Fexa Features Webinars

Marc 20, 2023 Feature Updates: Viewing Time ~5 minutes

• Agenda
• Default User Assignment Grid Revamp
• Dep/Div Added to User Assignment Filters
• Deletion of Defaults
• Mass Deletion of Defaults Coming!!

 

 

July 14, 2022 Feature Updates: Viewing Time ~14 minutes

• Agenda
• Save Filter Option on Dispatch Calendar
• WO Notes Action Required Reportable
• Line Items Grouped by Type and Then ID
• Preview Icon on Files
• Projects-Assignment/Invoice Totals Auto Calculating
• Question about Projects

 

 

June 30, 2022 Feature Updates: Viewing Time ~9 minutes

• Agenda
• Client Fields Usable in Reports and Definition Checks
• Zone Criteria Added to Nearby Search
• Service Area Imports Added for Vendor
• Assets Hyperlink on Mobile App and Mobile Browser

 

 

June 16, 2022 Feature Updates: Viewing Time ~6 minutes

• Agenda
• Zones Added to Client/Vendor Pricings
• Expandable Navigation Menu

 

 

June 2, 2022 Feature Updates: Viewing Time ~5 minutes

• Agenda
• Type Ahead Ability for Zone and Service Area Filters

 

 

May 19, 2022 Feature Updates: Viewing Time ~5 minutes

• Agenda
• New Reportable Columns on Store Data Source
• New Reporting Schedule Export Format - XLSX
• Email Documents Downloadable as Zip File on WOs
• Dispatch Calendar Filter Additions - Div/Dep

 

 

May 05, 2022 Feature Updates: Viewing Time ~5 minutes

• Agenda
• New Reportable Columns on Vendor/Client invoices
• Mobile App Updates - Linkable Facility Address

 

 

April 21, 2022 Feature Updates: Viewing Time ~11 minutes

• Agenda
• Default Vendor Assignments Report
• Reportable Days in Status/to Complete
• Send Report Button on Reports
• Phone # Extension Field on Users
• Default Assignment Import Updates

 

 

April 07, 2022 Feature Updates: Viewing Time ~6 minutes

• Agenda
• Custom Fields on Program Facilities
• Custom Fields on PM Facilities in Action
• Deleting Pricing Lists

 

 

March 24, 2022 Feature Updates: Viewing Time ~9 minutes

• Agenda
• Vendor Document Additions
• Vendor Document Report Additions
• Responsible Parties - what are they, how to create
• Facility Responsibility under Defaults
• Facility Responsibilities in Action
• Responsibility Party on Default Vendor Assignments
• Sneak Peek! Secondary Vendor Dispatch

 

 

March 10, 2022 Feature Updates: Viewing Time ~8 minutes

• Agenda
• Warrantied Asset Flag on WOs
• Warrantied Asset on WO Creation
• Reportable Asset Within Warranty Column
• Questions

 

 

February 24, 2022 Feature Updates: Viewing Time ~12 minutes

• Agenda
• The Zones Import
• Flat Rate on Client Pricings
• Flat Rate in Action
• Priority on Pricings
• Logged work for Internal Employees
• Time Sheets for Internal Employees in Action
• Log Work Button on Desktop
• Time Entry for Internal Employees

 

 

February 10, 2022 Feature Updates: Viewing Time ~12 minutes

• Agenda
• Zones Added to Default Assignments
• Zones Importable on Default Assignment Sheet
• Div/Department Included in Email Sources on Notes
• ID Field Added to Pricings Grids
• Assets Report has Verified Column
• Verified Asset Useable in Definition Checks
• Cancelling WO/Assignment Completes Project Task
• Follow Up Date/Reason Column on Assignment Grid

 

 

January 27, 2022 Feature Updates: Viewing Time ~17 minutes

• Agenda
• Email and Physical Addresses on Div/Departments
• Div/Department Emails on Communications
• First Check In Date Reportable Column
• Vendor Grid Filterable by Zones
• Facilities Associated w/ Projects
• Projects Grid Filterable by Facilities
• Facilities on Projects Reportable
• Gantt Chart! - View
• Task Bars
• Resizing Task Bars and Dependencies
• Updating Events on Charts
• Pre-Event Survey - Innovation Summit!!

 

 

January 13, 2022 Feature Updates: Viewing Time ~15 minutes

• Agenda
• Dispatch Calendar Updates
• Visit/Project Provider Filters
• Event Resizing
• Technicians Grid
• Service Categories on Techs
• Time Entry on Projects w/ Techs
• Adding Time Entry on Time Entry Grid
• Selectables>Manufacturers
• Selectables>Parts Categories
• Selectables>WO Class
• Manufacturer/Parts Categories on Products
• Importing Manufacturer/Parts Categories

 

 

December 23, 2021 Feature Updates: Viewing Time ~10 minutes

• Agenda
• Facilities on WO Grid Overview Update
• Duplicate Checks on Vendors/Facilities
• Duplicate Check on Facility Example
• Duplicate Checks on Vendors Example
• Description Column/Filter on Ins Policy Grid
• Question
• Additional Notes Update
• Happy Holidays!!

 

 

December 9, 2021 Feature Updates: Viewing Time ~15 minutes

• Agenda
• WO Notes Update
• Vendor Contacts
• Cacheing Contacts - Important Notice
• Mass Manage on WO Notes
• Navigation Panel Extension
• Service Categories - Reportable Column

 

 

November 18, 2021 Feature Updates: Viewing Time ~21 minutes

• Agenda - Tips and Tricks
• List Creation
• WO List Example
• List Mass Management
• Exporting Lists
• Reporting
• WO Report Example
• Cloning Reports
• Scheduling Reports

 

 

November 4, 2021 Feature Updates: Viewing Time ~21 minutes

• Zones
• Service Areas on Vendors
• Zones on Assignments Grid
• Performance Enhancements on Facilities Grid
• Interactive Keyboard w/ Search Bar
• Stub Assets
• Creating the New Unverified Asset
• Stub Asset on Line Items
• Verifying Assets
• Merging Assets
• Accounting ID on Vendor Grid
• Client ETA Date Filters on WO Grid
• # of Techs on Line Items
• Div/Department Type Ahead Fields
• Div/Department Filters on Dispatch Calendar

 

 

October 21, 2021 Feature Updates: Viewing Time ~23 minutes

• Shared Lists
• Creating Shared Lists
• Copying/Duplicating Lists
• Call Outs - New Icon, List Owner, Etc
• Mass Manage Assignee
• Moving Line Items
• Duplicating Line Items
• Associations
• Associating Work Orders
• Multi-select for Filtering
• Question - Associations Permission Based? Yes!
• Client Billing Address Reportable
• Additional Comments!

 

 

October 7, 2021 Feature Updates: Viewing Time ~10 minutes

• Introduction
• Account Manager Field on Client Records
• Departments Interface
• Departments>Stores
• Departments>Work Orders
• Departments>Users
• Vendor Record Activity Stream
• Question

 

September 23, 2021 Feature Updates: Viewing Time ~10 minutes

• Agenda
• Vendor Grid Revamp
• Assignments Import Update-Assignable Users
• Approval Comments on Invoices/Proposals
• Add Assets from Facilities
• Create WOs from Facilities Grid
• Follow Up Reason Column on Invoices/Proposals
• Reporting - Show All Toggle
• New Linkable Data Sources
• New Store Reportable Column
• Dispatch Calendar Excludes Cancelled Work
• Division/Department on Facility
• Activity Stream on Facility
• New Contact Domain - Billable!

 

 

September 9, 2021 Virtual Innovation Summit! ~35 minutes

 

 

August 26, 2021 Feature Updates: Viewing Time ~18 minutes

• Reminder: Innovation Summit Virtual Recap! (Please Register)
• Lead Technician Field on Work Order
• IVR Issue Toggle Field on Visits
• Expanded Line Item Description Field
• Default Vendor Assignment Improvement
• Visible Call Avoidance Questions, regardless of Status

 

 

August 12, 2021 Feature Updates: Viewing Time ~11 minutes

• Reporting - Manually running after opening vs auto
• Vendor Do Not Use - What is it?
• Do Not Use Vendor Report
• Use Cases for DNU Vendor
• Sending Docs as Attachments on Rules
• Communication Rule Use Case
• File Update - Refresh Button

 

 

July 15, 2021 Feature Updates: Viewing Time ~14 minutes

• Color Change on Login!
• Tax/Profit Calculation Exclusion Site Setting
• Efficiency Improvements - Assignment NTE
• Additional Contact Email Field on Users
• New WO Report Columns
• Latitude and Longitude Reportable Columns
• Assets Grid on Mobile!!!

 

 

July 1, 2021 Feature Updates: Viewing Time ~21 minutes

• Upcoming Fexa Events!
• Parts Management - Products Menu
• Parts Managements - Assets Grid
• Asset Part Report
• Asset Depreciation
• Project Templates Module
• Parts Management Question and Example!

 

 

June 17, 2021 Feature Updates: Viewing Time ~12 minutes

• Problem Categories linked to Specific Clients
• Project Specific Widgets on Dashboards
• Relative Date Filters for Projects and Tasks
• Color Changing Backgrounds for Project Date Fields
• Project Copy Button and New Functionality
• Upcoming Fexa Events!

 

 

June 3, 2021 Feature Updates: Viewing Time ~16 minutes

• Custom Fields can Trigger Automation (Communication Rules, Workflow, etc.)
• Call Avoidance on Work Orders
• Three New Reportable Columns
• Work Order PO Field Enhancement
• Innovation Summit Registration - Check your Email for Details!

 

May 20, 2021 Feature Updates: Viewing Time ~14 minutes

• Custom Dashboard Widgets (by Permission Group)
• PO Numbers on Assignment Grid
• Phone Number on Facility Grid
• Files on Client Record

 

 

May 6, 2021 Feature Updates: Viewing Time ~14 minutes

• Dashboard Improvements
• Mobile2.0: Dashboard, Invoice/Proposal Lists
• Assignments available on Exports

 

 

 

April 22, 2021 Feature Updates: Viewing Time ~11 minutes

• Innovation Summit Reminder!
• New Reportables: Client Invoice GL, Area Group
• Customizable Technician Invoice Reference Number
• Improved Look and Feel on Several Screens

 

 

April 8, 2021 Feature Updates: Viewing Time ~8 minutes

• Custom Display Field SubMenus Available in Facility Profile
• Create Visit Toggle Available on Nearby Vendors

 

 

March 25, 2021 Feature Updates: Viewing Time ~13 minutes

• Typeahead Enhancement - Vendor Search
• NEW: Leases Panel on Facility Page
• Insurance Policies available via Export Tool

 

 

March 11, 2021 Feature Updates: Viewing Time ~15 minutes

• Client - Linkable Data Source under Store
• Quote Before Performing Work Toggle - Added to Nearby Vendor Screen
• Last Check In/Out Times - Reportable, available in Templates
• Audience Question - Toggle Functionality
• Attaching Spreadsheets to Notes via Reply
• Reminder: Smart Documents
• Reminder: Knowledge Base

 

 

February 25th, 2021 Feature Updates: Viewing Time ~ 8 minutes

• Export Enhancements - Vendors and Encryption
• Count Added to Work Order Grid and Lists
• Nearby Vendor Enhancements

 

January 28th, 2021 Feature Updates: Viewing Time ~ 18 minutes

• Knowledge Base Navigation - Client Training
• Knowledge Base Navigation - Vendor Training
• Compliance Tracking - Insurance Notifications
• WO and Assignment Special Instructions
• Asset Tips
• Mobile Application - Compared to Desktop
• Visit Signatures on the Mobile Application

 

January 14th, 2021 Feature Updates: Viewing Time ~ 25 minutes

• Default Billing Requirements by Assignment Role Type
• Preview: Upcoming Feature Requests
• Sneak Peek! Projects Module (In Development)
• Sneak Peek! Fexalytics (In Development)

 

December 29th, 2020 Feature Updates: Viewing Time ~ 8 minutes

• Site Setting: Due Date Criteria for Invoices
• Send Client Quotes/Invoices to DM and RM Contacts
• Filterable Lists under Clients Menu
• Visit Filters available in Assignments Menu
• Mass Manage - Vendor Menu
• Tip: Knowledge Base Access

 

December 7th, 2020 Feature Updates: Viewing Time ~ 7 minutes

• Work Order Assignee Column to Assignments
• Grid Billing Email Address as an Option
• Transaction Data Filter Options
• New Time Entry Options
• Ease of Searching on Relative Lists
• Displaying Status/Compliance on Nearby Vendor Screen
• G/L Code Compliance options
• New Interface for Center Hierarcy

 

November 19th, 2020

 

November 5th, 2020

October 22nd, 2020

October 8th, 2020

September 24th, 2020

 

September 10th, 2020

August 27th, 2020

August 13th, 2020

 

July 30th, 2020

June 18th, 2020

 

June 4th, 2020

 

May 7th, 2020

April 23rd, 2020

 

April 9th, 2020

 

February 27th, 2020

 

February 13th, 2020

 

January 30th, 2020

 

January 14th, 2020

 

December 26th, 2019

 

December 12th, 2019

 

November 21st, 2019

 

November 7th, 2019

 

October 24th, 2019

 

October 3rd, 2019

 

September 19th, 2019

 

 

September 5th, 2019

 

 

August 15th, 2019

 

August 1st, 2019

 

July 18th, 2019

 

July 5th, 2019

 

June 20th, 2019

 

June 6th, 2019

 

May 16th, 2019