Kayla Brown
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Activity overview
Latest activity by Kayla Brown-
Kayla Brown commented,
Official comment Hi Luke, Thanks for reaching out! We are aware of the recent issues with Android devices. A release was made to the mobile app last night to fix these issues. If you delete and reinstall the app or...
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Kayla Brown created an article,
Creating Insurance Policies from Insurance Policies Grid
Creating Policies from the Insurance Policies Grid Step 1) Navigate to the Insurance Policies Grid. Step 2) Select the plus sign (+) in the top right-hand corner to create a new policy.Step 3) Sel...
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Kayla Brown created an article,
Creating Insurance Policies from Vendor Record
Creating Policies from Vendor Record Step 1) Navigate to the vendor record. Step 2) Click on Insurance Policies.Step 3) Select the plus sign (+) to create a new policy.Step 4) Select your Policy T...
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Kayla Brown created an article,
Creating a Proposal
Creating the Proposal Step 1: Select the Work Order you need to submit a proposal for. Step 2: Click on the "Proposals & Invoices" tab from within the Work Order. Your site may say "Accounting". S...
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Kayla Brown created an article,
Uploading Documents on Mobile via the Camera Function
Uploading files on the mobile app can be done one of two ways: the Upload Icon and the Camera Function. To upload files via the Camera Function, follow these steps: Step 1: Click on the Files tab...
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Kayla Brown created an article,
Uploading Files on Mobile
Uploading Files Step 1: Select the work order to add files to. Step 2: Select the last tab available from within the work order, which is the Files tab. Step 3: Select the Upload Icon. Step 4: S...
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Kayla Brown created an article,
Visit Signatures
Visit Signatures are created when collecting a signature on visit checkout. They are mainly collected so they can be superimposed on a signoff document that is created and sent to a customer as pro...
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Kayla Brown created an article,
Downloading the App & Logging In
Fexa offers an mobile app that allows you to access the system (depending on permissions). As long as you have a smart phone, you can download the Fexa app from the Play Store (for Android users) o...
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Kayla Brown created an article,
Business Requirements
Business Requirements are much like Billing Requirements, except they are specific to the Assignment Level. Business requirements can be checked within the Work Order on the Assignments, or on the ...
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Kayla Brown created an article,
Creating a List
Lists in Fexa are your one click source for the things you want to see! You can create your own custom lists to filter by priority, category, status and more. Lists can be created on the Work Orde...