Intuit Field Services Management (IFSM) Setup Services is a comprehensive suite of activities that covers all necessary steps from initial configuration through launch and includes over 10 hours of training. Click the PDF link below for a download of the details.
- Updating QBDT
- Syncing between QuickBooks and IFSM
- Merchant setup between IFSM and QuickBooks
- Setup of IFSM and office training
- Technician training on IFSM app
- Office training (part two)
- Time Card Module and Service Agreement Module training
- Technician Q&A
Each training session is recorded and sent to you after each session.