![hindiste-logo.png]](https://portal.fieldcentral.com/hs-fs/hubfs/HindSite/hindiste-logo.png?height=40&name=hindiste-logo.png){kind=logo}
FieldCentral Documentation
Getting Started
Accounts
Company and Accounting
FieldCentral Connect (Emailing/Texting)
- FIELDCENTRAL CONNECT (ON DEMAND WEBINAR)
- Communication Variables (Email & Texting)
- Sendgrid First time Login Instructions
- Creating Single Sender in Sendgrid
- SENDGRID TEMPLATE TUTORIAL
- 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
- Creating Teammates in Sendgrid
- Unsubscribed Emails - Resubscribe in Sendgrid
- Resubscribing emails inside of FieldCentral
Imports
Needs Attention
Payroll / Timesheets
RouteBuilder
Sales & Estimating
- Prepaid Estimates (FieldCentral Payment Only)
- CREATING SERVICES & 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
- 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
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
- COLOR RULES FOR MASS SCHEDULING
Services / Billing
- CREATING SERVICE CATEGORIES
- Credit Card Surcharge (FieldCentral Payment only)
- Payment History in FieldCentral
- CREATING & DEFINING SERVICES
- 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
- Service Billing
- LEAVE BEHINDS
- ADDING A MATERIAL PART
- ADDING A MATERIAL CATEGORY
- DEACTIVATING SERVICES & Service Categories
- INACTIVATING PARTS OR MATERIALS
- DISABLE PARTS/MATERIALS DISCOUNTS
- EDITING A SERVICE
- 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 SERVICES TO A PRICE MATRIX
- HOW IS SERVICE PRICING CALCULATED?
- BILLING - EXAMPLES OF INVOICING
- QuickBooks: EXAMPLES OF HOW INFORMATION TRANSLATES TO INVOICES
- ASSESSMENT SETUP
- Setting up Labor Items
Reports
- ROUTE REVIEW REPORT
- ROUTE REVIEW DATA SOURCE
- TECH REVENUE REPORT
- OPERATIONAL EMAIL REPORT
- TIMESHEET REPORT
- GROSS PROFIT REPORT
- MATERIAL USAGE: FILTERING & GENERATING REPORTS
- TIME SUMMARY REPORT
- BUDGET VS. ACTUAL REPORT
- PAYROLL REPORT
- MATERIAL FORECASTING REPORT
- CHEMICAL FORECASTING REPORT
- CHEMICAL USAGE REPORT
- OWNERS REPORT
- OWNERS BUDGET VS ACTUALS REPORT
- SALES REPORT
- DISTRIBUTOR PART MAPPING: MANUAL VS IMPORT
- HERITAGE MATERIALS REORDER: EXPORT & IMPORT
- 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
- CHEMICAL USAGE REPORT DATA SOURCE
- MATERIAL FORECAST REPORT DATA SOURCE
- CHEMICAL FORECAST REPORT DATA SOURCE
- SERVICE TIME REPORT DATA SOURCE
- PAYROLL REPORT DATA SOURCE
- OPERATIONAL EMAILS REPORT DATA SOURCE
- PRINT SCHEDULE TERMS & CONDITIONS
- VISIT SUMMARY REPORT
Users / People
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
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 (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