Kayla Brown

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  • Work Orders

    From the Dashboard, select Work Orders on the left-hand side of the screen.   Once the Work Order screen opens, you should see a list of all work orders for your facility.     Clicking on the car...

  • 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...

  • Uploading a File

    You have the ability to upload files that are relevant to your location such as mall requirements, site-specific instructions, etc. To upload a file to a specific facility, start by selecting “Faci...

  • Creating an Invoice

    Select the Work Order you need to submit an Invoice for. Click on Proposals & Invoices. Click on the + to the far right                    A Pop-up will appear asking for the Invoice Number, Inv...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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 ...