login information & a subscription confirmation via email.
- Receive a follow-up call to confirm that user is able to log in & get started.
After activation, visit => https://qblogin.corrigo.com/ to open or access the user account.
User-added image
In case, you don’t get a follow up from Corrigo, then you suppose to get started faster, or if you have query about the Intuit Field Service Management, you can make a call to the Corrigo Pro Specialist Team (Mon-Fri, 8 am to 8 pm ET) or Email ID: [email protected]. On the flip side, if you take our services – you can come directly to our QuickBooks online expert professionals.
Invoice Numbering
While configuring the synchronization settings between the Service Management (IFSM) and QuickBooks Online (QBO), pay concentration to the invoices number & how it will show in QuickBooks Online (QBO).
In a situation where you use the ‘When Invoices are copied uses QuickBooks Online numbering’ option, then the invoice in the QuickBooks Online will be the next invoice inside QuickBooks Online.
If you use the ‘When Invoices are copied use Service Management numbering’ option, ensure that any manually built invoices in QuickBooks Online (QBO) possesses a different number format than the synced invoice of the Intuit Field Service Management (IFSM). If in any circumstance there is an existing invoice number in QuickBooks Online (QBO) that is same or identical to one of the synced invoices of Intuit Field Service Management (IFSM), then the invoice in QuickBooks Online (QBO) will be overwritten by the new invoice from the Intuit Field Service Management (IFSM).
The database structure may vary in QuickBooks Desktop & QuickBooks Online (QBO). Subscribers of Intuit Field Service Management (IFSM) should pay attention to support documentation before QuickBooks Desktop data migration to QuickBooks Online (QBO).
Steps to set up basic settings for Intuit field service management
You can perform the below steps after logging in to it. You can check out the basic settings as first, which include:
- Settings
- Terminology
- Time zone
- Service package
- Categories and services
- Uploading company logo
- Verifying subscripotion details
Existing Field Service Management customers migrating from QB Desktop to QB Online
Kindly follow these steps in the IFMS site before migrating the QuickBooks Desktop data to QuickBooks Online (QBO). Failure to follow these steps will result in duplicated Items and probably lost data in the Intuit Field Service Management account “IFSM”.
Winding Up
We hope that this informative blog endows you proper knowledge of how much Intuit Field Service Management (IFSM) is important for the business. If still you seek expert advice, get a deep conversation on this topic or any support related to QuickBooks. Dial our dedicated toll-free QuickBooks help number .i.e. ++1-800-360-4183.
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FAQs Related to Intuit Field Service Manager
You can follow these steps, in case you are a new user, or you want a separate user account for yourself:
1. Move to the Intuit Accounts page
2. After that choose the create an account link
3. Once done with that, enter your email address and phone number
4. Create a password
5. When you are ready, choose create account.
You will have to have an Intuit account to sign in when you create a new company file. You also need it when using a connected service like payments, payroll, receipt management, or QuickBooks Time.
You can do that by:
1. Heading to www.quickbooks.com/account
2. Entering the User ID and password and opting for login.
3. In the account information box, you need to choose edit to make changes to the company address, company phone, or email.
Yes, Intuit field service management has a mobile application for android mobile and apple devices, specially designed for field technicians.
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