TRAINING VIDEO LIBRARY

  • All
  • Dispatch Board
  • Flags
  • Invoices
  • Maintenance
  • Mobile
  • Reports
  • Settings
  • Work Orders

Outstanding Work Orders by Tech

How to generate a report to see outstanding work orders per technician
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Field Service Management Demonstration

You can download the app Intuit Field Service Management on a tablet or phone
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Estimates: Intuit Field Service Management Mobile Application

Using the Intuit Field Service Management mobile app for estimates
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Preventative Maintenance IFSM

Adding PMs to your customers with Intuit Field Service Management
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Adding Equipment under a customer profile

How to add equipment under a customer profile
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Adding Equipment and Equipment Attributes

This video is about adding equipment and equipment attributes inside Intuit Field Service Management
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Credit card Processing with Intuit Field Service Management 

Processing a credit card with Intuit Field Service Management.
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Assigning yourself a work order

Assigning a work order to yourself with Intuit Field Service Management
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Map View

Intuit Field Service Management: Dispatch board Map View
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Creating a work order

How to create a work order.
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The on-call weekend service technician

Creating work orders on the weekend from your phone.
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Dispatch Board Schedule View

Using the dispatch board schedule view
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Adding Equipment Types

This video shows how to add equipment types under settings
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List View Dispatch board

This video is about Intuit Field Service Management's Dispatch board.
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Setting Flags Feature

This video will discuss communicating to your techs in the field using the Setting Flags feature with Intuit Field Service Management.
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Mobile Adding a Discount

This video is about Mobile-Adding a discount
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Estimates and standard invoices

Invoices synchronize with Quickbooks
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Invoices with Intuit Field Service Management

This video shows you how to push invoices over to Quickbooks.
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