(all times are in EST)
FieldOne4All Training - Welcome to FieldOne01
This session will take you on a tour through the program with the work flow life-cycle, and conclude with Q and A.FieldOne4All Training - Template Builder **New Tools Available**
-This session will show you how to modify your inventory and work order templates, and demonstrate the new tools built into the Template BuilderFieldOne4All Training - Office Manager
This session will examine the range of TABs and features in the Office Manager of FieldOne.FieldOne 4All Training - Flat Rate Pricing
Training for Flat Rate Companies.FieldOne 4All Training - (advanced) Service call Details
(advanced) Service call Details - (Markups, service call types, labor codes, labor rates) - (prerequisite to watch service call 50,000 foot overview)(all times are in EST)
If you don't have GoToMeeting installed, you'll need to install the GoToMeeting video codec to view the videos
Getting Started with Service Calls
This session will cover 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. This session will not go into Call Types, Labor Rate or Mark Ups.Creating and Managing Service Contracts with Automatic Billing (Part 1)
This session will show how you to manage your Service Contracts/Agreements with a recurring schedule.Creating and Managing Service Contracts with Automatic Billing (Part 2)
This session will show how you to manage your Service Contracts/Agreements with a recurring schedule.Template Builder **New Tools Available**
This session will show you how to modify your inventory and work order templates, and demonstrate the new tools built into the Template Builder(Advanced) Job Costing (Labor and material)
(Prerequisite, if you are a new user, then the prerequisite is the 50,000 foot overview service call webinar or the service call video online).Time of Service Contracts (basic Level)
This session will show how you to manage your Service Contracts/Agreements, if you bill at the time you perform service. Geared towards IKECA! - (prerequisite - inputting customers and employees)(basic Level) Automatic Billing Contracts
(basic Level) Automatic Billing Contracts(advanced) Service call Details
(Markups, service call types, labor codes, labor rates) - (prerequisite to watch service call 50,000 foot overview)Pricing Details for Service Contracts (Advanced)
This session will cover both time of service and automatic billing.(prerequisite: Either Time of Service contract basics or Automatic billing contracts)Importing parts data from Excel and setting up your parts
We take a walk through importing a list of parts that you have saved in Excel (or a *.CSV file) and then setting up the parts.FieldOne 4All Training - Service Agreements (Time of Service)
This session will focus on creating Service Agreements that have TIme of Service based Work Orders.FieldOne4All Training - Purchase Order Work Flow
This session will focus on the steps involved in Purchase Order Work Flow