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Help Center
FieldCentral Documentation
FieldCentral Documentation
Getting Started
Accounts
Company and Accounting
FieldCentral Connect (Emailing/Texting)
Imports
Needs Attention
Payroll / Timesheets
RouteBuilder
Sales & Estimating
Scheduling
Services / Billing
Reports
Users / People
Visits
Field App
HindSite Solution
HindSite Solution
Field App
Support Documentation
Imports
HindSite Connect
Pronto Pay
HindSite Tracker (GPS)
ePlenish
Troubleshooting
Release Notes
HindSite Solution - Office
HindSite Solution - Field App
FieldCentral
Summit, Webinar and Event Content
FieldCentral Status
FieldCentral Documentation
Getting Started
Field Devices (Spanish Video)
Irrigation Starting Guide
Scheduling Process
Field Devices
Billing Process
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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
FieldCentral Connect (Emailing/Texting)
How to Text in FieldCentral
Email Communications
How to Email in FieldCentral
Communication Email Variables
SendGrid Template Tutorial
REQUEST FORM BUILDER
EMAIL TEMPLATE SETUP "REQUEST SERVICE FORM SUBMISSION"
FieldCentral Connect: EMAIL TEMPLATES SETUP
FieldCentral Connect: CREATING AN EMAIL SENDER
SENDGRID SETUP DEMO VIDEOS
FieldCentral Connect: TEXTING TEMPLATES SETUP
FieldCentral Connect: EMAIL/TEXTING SETUP
FieldCentral Connect: UNDERSTANDING EMAIL TRIGGER EVENTS
FIELDCENTRAL CONNECT (ON DEMAND WEBINAR)
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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
RouteBuilder
ROUTEBUILDER
Sales & Estimating
CREATING AN OPPORTUNITY
ESTIMATE FOUNDATIONS: 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
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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
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Reports
Tech Revenue Report
Budget Vs. Actuals Times Report
Material Usage Report
Timesheet Report
Payroll Report
Owners Report
Sales Rep Report
Time Summary Report
Gross Profit Report
Material Forecast Report
Reports Overview
DISTRIBUTOR PART MAPPING: MANUAL VS IMPORT
MATERIAL USAGE: FILTERING & GENERATING REPORTS
HERITAGE MATERIALS REORDER: EXPORT & IMPORT
MATERIAL FORECASTING REPORT
TIMESHEETS REPORT DATA SOURCE
OWNERS REPORT DATA SOURCE
TECH REVENUE REPORT DATA SOURCE
TIME SUMMARY REPORT DATA SOURCE
SALES REPORT DATA SOURCE
GROSS PROFIT REPORT DATA SOURCE
BUDGET VS ACTUAL REPORT DATA SOURCE
MATERIAL USAGE REPORT DATA SOURCE
MATERIAL FORECAST REPORT DATA SOURCE
CHEMICAL USAGE REPORT DATA SOURCE
CHEMICAL FORECAST REPORT DATA SOURCE
PAYROLL REPORT DATA SOURCE
SERVICE TIME REPORT DATA SOURCE
OPERATIONAL EMAILS REPORT DATA SOURCE
CHEMICAL USAGE REPORT
CHEMICAL FORECASTING REPORT
OPERATIONAL EMAIL REPORT
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Users / People
CREATING A NEW USER
ADDING A NEW EMPLOYEE
CREWS: UNDERSTANDING & CREATING
User Maintenance
User Roles: In Depth
People
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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)
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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
FieldCentral Field App
FIELD APP: MOBILE PAYMENT/PAYMENT LINKS
FIELDCETRAL FIELD APP (ON DEMAND WEBINAR)
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