Training Library

FCS Admin: Configuration

• Changing the Number of Service Dispatch Records on your Dispatch Board
• Super Admin (Group Administrator Rights)
• User Administration Overview
• Importing Deficiencies into your Library
• How do I access FCS University
• Optimizing your FCS Performance
See all 22 articles

FCS Core: CRM

• How To Delete A "Documents" Template
• Exporting FCS CRM data
• Differentiating Prospects, Candidates and Clients
• How To Delete A Warranty
• Filtering your prospects by zip code radius
• Can I pull a list of all of my customers? (Account manager)
See all 23 articles

FCS Core: 5.0 Mobile

• 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?
• How can I manage my Material Library from Mobi 5.0?
• How do I punch in to start my day from the mobile version?
See all 8 articles

FCS Core: Companies

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

FCS Core: Properties

• Changing the Group a Property Belongs to
• Creating a 'Documents' Tab Template
• Adding bill to address
• How do I merge two properties into one?
• Replacing Aerial Images.
• Moving Properties

FCS Core: Documents and Proposals

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

FCS Sales: Inspections

• 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
• Creating Custom Report Covers
• Guide to Inspection Report Editing

FCS Sales: Qwikbid

• Performing a Qwikbid from a 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

• 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

• 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
• Record Payment for a service dispatch.
• Viewing your RTM report
• I cannot edit a Dispatch
• Managing Before and After Photos
• Creating a Service Dispatch
See all 8 articles

FCS Service: Invoice

• Creating Multiple Invoices on the Same Service Dispatch
• Regenerating an Invoice
• Adding Taxes To Invoices
• Simple Invoice vs. Normal 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)

• Archiving/Un-archiving Production Jobs
• Restoring a deleted OPM job
• 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

• 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