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
Location Management
In order to view content on the items below, please log into your Zendesk account.
Assets
Assignments Grid
Billing Requirements
Business Requirements
Client Creation
Communication
- Attaching Documents in Fexa Via Email
- Add Documents to Communication Rules
- Adding Banners, Bulletins and Important Links
Dispatch Calendar
FAQ
Fexa Features
Fexa Functionality
Importing
Instructions
Integration Conflicts
Location Management
Mobile Application
Preventative Maintenance
- Preventative Maintenance Program Report
- Preventative Maintenance on Facilites
- Preventative Maintenance
Product 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
Selectables
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
Work Order Grid and List Creation
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