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
• 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)

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

Other Helpful Procedures:

• Activating the Merchant Services so you can take credit card payment in the field
• 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

More advanced topics: visit Maximize Your Subscription