Fieldmagic
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Knowledge base
Fieldmagic
Subscription Management
0
System Set up
10
Configuring a Job Checklist
Configuring an Asset Checklist
Adding Custom Fields in Studio
Configuring your Asset Types and Attributes
Setting Up Departments
View all 10
Setting up new users
3
Setting Up Additional Users
Enabling Users to Show on the Calendar
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 a Job
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
43
Fieldmagic Hotfix Release Notes - August 2023
Fieldmagic Hotfix Release Notes - August 2023
Fieldmagic Release Notes - August 2023
Fieldmagic Release Notes - July 2023
Fieldmagic Release Notes - June 2023
View all 43
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
Advance 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
Help Desk Software
by Freshdesk