Fieldmagic
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Knowledge base
Fieldmagic
Subscription Management
1
How to delete your account
System Set up
10
Configuring an Asset Checklist
Adding Custom Fields in Studio
Configuring your Asset Types and Attributes
Setting Up Departments
Setting Up Your Company Logo and Colours
View all 10
Setting up new users
3
Setting Up Additional Users
Enabling Users on the Calendar for Job Schedulling
Role Management and Restricting Access in Fieldmagic
Logging into Fieldmagic for Office and Mobile Users
1
How to Login to Fieldmagic
Fieldmagic Mobile
4
Installing Fieldmagic Mobile
Overview of Mobile App
Storing Asset Photos on Fieldmagic Mobile App
Enabling GPS Tracking on Mobile App
Lead Management
2
Creating a New Enquiry or 'Lead'
Converting an Enquiry or 'Lead' to a Quote
Quoting
5
Attaching PDF Documents to Quotes
Using Quoting Price Books
How to Create a Quote and Quote Versions Work
How to Set-Up Your Quote Templates
Converting a Quotation to a New Job
Job Management
27
How to Create a Simple or Project Job
How to Set Up a Project Template
How to Schedule a Job
How to Use Filters
How to View a Service Report for YouJob
View all 27
Stock Level Management
1
Stock Level Management
Asset Management
8
Asset Management Structure in Fieldmagic
Creating a Recurring Asset Inspection Job
Completing an Asset Inspection Job in Fieldmagic
Quoting for Faulty Assets Repair in Fieldmagic
How to Manually Link Assets to a Simple Job on Desktop
View all 8
Subcontractor Management
2
Adding a Subcontractor
Assign Jobs to Subcontractor and Completing the Task/Job
Email Tools
1
Sending Emails and Attachments from Fieldmagic
Invoicing
3
Setting Up Recurring Invoices
How to Invoice a Job
How to Fix an Invoice Not Syncing to Accounting
Dashboards and Reporting
1
Dashboards and Reporting
Document Template Builder
5
Designing Document Templates
Configuring Designer Job Checklist Templates
How to Update Document Templates: Customer Invoice
How to Update Document Templates: Purchase Order
How to Update Document Templates: Quotation
Integration with Reckon Hosted
2
Connecting to Reckon Hosted
Getting Reckon Hosted Ready for Connection
Integration with Xero
3
Connecting to Xero
An Overview of the Fieldmagic to Xero Integration
FAQs
Integration with QuickBooks Online
1
Connecting to QuickBooks Online
Integration with MYOB AccountRight Live
1
Connecting to MYOB AccountRight Live
Release Notes
53
Fieldmagic_Release Notes - Early May 2024
FieldMagic - Release Notes_March 2024
FieldMagic - Micro Release February 2024
FieldMagic - Release Notes February 2024
FieldMagic - Micro Release November 2023
View all 53
Data Import
2
Importing Your Data
Carrying Out Upserts and Linking Records
Data Guides
1
Field Character Limits for Standard Fields
Customer Portal
2
How To Setup Your Customer Portal
How to Customise the Fieldmagic Customer Portal
Advanced Search
1
Advanced Search: Build Filters and Find Any Data
Workflows & Notifications
2
Customer Notifications Hub
How To Configure Workflows and Notifications
Record Merge
1
Record Merge
Omnichannel
1
Configuring Integrated Omnichannel (Phone and Chat)
Mega Menu
2
Mega Menu (UI Changes) Grouped Navigation
Customer Wizard
Customer Notification
0
Testflight (iOS) and Beta App Installation Guide
1
Installing TestFlight and Beta App: A Step-by-Step Guide
Timesheets
0
Help Desk Software
by Freshdesk