Topics

• Getting Started 7
  • Log In - Log Out
  • Admin Dashboard
  • Connect2Field Help
  • Start using Connect2Field in 6 Easy Steps
  • Why use Connect2Field for your Service Business
  • Request a Demo
  • Manage Connect2Field Payments/Licenses
• My Company Setup 4
  • Setup Basic Company Details
  • Customize the Main Menu Bar
  • Setup Tax Names for your Business/Country
  • Setup Tax Rates, Default Currency & Payment Types
• User Setup 4
  • The different types of Users in Connect2Field
  • Creating Users in Connect2Field
  • Not Recieving SMS Notifications
  • Managing Field Worker Leave Days
• Client Management 10
  • 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
  • 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
• Job Management 26
  • How to Create & Dispatch New Jobs in Connect2Field
  • How to setup Job Types & Default Service Notes in Connect2Field
  • How to Add Job Start & Job Finish Questions
  • How to Filter Job Central by Job Status
  • 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
  • How to attach documents to a Job
  • 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
  • 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
• Invoice Management 9
  • How to Invoice your Customers for Service Jobs using Connect2Field
  • How to Invoice Customers for Service / Labor Hours
  • How to Configure Invoices
  • How to show Job Details & Additional Job Information in Invoices
  • Manage Client Accounts and Invoices
  • How to Email Invoices to Clients
  • How to bcc an Invoice Copy to your Company Email, when Invoice is sent to Clients
  • How to Group & Print Multiple Invoices for a Client
  • How to change Invoice Date
• 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
• 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
  • Multi Person View
  • Day View
  • Week View
  • How to Re-schedule/temporarily remove a Job via the Scheduler
  • Creating New Appointments & New Jobs in Scheduler
• Inventory Management 4
  • Adding Products & Services
  • Creating Tag Groups & Assign Products to Tags
  • Managing Warehouses
  • Inventory Management for your Fieldworker's Vans
• Quote Management 3
  • How to Instantly Create New Jobs from Quotes
  • Create & Dispatch New Quotes
  • Viewing Quotes as Appointments on Scheduler
• Reporting in Connect2Field 4
  • Types of Reports
  • Jobs Per Field Worker
  • Jobs Per Field Worker - Summary
  • Jobs Per Client
• Customer Equipment Management 1
  • Working with Equipment Items
• Supplier Management 3
  • How to add Suppliers in Connect2Field
  • How to configure Supplier Types
  • How to Add/Modify Custom Fields for Suppliers
• Data Management 3
  • How to Export Jobs from Connect2Field
  • How to Import/Export Products & Update Inventory
  • How to Import/Export your Clients in Connect2Field
• 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
  • What is the Customer Portal
  • Customer Portal Features
  • Customer Portal Setup
• Case Study 1
  • Case Study - Plumbing / Mechanical Contractors Industry
• Connect2Field Videos 1
  • How to schedule your Fieldworkers easy and quick
• About Connect2Field 1
  • How To Subscribe To Connect2Field Updates

Last Updated

Nov 21, 2011

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