Help @ Connect2Field ยป User Setup
Topics
- Getting Started 6
- My Company Setup 4
- User Setup 3
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Client Management
17
- Creating & Searching Clients in Connect2Field
- How to Delete Clients & Jobs
- Customizing the Client Section in Connect2Field
- Creating Custom Fields For Clients in Connect2Field
- Creating and Using Customer types in Connect2Field
- How to add Multiple Sites (Office Locations) to your Clients
- How to Invoice your Customers for Service Jobs using Connect2Field
- How to Configure Invoices
- Manage Client Accounts and Invoices
- How to Group & Print Multiple Invoices for a Client
- How to Email Invoices to Clients
- How to show Job Details & Additional Job Information in Invoices
- How to bcc an Invoice Copy to your Company Email, when Invoice is sent to Clients
- Example: Use Custom Fields to Quick Search Clients
- How to Book New Client Calls as Jobs
- Call History - Book Existing Client Calls/Emails in Connect2Field
- How to Manage/Bill Pre-Paid Client Contracts
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Job Management
30
- How to Create & Dispatch New Jobs in Connect2Field
- How to setup Job Types in Connect2Field?
- How to Add Job Start & Job Finish Questions
- How to view all my Active Jobs
- How to view Jobs & Job Locations on a map
- Creating Recurring Jobs in Connect2Field
- How to End/Cancel Jobs from Recurring
- Viewing Master Recurring Jobs in Connect2Field
- How to Add Sub-Jobs in Connect2Field
- Scheduling in Connect2Field
- How do I add Service Notes for particular Job Type in Connect2Field
- How to attach documents to a Job
- Creating and Using Equipment in Connect2Field
- Using Search in Job Central
- Configure Job Card to Display Images, Start/Finish Questions & Custom Fields
- How to Print/Email a Job Card and attached images to a Job
- Quick Search Jobs in Job Central
- How To apply colors to different Job Types ?
- How to setup your Field Workers to receive Outlook Calendar Appointments
- How to Add Fields to Job Central
- Connect2Field WorkFlow / Standard Job Status - Explained
- Example: Track Job progress with Custom Status Icons
- Example: Capturing crucial Job Information using Custom Fields
- How to Archive Completed Jobs
- How to Un-Archive Jobs
- How to Change Status of Multiple Jobs
- Example: How to Charge/Bill your clients for your services using Connect2Field
- Example 1: Planning your Field Work in Advance
- Example 2: Planning your Field Work in Advance
- How to Add Discount to Jobs
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Work Force Management
7
- How to use Connect2Field's Messaging System
- Configuring SMS for Field Workers in Connect2Field
- How to Customize Email/SMS Templates for your Field Workers & Clients
- How to enable or disable Alerts to your Field Workers
- How to Re-Alert / Notify your Field Staff when a Job is re-scheduled
- GPS - Tracking your Field Staff via Connect2Field Map
- How to temporarily de-activate a Field Worker
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Mobile Field Worker WebApp
12
- Connect2Field Field Woker WebApp - Iphone Example
- FieldWorker WebApp Configuration
- Customize the Connect2Field Main Menu for your Mobile/Ipad
- Control what fields appear while selecting a job from your Mobile/Ipad
- Example: Use Tags for quick search of products in Iphone/Ipad
- How to Update Product Prices while in the Field
- How to Email Invoices to Clients while in the Field
- Example: Creating Sub-Jobs while in the Field
- How To Capture Clients Signature as Job Conformation
- Reallocate Job to a different Field Worker while in the Field
- How to Auto Populate Username/Password for your FW WebApp login on the iPhone
- How to Enable/Disable Pricing Fields for the WebApp
- Connect2Field Scheduler 5
- Inventory Management 4
- Quote Management 2
- Reporting in Connect2Field 4
- Customer Equipment Management 1
- Supplier Management 3
- Data Management 3
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Accounts / Integration
7
- Connect2Field Accounting Connector Setup for MYOB
- Using the Connect2Field Accounting Connector with MYOB
- Connect2Field - Xero Integration
- Connect2Field - Saasu Integration - Service Invoices
- Connect2Field - Saasu Integration - Item Invoices
- Connect2Field - KashFlow Integration
- Connect2Field - Capsule Integration
- Customer Portal 3
- Case Study 1
- Connect2Field Videos 1
- About Connect2Field 1