Video Tutorials for using FieldOne Systems Software
Service Call Workflow
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.
Schedule Board
How to schedule a call, and all actions associated with the Schedule Board.
Projects / Installations workflow
Covers the workflow of installation projects, including estimating, job costing, scheduling, purchasing, billing and everything in between. We start with basics and move on to more advanced features.
Purchase Order workflow
Shows everything involved with Purchase Orders, including creating Purchase Orders, PO Receipts, and PO Bills. A companion tutorial to the "Process Parts" tutorial (below).
Processing Parts
Shows how to process parts that were recorded in the Estimates or Purchase Requisitions section.
Purchase Order Quotes
See how to create Purchase Order Quotes, maintain them, and process them.
Employee screen
Understand how to create and administer all employee information, including multiple billing rates for individual employees.
Purchase Requisition
Shows how to create and process Purchase Requisitions.
Counter Sales screen
If you sell Parts/Services over the counter you'd want to watch this tutorial.
FieldOne Mobile Features
An overview of the mobile functions available to you in FieldOne.
FieldOne Mobile Setup
How to set up FieldOne Mobile on your device.
FieldOne Reports (Adding a logo)
How to add a custom logo to FieldOne reports
Tax Codes and Tax Groups
Tax Codes and Tax Groups
How to Create a New Company File
This 5 minute tutorial will show you how to create a new Company File.
Screen and field customization
Screen and field customization to control which fields you see - and in what order - according to your requirements
Newly designed Rich Text word processor
Newly designed Rich Text word processor, with a more familiar interface.
Instant city and state auto-population, according to zip code
Instant city and state auto-population, according to zip code
Color-coded scheduling sub-statuses
Color-coded scheduling sub-statuses
Scheduling conflict notifications
Scheduling conflict notifications
Fidelity Payment Services integration
Fidelity Payment Services integration for quicker and better credit card processing in the USA and Canada
New custom fields in Work Order and Estimate items
New custom fields in Work Order and Estimate items
