Quick Start Guides 9 Essential Setup Set Up UsersConfigure Job Status and CategoriesConfigure Job TypesSet Up RegionsConfigure Inventory LocationsSet Up Dispatch Board ColumnsSet Up Dispatch Board ViewsSet Up Assignment ColorsTroubleshooting Common Dispatch Board Issues
Workforce Management 6 Add Skills to Service Engineers Workforce Overview Create Service Engineers Add Timeoff to Service Engineers Add Training History to Service Engineers Best Practices for Workforce Setup
Account Management 11 Customers/Accounts Overview Create Customer Add Contacts to Account Add Account Communication Log Add Documents to Accounts Create Installed System/Asset Create Service Plan Schedule Job from Service Plans Account Management Best Practices Troubleshooting Account Issues
Job Management 6 Job Overview Create/Schedule Job Dispatch Service Engineer Troubleshooting Assignments Job Reports and Analytics Get Ready for Scheduling with Dispatch Board
Mobile App 11 FieldAx Mobile App Day Book My Inventory Create/Manage Product Requests Consume Parts Log Your Time Get Digital Signature Send Service Report Close Job Mobile App Best Practices
Inventory Management 12 Inventory Overview Create Inventory Records Create Serialized Inventory Inventory Best Practices Troubleshooting Inventory Common Issues Inventory Reports and Analytics View Stock Details Raise Product Request Transfer Parts Receive Parts
Billing 6 Invoice Overview Create Invoice Preview and Send Invoice Invoice Tracking and Management Invoice Best Practices Troubleshooting Invoice Issues
