System Set up
This section covers all set-up aspects of Fieldmagic, including connecting your accounting system, building your job checklists, and configuring fields and system-wide options.
Fieldmagic allows you to set-up Asset Checklists for use on Recurring Jobs as well as Simple Jobs for asset repair work. Step 1: Settings If you ar...
Sat, 16 Mar, 2024 at 7:35 AM
Fieldmagic's Studio allows you to create new custom fields and control the placement of fields on your record layouts. This includes the following ...
Fri, 16 Aug, 2019 at 3:51 PM
Fieldmagic allows you to set-up your various different Asset Types and their unique Attributes (sometimes referred to as units of measure or metrics). ...
Thu, 31 Oct, 2019 at 12:02 PM
Reporting Use Fieldmagic allows you to set-up departments for department-level reporting on Sales and Job Revenue and Statistics. This is a useful way t...
Wed, 4 Nov, 2020 at 2:59 PM
Fieldmagic allows you to set-up your company logo and template colours, as well as header and footer details used across Quotes, Invoices and Purchase Order...
Mon, 4 Nov, 2019 at 2:57 PM
Fieldmagic Enterprise provides you with the flexibility to define your own custom fields and drop-down values, including the ability to set your own Sales O...
Mon, 4 Nov, 2019 at 3:34 PM
Fieldmagic supports both a Full Checklist Report as well as a Compact Checklist Report for Asset Reporting. To configure your format, follow the below ste...
Tue, 12 Nov, 2019 at 10:42 AM
Fieldmagic allows you to configure multiple types of Labor by flagging a product as a 'Labor' product. To set up your Labor types, please follow the...
Tue, 10 Mar, 2020 at 8:48 AM
Getting started setting up your Fieldmagic solution, we've put together a list of the common first set-up tasks you will want to focus on in order to st...
Fri, 20 Oct, 2023 at 3:30 PM