Training Library
FCS Admin: Configuration
- Billable and Non-Billable Users in FCS
- FollowupCRM Integration Instructions
- Changing the Number of Records Displayed in Your Contacts View
- Creating a Spanish Deficiency List
- What is an Independent Rep?
- How to Troubleshoot an Error Message
FCS Core: CRM
- How to Edit Fields at the Company Page
- Adding a Composition photo in the desktop client view mode.
- How to Filter "Bad Credit" Customers
- How To Delete A "Documents" Template
- Exporting FCS CRM data
- Differentiating Prospects, Candidates and Clients
FCS Core: 5.0 Mobile
- How does a service technician and service helper punch in and punch out of TimeCard
- How to "Force Enable Zoom" on android devices
- Troubleshooting your Mobile Schedule
- How to do a TakeOff in Mobile
- How can I add a Company on my Mobile Device?
- How can I manage my Deficiency Library from Mobi 5.0?
FCS Core: Companies
FCS Core: Properties
- Adding property specific notes
- Changing the Group a Property Belongs to
- Changing Section Numbers and Outlines to an Aerial Image
- Creating a 'Documents' Tab Template
- Adding bill to address
- How do I merge two properties into one?
FCS Core: Documents and Proposals
FCS Sales: Inspections
- Plotting Deficiencies in the Desktop
- Inspection Report: Budget vs. Proposal
- Attachment Library - Adding Documents ( I.E. Terms & Conditions, PDFs, Etc.)
- What do I do if my report is not updating?
- Inspection PDF is being emailed
- Plotting Deficiencies on the Desktop
FCS Sales: Qwikbid
FCS Sales: Opportunities
FCS Sales: Client Portal
- Client Portal Mobile Login
- Populating the Budget Matrix in Client View Mode
- Resetting Passwords for Portal Users
- Client Portal login Panel
- My customer cannot access their properties
- Populating Budget Matrix Values
FCS Service: Dispatch Board
FCS Service: Project Scheduling
FCS Service: PowerBoard
FCS Service: Service Ticket
- ★ Adding a Rooftop Maintenance (RTM) to a property
- Ability to make changes to deficiency plot points from the service ticket on your desktop.
- Performing Service Work in the Field
- Service Dispatch Approval Process
- Scheduling a RTM
- Record Payment for a service dispatch.
FCS Service: Invoice
- Setting and Applying Surcharges in FCS
- Creating a credit memo invoice within FCS
- Audit Log Of Who and When Invoices Were Modified
- How To Edit An Invoice ID
- Creating Multiple Invoices on the Same Service Dispatch
- Regenerating an Invoice
FCS Service: Exports
FCS Production: OPM (Online Project Monitoring)
- Production: Differences between OPS 1.0 & 4.0 projects.
- Understanding Production Backlog, In Progress, and Complete. Your Superintendent Dashboard.
- Ability to edit AIA billing
- How To Approve OPMs
- Time Card Management and Export
- Archiving/Un-archiving Production Jobs
FCS Production: Invoicing
FCS Direct: Contractor Webinars
- Performing Inspections
- Ordering Materials
- Creating Take Offs
- Building Templates
- Presenting Proposals
- Deficiency Library
Support Center
General FAQ's
- Blocked Emails & "Message not accepted for policy reasons" Error Messages
- Viewing your FCS Support Tickets
- Creating an FCS Support Login
- Deactivating a User
- Adjusting the default invoice due time period on invoices
- Adjusting the Default Number of Properties Displayed per Page
User Guides
- FCS Standard - Performing Service Work in the Field
- FCS Enterprise - Client Portal User Guide v3.0
- FCS Enterprise - Estimate Systems and Templates v1.0
- FCS Enterprise - Accounting Process Options v1.0
- FCS Enterprise - Mobile App Installation v2.0
- FCS Enterprise - Sales Module v3.0
Release Notes
- FCS Enhancements (October 08, 2019)
- FCS Enhancements (September 17, 2019)
- FCS Enhancements (August 27, 2019)
- FCS Enhancements (August 6, 2019)
- FCS Enhancements (July 16, 2019)
- FCS Enhancements (June 25, 2019)
FCS User Forum
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