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Adding Notes/Sending Email on Work Orders
To view or add notes on a work order, click on any work order and select the Notes tab. Add a Note in the Blank field on the left side. On the right side the Visibility drop-down is used to sele...
Creating Insurance Policies from Insurance Policies Grid
Creating Policies from the Insurance Policies Grid Step 1) Navigate to the Insurance Policies Grid. Step 2) Select the plus sign (+) in the top right-hand corner to create a new policy.Step 3) Sel...
Creating Insurance Policies from Vendor Record
Creating Policies from Vendor Record Step 1) Navigate to the vendor record. Step 2) Click on Insurance Policies.Step 3) Select the plus sign (+) to create a new policy.Step 4) Select your Policy T...
Creating a List
Lists in Fexa are your one click source for the things you want to see! You can create your own custom lists to filter by priority, category, status and more. Lists can be created on the Work Orde...
Business Requirements are much like Billing Requirements, except they are specific to the Assignment Level. Business requirements can be checked within the Work Order on the Assignments, or on the ...
Visit Signatures are created when collecting a signature on visit checkout. They are mainly collected so they can be superimposed on a signoff document that is created and sent to a customer as pro...
Uploading Documents on Mobile via the Camera Function
Uploading files on the mobile app can be done one of two ways: the Upload Icon and the Camera Function. To upload files via the Camera Function, follow these steps: Step 1: Click on the Files tab...
Uploading Files on Mobile
Uploading Files Step 1: Select the work order to add files to. Step 2: Select the last tab available from within the work order, which is the Files tab. Step 3: Select the Upload Icon. Step 4: S...
With the Filter Feature on Mobile, select the Filter icon next to the Search Icon. This feature works on the Work Order, Invoice, and the Proposal Grids. The Filter bar should then appear. You ...
Creating a Proposal
Creating the Proposal Step 1: Select the Work Order you need to submit a proposal for. Step 2: Click on the "Proposals & Invoices" tab from within the Work Order. Your site may say "Accounting". S...