Editor's Note: This article is a reprint of Corrigo’s monthly tips for users of Intuit Field Service Management posted on their News & Blog at http://quickbooks.corrigo.com/news.
June's topic: Editing Work Order Assignments via the IFSM Mobile App
Begin by looking at the Team Work area of the technician’s mobile app. This area is where field supervisors can view and manipulate work via the mobile app.
Keep in mind that the Team Work menu choice is available to mobile login users with the following roles: field supervisor, manager, dispatcher.
- For Apple device users, access the Team Work area of the Intuit Field Service Management mobile app. Click on the “box with arrow” graphic in the lower right of the "My Work" screen.
- For Android device users, access the Team Work area of the Intuit Field Service Management mobile app, it depends. You'll either click on the “three dots” graphic in the upper right of the "My Work" screen or press the Menu button on the phone itself.
Inside the “Team Work” area of the Intuit Field Service Management mobile app, you can:
- View workload (name of each technician and number of work orders)
- View Unassigned work orders
- Assign the Unassigned work orders
- View “Needs Acceptance” work orders (coming in from the Corrigo Work Order Network)
- View Flagged, Waiting For Pick Up, Picked Up, Completed Today, Cancelled Today, and On Hold work orders
- Define Scope by service teams or dispatch centers
For all the details and a video of the process, see the Corrigo website.
If you have questions about how to use Intuit Field Service management, call the Corrigo Support team Monday-Friday, 8 a.m. (EST) to 8 p.m. (EST) at 800-517-2871.
Corrigo has partnered with local experts providing value-added services for both QuickBooks and Intuit Field Service Management. These local experts can provide consultative initial setup, configuration for your office and training for your personnel. Corrigo local IFSM experts are listed at: http://quickbooks.corrigo.com/local-experts/