Training Center

trainingcenterrobot.jpgBrowse our archives of past Webinars to learn more about the features available to you with FieldOne. Each Webinar was recorded during a live session and may include brief question and answer breaks with participants. The Training Center also features advanced Tutorial Videos, in case you need a bit more information after seeing the Webinar.

Getting Started

  • FieldOne FAST START -- FieldOne work flow life-cycle
  • New Employees [3:34] -- How to create a new employee
  • Employee Details: Security Settings -- Managing employee Security Settings
  • Employee screen [17:05] (Advanced Tutorial Video) -- Understand how to create and administer all employee information, including multiple billing rates for individual employees.
  • New Report Builder Update -- Introduction to our new Reporting Engine for both Dataview and Print Reports.
  • Customer Web Portal -- Review the features and benefits of our Customer Web Portal
  • New Customer & Customer Fields Explanation [10:45] -- How to create a new customer
  • Template Builder -- How to modify inventory and work order templates, plus an overview of the new tools built into the Template Builder.
  • Getting Started with Service Calls -- Receiving the call, placing it on the Schedule Board, managing it, closing it out, posting (including adding in $ amounts for labor and materials), and invoicing.
  • Service Call Workflow [50:09] (Advanced Tutorial Video) -- Shows entire workflow for a Service Call, from the initial client call through the recording, scheduling, posting, invoicing and payments associated with a service call.
  • Office Manager -- Various features of the Office Manager tabs and ideas to help you be more productive.
  • Service Call Details (Advanced) -- Markups, service call types, labor codes, labor rates. Before listening to this training session, please watch the service call 50,000-foot overview.

Inventory

  • Inventory Management -- How to manage your inventory, dealing with low inventory and re-stocking.
  • Importing parts data from Excel and setting up your parts -- Learn to import a list of parts that you have saved in Excel (or a *.CSV file) and then set up the parts.
  • Processing Parts [15:01] (Advanced Tutorial Video) -- Shows how to process parts that were recorded in the Estimates or Purchase Requisitions section.
  • Line Groups [3:59] -- A feature for combining several hidden detail lines in the inventory or work order forms for printouts.
  • Equipment Management [4:46] -- Track equipment history and availability information for future work orders.

Billing

Estimates and Purchase Orders

  • Project Estimates -- Learn to create detailed estimates for your customers and turn them into "live" jobs. Before listening to this session, please make sure you have input at least some of your customers and employees.
  • Purchase Order Work Flow -- The steps involved in Purchase Order Work Flow
  • Purchase Order workflow [24:17] (Advanced Tutorial Video) -- Shows everything involved with Purchase Orders, including creating Purchase Orders, PO Receipts, and PO Bills. A companion tutorial to the "Process Parts" tutorial (below).
  • Flat Rate Pricing / Part Kits -- Flat Rate pricing in FieldOne and learning about Part Kits (the grouping of parts and labor to be automatically added together)
  • Job Costing (Labor and material) -- This is an advanced session. If you are a new user, please watch the service call 50,000 foot overview webinar or the service call video before listening to this training session.
  • Purchase Orders and PO Quotes
  • Purchase Order Quotes [14:25] (Advanced Tutorial Video) -- See how to create Purchase Order Quotes, maintain them, and process them.
  • Revisions [3:31] -- Learn how to track changes that occur to an estimate.
  • Vendor Alert Messages [2:45]

Contracts

  • Time of Service Contracts -- How you to manage your Service Contracts/Agreements, if you bill at time of service.
  • Service Agreements (Time of Service) -- Creating Service Agreements that have Time of Service based Work Orders.

Scheduling & Work Orders

FieldOne Mobile

Other Features