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  1. Fexa
  2. Vendor Training

Vendor Training

Insurance

  • Adding Excess Liability Insurance
  • Adding Workmans Compensation Insurance
  • Adding Automotive Insurance
  • Adding General Liability Insurance

Access

  • Supported Browsers
  • How to Sign In Using Username/Password

Work Order Process

  • Adding Work Order Attachments
  • Accepting/Rejecting a Work Order
  • Setting the Scheduled Date

Technician Check In/Check Out

  • IVR Check In/Out Instructions
  • Web Check-in / Check-out

Proposals

  • Submitting a Proposal

Invoicing

  • Billing Requirements
  • Creating an Invoice
  • Creating Invoices in Bulk via Import
  • Adding Invoice Attachments

General

  • Mobile App Training
  • Vendor Reference Sheet
  • Updating Vendor Information
  • Submitting W-9
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