FieldEdge IT Infrastructure
Articles
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CSR: Customer Training
Number of Videos in Session: 3 Total Viewing Time in Session: 4:29 Customers are the cornerstone of your FieldEdge database. The following tutorials will review the three scenarios you'll encoun...
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Dispatcher: Job Training
Number of Videos in Session: 5 Total Viewing Time in Session: 13:59 Residential installation projects or large commercial projects can take days, weeks, or even months. These long-running jobs c...
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Dispatcher: Purchasing Training
Number of Videos in Session: 3 Total Viewing Time in Session: 6:43 When working with FieldEdge and adding Items to Invoices and Quotes, there will be times you need to place orders for those par...
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Dispatcher: Item Training
Number of Videos in Session: 3 Total Viewing Time in Session: 14:28 Items are the foundation of FieldEdge's Items, Quotes, Part Requests, and Expenses. The following training topics will help pr...
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Dispatcher: Agreement Training
Number of Videos in Session: 8 Total Viewing Time in Session: 29:45 Selling Service Agreements will primarily happen in the field. This section of Agreement Training will present these scenarios...
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Dispatcher: Invoice Training
Number of Videos in Session: 1 Total Viewing Time in Session: 3:53 Invoicing allows you to provide your customers with an itemized form of goods and services. These Invoices can be created from th...
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Dispatcher: Quote Training
Number of Videos in Session: 2 Total Viewing Time in Session: 5:35 Mastering Quotes is what separates a good FieldEdge user from a great FieldEdge user. The following series will cover concepts ...
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Dispatcher: Dispatch Training
Number of Videos in Session: 6 Total Viewing Time in Session: 15:55 Dispatching ties the majority of features together in FieldEdge. The following training sessions provide a quick explanation o...
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Dispatcher: Customer Training
Number of Videos in Session: 3 Total Viewing Time in Session: 4:29 Customers are the cornerstone of your FieldEdge database. The following tutorials will review the three scenarios you'll encoun...
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Manager: Custom Forms Training
Number of Videos in Session: 1 Total Viewing Time in Session: 5:16 Custom Forms are important aids that help your field Technicians, using the mobile app, to remember or inquire about important ...