Tag Archives : IFSM Help

Intuit Field Service Management: How to find a service ticket –

  Finding a Service Ticket * This is your find box. Each area in IFSM has this search box.  Tip: If you just created a Service Ticket, a link for it appears at the top of the List of Service Tickets. (Show me)  It will also be available in the Recent Items list. *You can […]

Looking for a service ticket


Intuit Field Service Management: Adding a Discount or Credit to an Invoice – QB Services, LLC

Apply a Percentage Discount to the Invoice Total From the Invoice Detail screen, select Add to create a line item. Once all line items have been entered, check the Discount box in the Invoice header. Click on the Discount drop down and select Percent to take a percentage discount on the total invoice amount. Enter […]

Intuit Field Service Management: How to Assign a Work Order – QB Services

Assigning a Work Order to a Tech   You can assign a Work Order to a Tech from several different places. While Creating a Work Order   On the Assignment page: (Optional) Check the Filter by Skill box  to see only those Techs who match the Skill required for this Work Order.     Select […]


Use Timestamp

QB Services: How to show Time Stamps on printed Work Orders « Intuit Field Service Management

How to show Time Stamps on printed Work Orders Many service sequesters both residential and commercial customers want to see the actual time stamps for work time start and work time completion on the printed work order. To show these time stamps log into Field Service Management as a Manager/Admin. Click Settings On the left side […]