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FCS Sales

  • Ability to make changes to deficiency plot points from the service ticket on your desktop.
  • Adding a "Bill To" Address
  • Adding a Composition Photo in the Desktop Client View Mode
  • Adding a Rooftop Maintenance (RTM) to a Property
  • Adding Activities to your Calendar
  • Adding Opportunity Products
  • Adding or Replacing an Aerial Image of a Property
  • Adding Personal Activities to the FCS Calendar
  • Adding Property-Specific Notes
  • Attachment Library - Adding Documents ( I.E. Terms & Conditions, PDFs, Etc.)
  • Can I add additional tracking fields to my Opportunities?
  • Can I Mass Delete Activities?
  • Can I Pull a List of All of My Customers?
  • Can I upload documents for my customer to have access to in their portal?
  • Changing Section Numbers and Outlines For an Aerial Image
  • Clear Cache & Cookies - Mobile Chrome & Safari Browsers
  • Creating a 'Documents' Tab Template
  • Creating Custom Report Covers
  • Device Optimization/Mobile App Set-Up
  • Differentiating Prospects, Candidates and Clients
  • Editing Contacts Within a Company or Property
  • Guide to Inspection Report Editing
  • How can I map out my Opportunities?
  • How to initiate a Take-Off from your mobile device
  • Inspection PDF is Being Emailed
  • Inspection PDF is being emailed
  • Inspection Report - Budget vs Proposal
  • My Customer Cannot Access Their Properties
  • Performing a Qwikbid from a Desktop Interface
  • Plotting Deficiencies via Desktop
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Still looking for help?

Contact the FCS Support team at 855 424 3723 or support@fcscontrol.com.

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