Scheduling & dispatching software for QuickBooks Online and Desktop software! This 27-minute in-depth video (July 2017) covers how your Service team uses the scheduling, dispatching, service history seen in the office, then shows the mobile App used by the field tech to capture work order notes, create invoices, capture signature, and get paid. Lastly, it shows how the invoices and payments sync into QuickBooks for your Accounting team. Contact Intuit Sales @ 844-832-2901 or visit QuickBooks.Corrigo.com to learn more! Intuit Resellers and ProAdvisors should contact Cheryl McElrath @ 214-838-3668
Fast forward to these specific topics by time stamp:
• Product overview, high level benefits @ 00:00
• Four views of the Dispatch board @ 3:17
• Make a work order @ 4:20
• Assign the work order by tech GPS, customer location, availability, skills @ 6:14
• Using the mobile app @ 7:55
• Taking photo @ 11:00
• Capture work order signature @ 12:32
• Create invoice and take payment @ 13:00
• Capturing invoice payment, invoice signature, and email customer @ 14:25
• Completed work order details back in the office @ 15:39
• Sync with QBES (customers, invoices, payments, quantities, etc.) @16:21
• Historical GPS tracking @ 18:40
• Reports and Data Export overview @ 19:00
• Optional Service Agreement module @ 20:33
• Optional Time Card module @ 22:56
• Pricing, Test Drive, How To Purchase, and additional website with all videos @ 24:26
