Client Training

Zendesk Basics

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

Fexa Functionality

• Fexa Customer Training Article

Work Order Overview

• Improved Work Order Service Assignments to Pull in Store Timezone
• Visits to Pull in Store Time Zone
• Adding Notes/Sending Email on Work Orders

Location Management

• System Requirements
• Submitting a Helpdesk Ticket

Client Management

• Client Record Overview

Preventative Maintenance

• Preventative Maintenance

Selectables

• Districts
• Regions

Avalara Integration

• Avalara Video 1: When Do We Look Up Taxes
• Avalara Video 2: How Are Taxes Chosen
• Avalara Video 3: Committed Transactions