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Fexa
Provider Training
Provider Training
Vendor Training
Provider Focused Tips & Tricks Training
Access
How to Sign In Using Username/Password
How to Log Out
Submitting a Helpdesk Ticket
Retrieving a Forgotten Password
Supported Browsers
General
Creating a Thorough Fexa Help Desk Ticket to Receive Speedy and Efficient Solution Turnaround
Provider Reference Sheet
Updating Provider Information
Submitting W-9
Invoicing
Vendor Invoice Bundles *
Creating an Invoice
Creating Invoices in Bulk via Import
Adding Invoice Attachments
Proposals
Creating a Proposal
Uploading a Proposal, Duplicating to an Invoice
Mobile Application
Downloading the App & Logging In
Mobile App Training
Filter Feature
Uploading Files on Mobile
Uploading Documents on Mobile via the Camera Function
Visit Signatures
Assignments Grid
Assignments Grid
Business Requirements
Assignment Business Requirements
Work Order Process
Visit Overview
Creating a List
Adding Work Order Attachments
Accepting/Rejecting a Work Order
Setting the Scheduled Date
Communication
Attaching Documents in Fexa Via Email
Technician Check In/Check Out
IVR Check In/Out Instructions
Web Check-in / Check-out
Insurance
Creating Insurance Policies from Insurance Policies Grid
Creating Insurance Policies from Vendor Record