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Tutorials Topics
SETUP your account
Getting Started
Company Settings
Work Order Settings
User Management
QuickBooks Integration (Online and Desktop)
Create WORK ORDERS
Create Order
Edit Order
Recurrent Orders
Service Request Orders
Invoice and Payments
Invoices in QuickBooks
Generate Invoices in Field Promax
Invoices in Mobile App
Record payments
Stripe Integration
MOBILE APP for your Technicians
Overview
Work Orders
Estimates
Timekeeping
SCHEDULING and DISPATCHING
Calendar
Calendar With Map
Map
View Job Status
Days off Planner
Manage Teams
GPS Tracking
Google Calendar Integration
CUSTOMER Information Management
Customer Information Management
Create Customer
Customer Portal
Create Estimate
Create Estimate
Send for Online Approval
Convert to Work Order
Create Estimate from Mobile App
DASHBOARD and REPORTS
Dashboard
Canned Reports
Custom Reports
TIMEKEEPING
Overview and Setup
For Service Providers
Approving Timecards / Export to QuickBooks
Timecard Reports
NOTIFICATIONS Technicians/Customers
Notification for Customers
Notification for Technicians
Notification for Administrators
TIPS & TRICKS
QuickBooks Online Invoice numbers
Group Column Data
Unassigned Work Orders
Mobile Editable PDF
Add default Products/Items
Other MODULES
Custom Pricing
Equipment Tracking
Expense Tracking
Mileage Tracking
Daily Dispatch
Checklists
ACCOUNT Information
Subscribe to a Paying Plan
Account Access
Delete Account
Timekeeping
The timecard menu is available when it has been activated for you.
The timecard menu is available when it has been activated for you.
CLICK HERE
to view the Timekeeping Tutorials
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