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FieldCentral Documentation

FieldCentral Documentation

Getting Started

Field Devices (Spanish Video)

Irrigation Starting Guide

Scheduling Process

Field Devices

Billing Process

USER DEFINED FIELD (UDF) SETUP

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Accounts

ACCOUNT TYPE OVERVIEW

ADDING/IMPORTING NEW ACCOUNTS

FILTERING & EXPORTING ACCOUNT INFORMATION

ACCOUNTS: PROPERTY DETAILS OVERVIEW

EXPORTING PROPERTY LEVEL PRICING (PLP)

User Defined Fields

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Company and Accounting

Company Information

FieldCentral/Stax PAYMENT LINKS SETUP

ACCOUNTING OPTIONS SETUP

FieldCentral Connect (Emailing/Texting)

FIELDCENTRAL CONNECT (ON DEMAND WEBINAR)

SENDGRID TEMPLATE TUTORIAL

Communication Email Variables

SENDGRID BASE TEMPLATE CREATION

SENDGRID ESTIMATE EMAIL TEMPLATE

SENDGRID SETUP DEMO VIDEOS

FieldCentral Connect: ADDING EMAIL TEMPLATES INSIDE OF FIELDCENTRAL

How to Text in FieldCentral

How to Email in FieldCentral

REQUEST FORM BUILDER

EMAIL TEMPLATE SETUP "REQUEST SERVICE FORM SUBMISSION"

FieldCentral Connect: CREATING AN EMAIL SENDER

FieldCentral Connect: TEXTING TEMPLATES SETUP

FieldCentral Connect: EMAIL/TEXTING SETUP

FieldCentral Connect: UNDERSTANDING EMAIL TRIGGER EVENTS

Email Communications

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Imports

QuickBooks Online Data Transfer

Data Import

Tax Codes Importing

QuickBooks Desktop Data Transfer

Importing User-Defined Fields

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Needs Attention

Incompletes

Visits To Do

Reminders

Email

Contracts

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Payroll / Timesheets

Timesheets

ADDING TIME RECORDS

RouteBuilder

ROUTEBUILDER

VEHICLE & EQUIPMENT SETUP

Sales & Estimating

CREATING AN OPPORTUNITY

CREATING WTD's & ESTABLISHING PLP

CREATING AN ESTIMATE

BULK ESTIMATE CREATION

ESTIMATES & OPPORTUNITIES: FILTERING & MASS DISTRIBUTON

CREATING AN ESTIMATE TEMPLATE

EDITING A CONTRACT/SEASONAL AGREEMENT

ACCESSING & EDITING ESTIMATE DETAILS

EDITING ESTIMATE SERVICES/WORK TO DOS

CONTRACTS/SEASONAL AGREEMENTS: FILTERING & BULK ACTIONS

CLOSING CONTRACTS/SEASONAL AGREEMENTS

CREATING A MULTI-BID TEMPLATE

CREATING MULTI-BID ESTIMATES

MANAGE & SEND MULTI-BID ESTIMATES

CONFIGURING, SENDING AND APPROVING ESTIMATES

ADVANCED MAPPING AN ESTIMATE

ESTIMATE & CONTRACT MANAGEMENT: TAG PROPERTIES FOR SEASONAL AGREEMENTS

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Scheduling

SCHEDULING A WORK TO DO (WTD)

MASS SCHEDULING VISITS TO DO

CANCELING OR POSTPONING A VISIT TO DO

SCHEDULING PAGE: PROPERTY SUMMARY OVERVIEW

EDITING THE SCHEDULE PAGE VIEW

SCHEDULING PAGE: SEARCHING FOR A PROPERTY & ACCOUNT INFORMATION

SCHEDULING: VIEWING OPTIONS & LEGEND

SCHEDULING: "SELECT AN ACTION"

GPS VEHICLE LOCATOR VIA AZUGA

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Services / Billing

CREATING SERVICE CATEGORIES

CREATING & DEFINING WORK TO DOS

NON SERVICE TASKS

ACCOUNTING/BILLING SETTINGS

BILLING PAGE OVERVIEW

SENDING PAYMENT LINKS VIA TEXT/EMAIL

COLLECTING PAYMENT VIA THE SCHEDULE PAGE

BILLING PAGE: PROPERTY GRID EXPLAINED

BILLING PAGE: VISIT SUMMARY & EDITS

INVOICING CUSTOMERS FOR VISITS

WEBSITE PAYMENT PAGE VIA STAX

LEAVE BEHINDS

ADDING A MATERIAL PART

ADDING A MATERIAL CATEGORY

DEACTIVATING SERVICES & WTD'S

INACTIVATING PARTS OR MATERIALS

DISABLE PARTS/MATERIALS DISCOUNTS

EDITING A WORK TO DO (WTD)

HOW TO TIE PARTS/MATERIALS INTO QUICKBOOKS

SETTING UP FLAT RATE PARTS

PRICE MATRIX SETUP

PRICE MATRIX MODIFIER SETUP

PRICE MATRIX: MANAGING PRICING EXCEPTIONS

ASSIGNING WORK TO DOS TO A PRICE MATRIX

HOW IS SERVICE PRICING CALCULATED?

BILLING - EXAMPLES OF INVOICING

QuickBooks: EXAMPLES OF HOW INFORMATION TRANSLATES TO INVOICES

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Reports

TECH REVENUE REPORT

OPERATIONAL EMAIL REPORT

TIMESHEET REPORT

GROSS PROFIT REPORT

MATERIAL USAGE REPORT

MATERIAL USAGE: FILTERING & GENERATING REPORTS

TIME SUMMARY REPORT

BUDGET VS. ACTUALS TIMES REPORT

PAYROLL REPORT

MATERIAL FORECAST REPORT

MATERIAL FORECASTING REPORT

CHEMICAL FORECASTING REPORT

CHEMICAL USAGE REPORT

OWNERS REPORT

OWNERS BUDGET VS ACTUALS REPORT

SALES REP REPORT

DISTRIBUTOR PART MAPPING: MANUAL VS IMPORT

HERITAGE MATERIALS REORDER: EXPORT & IMPORT

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Users / People

CREATING A NEW USER

ADDING A NEW EMPLOYEE

CREWS: UNDERSTANDING & CREATING

USER ROLES: In Depth

Visits

VISITS PAGE OVERVIEW

VISITS TO DO: OVERVIEW & FILTERING

CREATING A VISIT TO DO (VTD)

MASS VISIT TO DO (VTD) CREATION

MASS SCHEDULING INCOMPLETE VISITS

ACCESSING CONTRACTED VISITS TO DO

REVIEWING & EDITING NOTES ASSOCIATED WITH A VISIT (FieldCentral Admin)

BEST PRACTICES: Visit Management - Incompletes (Move Vs Extend)

BEST PRACTICES: Visit Management - Excel Exports

Visits Management: Show Contract Recommendations

RECOVERING CANCELLED VISITS

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Field App

FIELD APP: APP SET UP

FIELD APP: START OF DAY/DISPATCHING

FIELD APP: ON SITE

FIELD APP: FINISHING A VISIT

FIELD REMARKS & INCOMPLETE REASON NOTES IMPROVEMENTS (Field App)

(iOS) How to Update Your Field App

(Android) How to Update Your Field App

FIELD APP: MOBILE PAYMENT/PAYMENT LINKS

FIELDCENTRAL FIELD APP (ON DEMAND WEBINAR)

FIELD APP: FIELD CREATED CUSTOMERS

FIELD APP: FIELD CREATED VISITS

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FieldTracker

FIELDTRACKER