Kayla Brown
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Articles
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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...
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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...
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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...
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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...
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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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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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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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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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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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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...