FieldEdge IT Infrastructure
Articles
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Using Customer Lobby with FieldEdge
Join us for a webinar to learn how the Spotlight product, powered by Customer Lobby, can help you master customer loyalty! During this webinar, we will cover: Strategies for turning your customer...
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Using Consumer Financing with FieldEdge
Our partner, GreenSky®, will be joining us to co-host a webinar on the benefits of in-app consumer financing. During this webinar, we will cover: What consumer financing is and why you need it Ho...
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Mobile Improvements
Over the past six months, our team has been hard at work implementing many improvements to our FieldEdge Mobile application. We're committed to making it easier for your technicians in the field to...
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FieldEdge Update Regarding Coronavirus (Covid-19)
As we all prepare for the impact of COVID-19, our priority is ensuring the health and safety of our employees and our customers. Rest assured, our commitment to deliver the best experience possible...
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Work order resolution codes
Table of Contents Overview Instruction FieldEdge Web FieldEdge Mobile Resolutions Overview Back to top While working in FieldEdge you'll become familiar with work order resolution codes. These...
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User Change Request Form
This form has been moved, please click here to be redirected to the new form. Alternatively, you may also access the new form from the homepage of our Help Center as seen in the screenshot below.
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FieldEdge System Requirements
The following requirements should provide for an optimal user experience in FieldEdge. Click a banner below to learn more about each component. Desktop Operating System: Microsoft Windows 7...
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FieldEdge Premier Feature Training
Table of Contents Premier Feature Training Introducing FieldEdge Premier Multiple Quotes Reminders, Prospect vs. Customer Tracking, and Advanced Dispatch Filtering Multiple Agreements Performance...
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Following up on refunded or voided payments in FieldEdge
After the refund/voided transaction has been saved in the Clearent Virtual Terminal, you’ll need to follow up with the invoice in FieldEdge and QuickBooks. Follow the instructions below to follow u...
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Settings: Mobile Authorization
Table of Contents Overview Instruction Fields Authorization Text Acceptance Text Cancel Save Overview Back to top Mobile Authorization allows you to designate static text that will appear on...