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FCS Roofing Software
Training Library
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 25 articles
FCS Core: 5.0 Mobile
Punching In/Out of TimeCard
How to "Force Enable" Zoom on Android Devices
Troubleshooting Your Mobile Schedule
How to Do a TakeOff in Mobile
Adding a Company on Your Mobile Device
Managing Your Deficiency Library From Your Mobile Device
See all 9 articles
FCS Core: Companies
Adding a Client's Logo to a Report
FCS Core: Properties
Adding Property-Specific Notes
Changing the Group a Property Belongs To
Changing Section Numbers and Outlines For 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
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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
FCS Export to QuickBooks Via Transaction Pro
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
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