Training Library

FCS Core: Getting Started

• Rearranging Icons within your Toolbox
• Device Optimization / Mobile App Setup
• Trouble logging in?
• Reset Password
• Managing Employee Notifications
• How do I enable/disable tools in a User's toolbox?

FCS Core: CRM

• Can I filter my prospects by zip code radius?
• Can I pull a list of all of my customers? (Account manager)
• Can I filter my prospects by zip code radius?
• Filters and Searches in Contacts
• I do not see any records in my contacts list!
• Import Guide
See all 19 articles

FCS Core: 5.0 Mobile

• 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?
• How can I manage my Material Library from Mobi 5.0?
• How do I punch in to start my day from the mobile version?
• How do I mark a quoted opportunity sold through the mobile version?
See all 7 articles

FCS Core: Companies

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

FCS Core: Properties

• Adding bill to address
• How do I merge two properties into one?
• Replacing Aerial Images.
• Can I move Properties?

FCS Core: Documents and Proposals

• How to add an image to a document template

FCS Sales: Inspections

• Adding a Terms and Conditions PDF to an Inspection Report, from the Attachment Library
• What do I do if my report is not updating?
• Inspection PDF is being emailed
• Plotting Deficiencies on the Desktop
• How to create Custom Report Covers
• Guide to Inspection Report Editing

FCS Sales: Qwikbid

• Can I perform a Qwikbid from my desktop interface?

FCS Sales: Opportunities

• How can I map out my Opportunities?
• Can I add additional tracking fields to my opportunities?

FCS Sales: Client Portal

• How Do I Reset Passwords for Portal Users?
• Client Portal login Panel
• My customer cannot access their properties
• Populating Budget Matrix Values
• How do I create Portal User?
• Can I upload documents for my customer to have access to in their portal?

FCS Service: Dispatch Board

• How do I Archive/Unarchive dispatches?
• How do I delete a Dispatch (Service Work Order)?
• How do I add/remove 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

• 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

• I cannot edit a Dispatch
• Managing Before and After Photos
• How do I create a Service Dispatch?
• How do I attach a file to my service invoice?
• How can I mark up my materials?

FCS Service: Invoice

• Why does my Invoice say PAID IN FULL?
• How do I 'Bill to' the manufacturer for warranty service work?

FCS Service: Exports

• Choosing the right Export

FCS Production: OPM (Online Project Monitoring)

• Adding a roof plan for a new construction project.
• Sending out OPM's
• OPM not sending
• How to send a job to production

FCS Production: Invoicing

• How do I 'Bill to' the manufacturer for warranty service work?