Intuit Field Service Management Setup

by James Antonio

Intuit Field Service Management or known as its acronym form IFSM, is a web-based work order scheduling and dispatching system, powered by Corrigo.

It has been designed specifically for companies who are into service, repair, and installations. It can integrate itself with the version of QuickBooks Desktop (Pro/Premier/Enterprise) and QuickBooks Online (QBO).

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What is Intuit Field Service Management?

Intuit Field Service Management is one of the most accredited tools with which all your worries about technician productivity, order status, receivables, etc are now at rest. It helps in simplifying your business by giving you control over all assets with a web-based work order scheduling and dispatching system, powered by Corrigo.

Working in complete sync, Intuit Field Service Management is compatible with all the latest versions of QuickBooks Desktop (Pro/Premier/Enterprise) and QuickBooks Online (QBO).

Why use Intuit Field Service Management?

The most notable primary reasons to justify why should you use the Intuit Field Service Management are:

  • Intuit Field Service Management helps with real-time updates that are fetched from the field
  • Job scheduling gets amazingly better with Intuit Field Service Management
  • You can now do spot-invoicing with a built-in feature on Intuit Field Service Management
  • Schedule shuffling
  • Enhanced first-time rate-fixing based on equipment service data
  • GPS and Mapping Features
  • Paperless with wireless work orders

How to Login Intuit Field Service Management

This article will help you to get started with Intuit Field Service Management Setup.

Before getting started further, the first thing that primarily needs to be done is purchasing a subscription to Intuit Field Service Management. To do this, you need to place an order from the official website.

You can also purchase the subscription by contacting your local QuickBooks Solution Provider. Once you have got the Intuit Field Service Management to account activated, confirmation of the same containing login instructions and credentials will be sent to your registered email ID.

How to Setup Intuit Field Service Management

After logging in to the same, follow the steps which are from here laid out to guide you on how to use Intuit Field Service Management.

Let’s get started with the basic settings setup which includes of:

  • Settings
  • Terminology
  • Time Zone
  • Service Package
  • Categories & Services
  • Uploading Company Logo
  • Verifying Subscription Details
Basic Settings Setup

Basic Settings Setup:

Step 1: Login into Field Service Management with the provided credentials

Step 2: Click on the Settings tab

Terminology Settings

Step 1: Tap on Company and choose Terminology

Select which terminology suits the best for your business. This step is for maintaining the consistency of terminology for your business.

Time Zone Settings

Step 1: Click on the Settings tab

Step 2: Choose Work Zone, followed by tapping on the Work Zones

Step 3: Tap on the edit link which is located on the right

Step 4: Choose your respective time zone listed on the drop-down on the Edit Work Zone page

Time Zone Settings

Step 5: Press on OK

Service Package Settings

Step 1: Click on the Settings tab

Step 2: Tap on Model Your Business

Step 3: Find Service Packages

Step 4: Make a click on the Set Categories & Services link

Service Package Settings

Categories & Services Settings

Categories are like buckets that hold the services that your business provides. Thus, that being said, you need to add a service to each category.

You can start by adding 2-3 categories, under which 5-6 services for each category. Advisory does not add more than 9 categories/services.

Uploading Company Logo

Step 1: Click on the Settings tab

Step 2: Select Company

Step 3: Choose Upload Logo, followed by clicking on Edit

Uploading Company Logo

Step 4: Locate the folder in which you have your company logo file and upload it

Step 5: Tap on the Save link

Verifying Subscription Details

Step 1: Click on the Settings tab

Step 2: Select Company

Step 3: Select Subscription Details

Verifying Subscription Details

Basic Financial Configurations:

Once you are done with the Basic Settings of the Field Service Management, you need to make sure that along with that, you also need to get a few of the basic financial configurations done.

This is vital because it would decide for smooth synchronization between QuickBooks and Field Service Management.

Basic Invoice Settings

Step 1: Tap on the Settings

Step 2: Choose Financial

Step 3: Select Basic Invoice Settings

Basic Invoice Settings

Posting Invoices Settings

Step 1: Tap on the Settings

Step 2: Choose Financial

Step 3: Click on Posting Invoices and start updating the setting with respect to On Customers

Posting Invoices Settings

Do you feel that now it would be much easier for you to understand the entirety of the Intuit Field Service Management Setup? If yes, then this article must have made justice to the efforts of being reached to you.

However, while doing the Intuit Field Service Management Setup, if you feel some blocks or glitches are hindering your way, you might need professional help. Reach out to the experts who are here to assist you with the Intuit Field Service Management Setup.

Accounting Professionals, CPA, Enterprises, Owners

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Which Microsoft Windows Operating System Versions are Compatible with using Intuit Field Service Management?

The Microsoft Windows operating system versions that are compatible with using Intuit Field Service Management are:

Microsoft Internet Explorer 9 or higher
Firefox 12 or higher
Google Chrome

What Desktop Configurations are Compatible for using Intuit Field Service Management?

The desktop configurations that are compatible for using Field Service Management are:

1024 by 768 Screen Resolution
1 GB RAM
At least 2 GHz processor
1 GB available hard-disk space

Does Intuit Field Service Management has a Mobile Application?

Yes. Intuit Field Service Management has a mobile application for Android mobile and Apple devices, specially designed for field technicians.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

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Exports

Deletes

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Customization

Customization

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Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

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Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

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Inventory Transfer
Vehicle Mileage

Technical Details

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Pricing includes coverage for users
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  • Unlimited Users
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Accountant Premium

*See our Pricing for up to 50 Company Files.

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Pricing includes coverage for users
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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

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You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


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To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


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How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

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What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

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Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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