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Josh Rogers

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Activity overview

Latest activity by Josh Rogers
  • Josh Rogers created an article,

    Introducing the Side Panel

    Overview We've updated the dispatch board to make it easier for you to access and view details on a work order, while simultaneously referencing other assignments. Instead of a pop-up window that w...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Josh Rogers created an article,

    Introducing FieldEdge Payments Canada

    Table of Contents Overview Taking a Payment from the Office Taking a Payment from the Field Using the Consumer Portal Communication Template Setup Taking a Payment Through the Consumer Portal ...

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    • 1 follower
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  • Josh Rogers created an article,

    Release Notes: May 21, 2021

    Dispatch Board Updates We've made some design changes to the Dispatch Board, which are part of a larger design effort that will be released in the upcoming months. In this release, you can now drag...

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    • 3 followers
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  • Josh Rogers created an article,

    Setting up DocuSign

    Table of Contents Overview FieldEdge Payments Global Settings Communication Templates Invoice/Quote Quote Only Overview Back to top We've partnered with DocuSign to give you and your customers...

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    • 1 follower
    • 0 comments
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  • Josh Rogers created an article,

    Introducing Job Reports

    Table of Contents Overview Job Profit Summary Job Cost Totals Job Progress Report Job Estimate vs. Actual Job Over-Under Billings Overview back to top In this article, we'll be discussing a serie...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Josh Rogers created an article,

    Release Notes: April 23, 2021

    Job Reports (Premier Feature Enhancement) With FieldEdge Premier, we’ve strived to bring you more advanced reporting capabilities for insight into business metrics that matter most. In this release...

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    • 1 follower
    • 0 comments
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  • Josh Rogers created an article,

    Release Notes: March 26, 2021

    DocuSign Integration with FieldEdge Payments You can now send quotes from the office and request a digital signature without ever dispatching a technician onsite. Once the acceptance signature is c...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Josh Rogers created an article,

    Introducing: The DocuSign Integration

    The DocuSign Integration Join us for a webinar to learn all about our newest integration with DocuSign, helping you collect eSignatures securely.  DocuSign requires the use of use FieldEdge Paymen...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Josh Rogers created an article,

    Release Notes: February 26, 2021

    Agreement Invoice Update Updated the design for Agreement Invoices. With this new design, you can more easily distinguish between an invoice that has been paid and one that is outstanding with an i...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Josh Rogers created an article,

    Take Your Business to the Next Level

    Take Your Business to the Next Level Join us for a webinar to learn all about upgrading to FieldEdge Premier, which was designed to increase sales performance, streamline daily tasks in the office...

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    • 1 follower
    • 0 comments
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