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
See all 30 articles

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
See all 26 articles

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?
See all 10 articles

FCS Core: Companies

• How do I add my clients logo to a report?

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?
See all 8 articles

FCS Core: Documents and Proposals

• Using the Attachment Library
• How to add an image to a document template

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
See all 8 articles

FCS Sales: Qwikbid

• Performing a Qwikbid from a desktop interface

FCS Sales: Opportunities

• Adding Opportunity Products
• How can I map out my Opportunities?
• Can I add additional tracking fields to my 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
See all 8 articles

FCS Service: Dispatch Board

• How do I Archive/Unarchive dispatches?
• How do I delete a Dispatch (Service Work Order)?
• Adding/Removing fields (columns) on my dispatch board view

FCS Service: Project Scheduling

• How do I access my operations calendar within my desktop interface?
• How do I access my operations calendar? (Mobile)

FCS Service: PowerBoard

• Marking a Technician as Unavailable on the Powerboard
• Scheduling a Service Ticket for Multiple Days
• Expanded view on PowerBoard
• Putting users the PowerBoard
• How do I make a service technician unavailable?
• How do I set an arrival time to a Dispatch?

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.
See all 12 articles

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
See all 10 articles

FCS Service: Exports

• Choosing the right Export

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
See all 11 articles

FCS Production: Invoicing

• Adding A Change Order In AIA Billing
• FCS Production AIA Billing
• How do I 'Bill to' the manufacturer for warranty service work?

FCS Direct: Contractor Webinars

• Performing Inspections
• Ordering Materials
• Creating Take Offs
• Building Templates
• Presenting Proposals
• Deficiency Library
See all 8 articles