Fexa Customer Training Article

Welcome to the Fexa Knowledge Base! 

 

This site contains documentation (articles and videos) that will provide guidance on how to perform specific functions within Fexa. We regularly update the content to keep you up to date on the latest features, tips and tricks. 

 

All "Vendor Training" and "Location Training" documentation can be viewed without logging into Zendesk. Additionally, the articles below in the "Client Training" section can also be viewed without logging into Zendesk.

 

Zendesk Basics

• Signing Up for Fexa Zendesk
• Fexa's Zendesk - Forgot Passwords Instructions
• How to Log Out

Location Management 

• Submitting a Helpdesk Ticket

 

In order to view content on the items below, please log into your Zendesk account. 

 

Assets

• Assets Page Overview

Assignments Grid

• Assignments Grid

Billing Requirements

• Client Billing Requirement Management

Business Requirements

• Business Requirements

Client Creation

• Importing Brands

Communication

• Attaching Documents in Fexa Via Email
• Add Documents to Communication Rules
• Adding Banners, Bulletins and Important Links

Dispatch Calendar

• Filtering on Dispatch Calendar
• Dispatch Calendar

FAQ

• Admin Training Week 1
• Admin Training Week 2

Fexa Features

• Fexa Features Webinars

Fexa Functionality 

• Wildcard Search Tips
• Contacts Panel
• Relative Date Filter Definitions

   

Importing

• Importing Basics

Instructions

• Adding Assignment Instructions
• Adding Work Order Instructions

Integration Conflicts

• Integration Logs
• Integration Conflicts Report
• Integration Conflict Manager

Location Management

• Global Search Bar
• Notable Site Settings
• Search Icon Guide
• System Requirements

Mobile Application

• Downloading the Mobile App
• Basic Mobile App Features
• Filter Feature

Preventative Maintenance

• Preventative Maintenance Program Report
• Preventative Maintenance on Facilites
• Preventative Maintenance

Product Pricing

• Client Pricing
• Vendor Pricing

Proposals & Invoices

• Products Menu - Managing Line Items
• Creating an Invoice
• GL Code on Invoice Grid
• Mass Manage Proposals and Invoices
• Proposals and Invoices Overview

Reporting Basics

• Reporting Basics
• Insurance Report with Data Sources

Selectables

• Document Types

Vendor Management

• Creating a Vendor User
• Creating a Vendor
• Searching for a Vendor
• Vendor Compliance
• Make Subcontractor Employee Roles Assignable
• Resend Assignment Emails

Visit Signatures

• Visit Signatures

Work Order Grid and List Creation

• Creating a List
• Grids

Work Order Overview

• Nearby and Location Work Orders
• Adding Notes/Sending Email on Work Orders
• Custom Fields
• Work Order Confirmation Screen
• Work Order Links to Facility, Client and Vendor