Automating Field Service in 10 minutes

Atduty Field Service is a powerful application but very easy to setup. To begin, all you need is an account at Intuit’s AppCenter website at appcenter.intuit.com, a computer with a supported browser and an internet connection.

• After logging into your App Center account, search for Atduty Field Service application
  

• Click the icon and the application will automatically setup your account in Atduty. After loading you will see a Desktop style screen as shown in the picture
  

• Click on Atduty Settings and fill in the appropriate information. If you use QuickBooks then you can sync your QB data with Atduty. Anytime you make a change in QB, system will automatically import your changes into Atduty. Look for another blog “Native connection to QuickBooks” to learn more about how syncing works.

• Once you are satisfied with imported data (or manually entered into Settings), you can move on to Resources and Customers. Again, all employees, vendors and customers are synced with QB. This syncing is both ways means you can change data in either QB or Atduty and system will keep both applications in sync. Though we discourage making updates to both applications frequently but it is possible to do so.

• Optionally, you can also add company vehicles, company assets, crews and customer equipment to suit your business need.

• You are done preparing your field data. Now you can create your 1^st Work Order. Keep in mind that though you can create and save a work order, you cannot dispatch it yet until you connect a mobile device to your resource. Alternatively, you can go the good old way by printing route sheets and handing over to your field workers. Refer to another blog “Connect a mobile to Atduty Resource” to learn how to dispatch work orders.

• You can manually mark a work order as Completed if you are not yet ready to use mobile devices. Once work order is completed the application automatically creates a related invoice with all necessary information that you can access by clicking Invoices icon. Here you can manage your invoice items, tax and payment information.

• Atduty automatically exports your invoice to QB and any changes you make to it are also updated back into QB. This way you can switch to QB and use many other invoicing features such as Invoice templates, e-invoicing and accepting payments in QB without worrying about changes to your data in Atduty. Remember that any change you make to invoices in QB are NOT updated back into Atduty to maintain security and data consistency.

• When you accept and apply payment in QB, Atduty automatically syncs the payment back into the application against the related invoice.

• By clicking Reports icon, you can access many useful reports related to your customers, employees, billing and expenses. You can group the reports the way you want and also view corresponding pie chart.

• As you become used to the UI you will find many inherent features through out the application such as data filtering, column show / hide, section show hide, sorting on columns, printing grids and exporting grid data to your Google Docs account.