Sarah Robbins

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Activity overview

Latest activity by Sarah Robbins
  • Sarah Robbins created an article,

    Fexa's Zendesk - Forgot Passwords Instructions

      Step 1:  Navigate to Fexa’s Zendesk URL: https://fexa.zendesk.com/hc/en-us. Once on our URL, click "Sign In" Step 2: Click “Get a Password” to reset Step 3: Then enter your email address and cl...

  • Sarah Robbins created an article,

    Signing Up for Fexa Zendesk

       Zendesk is used by Fexa's Helpdesk to manage all requests coming from users of the platform. Also included on Fexa's Zendesk account is a number of Knowledge Base articles. In order to view all ...

  • Sarah Robbins created an article,

    IVR Check In/Out Instructions

    Step 1: Dial the Clients IVR Number Each Fexa client has their own IVR number. The IVR number will be provided by the client and can also be found on the work order. Step 2: Select a Language Fo...

  • Sarah Robbins created an article,

    Vendor Reference Sheet

    Workflow Process Step 1: Accept or Decline  New Work Order (two ways) Via Email - Within the new work order email, click the green “Accept” or the red “Decline” button on the email Via Web - Log i...

  • Sarah Robbins created an article,

    Adding Invoice Attachments

    Scroll down to the Upload button at the bottom right of the Work Order and click it. A pop-up will appear, click the BROWSE… button and a file folder will open. Select the file you’d like to attac...

  • Sarah Robbins created an article,

    Setting the Scheduled Date

    Once a Work Order is accepted you may need to add or change the scheduled onsite visit date. Scroll down to Visits and click the + sign on the righthand side of the screen. A popup automatically l...

  • Sarah Robbins created an article,

    Accepting/Rejecting a Work Order

    Click on the hyperlink in the notification email and skip to Step Six OR access the company site from a computer or mobile device by going to companyname.fexa.io Click on WORK ORDER in the top lef...

  • Sarah Robbins created an article,

    How to Log Out

    Click on the menu icon located in the top-right corner of Fexa to access the user profile menu. Choose the option "Sign Out" to log out.

  • Sarah Robbins created an article,

    How to Sign In Using Username/Password

    Access Fexa via your customer link <<CustomerName.fexa.io>> via your computer or your mobile device. The mobile version has the same features as the desktop version, it is just modified to fit you...

  • Sarah Robbins created an article,

    How to Log Out

    Click (≡) in the upper right of your screen Click Sign out