Welcome to Part 2 in a video series of how to set up and use Intuit Field Service Management. The goal of this series is to take you step by step through the product from initial setup, to integration with your QuickBooks Software to dispatching technicians, working with reports, and will even discuss the Time Card and Service Agreement add on modules on a later segment. We hope that you get great value out of these videos and if you have any questions on any part of the Intuit Field Service Management program, please call us at 866-949-7267 or click here to send us an email. Enjoy!
Video 2: Initial Set-up And Customization For Intuit Field Service Management For QuickBooks
This video covers the initial steps you will want to take before integrating Field Service Management to your QuickBooks Accounting software. These steps include setting up your personal and business preferences including details like hours of operation, service classes, work order and invoice customization, tax rates and more.
Have questions? Need help?
Still have questions or need help with Intuit Field Service Management? Give us a call at 866-949-7267 or leave a comment below. We would love to hear from you!