Intuit Field Service Management Setup And Support

Corrigo powered Intuit Field Service Management (IFSM) is a web-based work order scheduling and dispatching system. IFSM helps you in integrating with QuickBooks Online US and all US versions of QuickBooks Desktop. It also comes with a mobile application for the field technician’s Apple and Android mobile devices.

Intuit Field Service Management provides

• Real-time updates from the field
• Efficient job scheduling
• On-the-spot invoicing & payment capture

Intuit and Corrigo provides combined shared support services for Intuit Field Service Management.

Sign up or purchase additional seats

You can sign up for your free seat or purchasing additional seats, you can contact our Intuit Support department by dialing +1-866-701-7446 toll-free.

Once you are done with processing IFSM, you can expect the following options from Corrigo within the next 8 business hours.

• You will receive an email containing your login information along with a confirmation that your subscription is ready.
• A follow-up call to ensure you are able to log in and get started.

If a follow up call from Corrigo is not received, you have to get started as soon as possible. If you have any kind of query about the Intuit Field Service Management, you need to contact the Corrigo Pro Specialist Team.

Invoice Numbering

While configuring the synchronization settings between IFSM and QBO, you need to check the number of invoices and how those invoices are shown in QBO.

If you opt the When Invoices are copied use QuickBooks Online numbering option, the invoice in QBO will be the next invoice inside QBO.

If you opt the When Invoices are copied use Service Management numbering, ensure that any manually created invoices in QuickBooks Online containing a different number format than the invoices syncing from IFSM. The invoice in QBO will be overwritten by new invoice from IFSM if there is any existing invoice number in QBO which is similar to one that you synced from IFSM.

The database structure of QuickBooks Desktop is different than QuickBooks Online. If you’ve subscribed to IFSM, make sure to support documentation before migrating QuickBooks Desktop data to QBO.

Existing Field Service Management customers migrating from QB Desktop to QB Online

Go to the Intuit Field Service Management site and follow the onscreen prompts before migrating your QuickBooks Desktop data to QuickBooks Online. If you fail to perform the steps, you may even lose your QuickBooks. Contact QuickBooks Data Services for more information.