Vendor Focused Tips & Tricks Training

 

 

Welcome to the Vendor Focused Tips & Tricks Training Portal!

If you are totally new to using Fexa and want to start from the top, we recommend you start with this 50-minute video that covers all of the relevant material for getting started with Fexa.

 

Fexa Vendor Focused Tips & Tricks - Full Overview

 

Other Resources

We encourage you to bookmark the Fexa Knowledge Base as a source for you and your team members because new things are being added all of the time.

Here is the Link to Bookmark

And, did you know that you can always submit tickets to the Help Desk from right within the Fexa application?

Here is a brief 2-minute video that describes all the ways you can access help when you need it:

 

Getting Answers to Specific Issues

If you have been using Fexa for a while or have the basics down, you can use these links to visit just the section that you’d like to know more about specifically.

 

I. Fexa Vendor Tips & Tricks - Fexa Overview for Newcomers

 

II. Vendor Use Tools

 

A. The Vendor Dashboard

1.

 

III. Work Orders

 

A. Work Order Grids

1.

 

B. Work Orders Overview

1.

 

C. Visits vs Assignments vs Work Orders

1.

 

D. Links Within Work Orders

1.

 

E. The Notes Feature

1.

 

F. Work Order Files Feature

1.

 

IV. Invoice & Proposals

 

A. Invoice & Proposals Overview

1.

 

B. How to Create a Proposal

1.

 

C. Adding Line Items and Submitting Proposals

1.

 

D. Extra Icons - Proposals - Sending & Printing

1.

 

E. Duplicating Proposals

1.

 

F. Billing Requirements

1.

 

G. Uploading Documents to Invoices

1.

 

H. Submitting Invoices

1.

 

V. Work Order Grids and Invoice More

 

A. Work Order Grids - List Creation

1.

 

B. Invoice Grid Overview

1.

 

C. Invoice Overview

1.

 

D. Invoice List Creation

1.

 

E. Proposal Grid Overview

1.

 

F. Mass Management Option

1.

 

VI. Facilities Grid, Vendors Grid, Imports & Misc

 

A. Facilities Grid Overview

1.

 

B. Vendors Grid Overview

1.

 

C. Imports Overview

1.

 

D. Creating a Help Desk Ticket

1.

 

E. How to Upload an Insurance Document

1.

 

F. Extra Tips & Tricks from Kim Goei

1.

 

G. Work Order Status - Important Things to Note

1.