Accounting Integrations
Administration
- Inviting Users to your System
- Creating your First Job Checklist
- Setting Up a Custom Email Domain
- Using Workflow Rules for Job Checklists
- Disable Email Notifications By Bulk Updating User Settings
- User Management System Tutorial
- Create a Second FieldMagic Account
- How to Deactivate a User Account
- Requesting Job or Quote in the Portal
- How to Customize Fields and Form Layouts in Fieldmagic
Asset Inspections & Management
Asset Management
- Creating your Asset Types
- Scheduling, Capturing Defects and Reporting
- Quoting & Repair Workflow for Asset Defects
- Bulk Editing and Updating Assets
- Creating New Customer/Site Assets from Mobile
- Reporting Resolved Defects in Inspection Jobs
- Manage Asset undo button
- Customer and Site Linking in Manage Assets
- Linking Assets to a Job in Manage Assets
Checklists and Safety
Contract Pricing
Cost Centers
Customer Portal
Customers, Sites & Contacts
- Managing Leads and Contacts
- Attach Multiple Locations to a Single Customer in Fieldmagic
- How to Grant Portal Access to Customers
- Setting Up Customer Portal Access with Roles and Site Linking
- Requesting Portal Access for Contacts with Inactive Portal
- How to Add Contacts Across the System [Desktop]
- How to Add Contacts Across the System [Mobile]
Data Management
Data Warehouse
Document Templates
Getting Started
Group Email Management
Integration & API Management
Job Management
- How to Create a Fixed Price Job
- Creating Job Templates in FieldMagic
- How to Create a Job from a PDF Work Order Using AI
- Create And Schedule Jobs Efficiently In FieldMagic
- How to Manage Files in Work Location
- Add a Customer Sign-off Checklist
- Add a Customer Sign-off Checklist
- Log Materials and Update Status in FieldMagic
- Add Queue Users and Configure a Booking Page
- Schedule an Appointment Using the Booking Page Portal
- Manage and Convert Booked Appointments into Jobs or Codes