Surveys
Dashboard
Timesheets
Zendesk Basics
FAQ
Fexa Functionality
- Saved Lists - Rearrange Columns
- User Limits
- Search Bar Guide and Tips
- Update System Requirements
- Administration - Workflow Management - New Grid-based Views and Reporting
- Creating a User
Work Order Overview
- Store Address on Work Order Creation Form
- Improved Work Order Service Assignments to Pull in Store Timezone
- Visits to Pull in Store Time Zone
- Reply to Work Order Notes with Documents
- Collapsible Work Order Sections
- Associate Documents With Other Objects
Fexa Features
Call Avoidance Management
List Management
Vendor Management
- Default User Assignments
- Creating a Provider
- Creating a Provider User
- Searching for a Provider
- Provider Compliance Requirements
- Vendor Grid Revamp With Dynamic Index Library
Facility Management
Assignment Management
Proposals & Invoices
- Line Item Grid - Hyperlink to Line Item Product Page
- New Custom Fields on Invoice Object Line Items
- Line Item Types Filter Expansion Using a Product Selection Modal
- Custom Fields Can be Copied When Duplicating Invoice Objects
- A Description Line Item Column Has Been Added
- Clear Export Dates from Invoices in User Interface
Location Management
Projects
- Project Projected Cost Updates When Assignment NTE Changes
- Project Templates
- Cancelling a Work Order, Assignment or Visit Will Complete a Related Project Task
- Projects Module Gantt Chart View
- Projects Module Color Changing Background and Copy Button
- Time Entry On Projects Tasks for Technicians
Assets
Work Order Grid and List Creation
- Colors Have Been Added to Work Orders and Assignments Date Field Columns
- IDs Have Been Added to Most Grids and Reports
- Fexa Has Added the Ability to Filter Lists by Multiple IDs
- Follow Up Reason Columns and Filter Fields
- Work Order Mass Management By Assignee
- Creating a List
Client Management
- Adding Brands to Client Records
- Client Record Overview
- Account Manager Field Has Been Added to Clients (National Sites)
- Taxable Toggle Added to Clients to Prevent All Tax Calculation
- Account Manager Field Has Been Added to Clients
- Creating a Client
Pricing Lists
Mobile Application
- Lead Technician is Viewable in Fexa Mobile
- Facility Addresses Are Now Visible On Mobile Work Orders and Invoice/Proposal Pages
- Fexa Mobile Updates
- Moving Line Items For Invoices On Fexa Mobile App
- Downloading the Mobile App
- Basic Mobile App Features
Technician Management
Internal Employee Time Sheets
Dispatch Calendar
Preventative Maintenance
Reports
- Use Case Reports - Pivot Reports
- Reporting Basics
- Editing Report Filters
- Client Invoice Bundle Fields Are Now Usable In Client Invoice Reports and Definition Checks
- Vendor Invoice Bundles Data Source - New Reportable Columns
- Reports - Users Can Choose the Export Type Including XLSX to be Set for Scheduled Reports
Communication
Visit Signatures
Bundles
Import & Exports
- Importing Multiple Line Items - PM Facilities
- Export Tool - Store Flat File
- Service Category Imports Added for Vendor Profile
- Client Quote Import
- Imports - Provider Users Imports
- Service Area Imports Added for Vendor
Product Pricing
- Zones and Pricing
- ID Field Added to Pricings Grids
- Pricings Now Have Filters and Lists
- Priority Added to Pricings
- Exact Dollar Amount - Default Pricing
- Client Pricing
Business Requirements
Billing Requirements
Defaults
- Mass Managing Default Provider Assignments
- Default User Assignments Grid Has Been Revamped Using Dynamic Index
- Deletion Allowed for Administration Defaults
- Default Assignments Can Be Driven by Work Order Responsibility
- Zones on Default Provider Assignments
- What Criteria Takes Precedence on Defaults?
Instructions
Selectables
- Severities
- Responsible Parties
- Areas
- Problems
- Managing Region/District Users Overview
- Priorities Can Be Customized By Client