Intuit Field Service Management setup and support

Intuit Field Service Management (IFSM), powered by Corrigo, is a web-based work order scheduling and dispatching system designed for service, installation and repair companies. IFSM integrates with US versions of QuickBooks Online (QBO) and all US versions of QuickBooks Desktop (Pro/Premier/Enterprise). It also has a mobile app 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 share support coverage for Intuit Field Service Management. To save time and prevent misdirected contacts, visit the Intuit Field Service Management First Time Use page.

Sign up or purchase additional seats

To sign up for your free seat (one included with each QuickBooks Desktop Enterprise subscription), or to purchase additional seats, please call our Sales Team at 844-832-2901 (Mon-Fri, 6 am to 5 pm PT) and choose option 1.
Note: See Intuit Field Service Management website for pricing per seat.

After processing your IFSM, you can expect the following from our partner Corrigo within the next 8 business hours.

• An email of your login information and a confirmation that your subscription is ready.
• A follow-up call to ensure you are able to log in and get started.

Upon activation, visit https://qblogin.corrigo.com/ to access your account.

If you do not receive a follow up from Corrigo, you need to get started sooner, or you have questions about Intuit Field Service Management, please call Corrigo Pro Specialist Team at 800-517-2871 (Mon-Fri, 8 am to 8 pm ET) or email them at support@corrigo.com.

Invoice Numbering

During the configuration of the synchronization settings between IFSM and QuickBooks Online, pay attention to the numbering of invoices and how these invoice numbers will appear in QuickBooks Online.

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

If you use the When Invoices are copied use Service Management numbering, make sure any manually-created invoices in QuickBooks Online have a different number format than the invoices syncing from IFSM. If there is an existing invoice number in QuickBooks Online that is identical to one syncing from IFSM, the invoice in QuickBooks Online will be overwritten by the new invoice from IFSM.

See Integration with QuickBooks Online

The database structure differs between QuickBooks Desktop and QuickBooks Online. Subscribers of IFSM should pay attention to support documentation prior migrating QuickBooks Desktop data to QBO.

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

Please follow these steps in the Intuit Field Service Management site prior to migrating your QuickBooks data from QuickBooks Desktop to QuickBooks Online. Failure to follow these steps will result in duplicated Items and possibly lost data in your Intuit Field Service Management account “IFSM”.

Questions? Contact Corrigo Technical Support at 800-517-2871.