Fieldmagic

Subscription Management 0

System Set-Up 10

• An Overview of Important Set-Up Tasks
• Configuring a Job Checklist
• Configuring an Asset Checklist
• Adding Custom Fields in Studio
• Configuring your Asset Types and Attributes

View all 10

Setting Up New Users 3

• Setting Up Additional Users
• Enabling Users to Show on the Calendar
• Role Management and Restricting Access in Fieldmagic

Logging into Fieldmagic for Office and Mobile Users 1

• How to Login to Fieldmagic

Fieldmagic Mobile 4

• Installing Fieldmagic Mobile
• Overview of Mobile App
• Storing Asset Photos on Fieldmagic Mobile App
• Enabling GPS Tracking on Mobile App

Lead Management 2

• Creating a New Enquiry or 'Lead'
• Converting an Enquiry or 'Lead' to a Quote

Quoting 5

• How to Create a Quote and Quote Versions Work
• How to Set-Up Your Quote Templates
• Attaching PDF Documents to Quotes
• Converting a Quotation to a New Job
• Using Quoting Price Books

Job Management 27

• Creating a Job using the Job Wizard (Mega Menu)
• How to Create a Simple or Project Job
• How to Set Up a Project Template
• How to Schedule a Job
• How to Use Filters

View all 27

Asset Management 8

• Asset Management Structure in Fieldmagic
• Creating a Recurring Asset Inspection Job
• Completing an Asset Inspection Job in Fieldmagic
• Quoting for Faulty Assets Repair in Fieldmagic
• How to Manually Link Assets to a Simple Job on Desktop

View all 8

Subcontractor Management 2

• Adding a Subcontractor
• Assign Jobs to Subcontractor and Completing the Task/Job

Email Tools 1

• Sending Emails and Attachments from Fieldmagic

Invoicing 3

• Setting Up Recurring Invoices
• How to Invoice a Job
• How to Fix an Invoice Not Syncing to Accounting

Dashboards and Reporting 1

• Dashboards and Reporting

Document Template Builder 5

• Designing Document Templates
• Configuring Designer Job Checklist Templates
• How to Update Document Templates: Customer Invoice
• How to Update Document Templates: Purchase Order
• How to Update Document Templates: Quotation

Integration with Reckon Hosted 2

• Connecting to Reckon Hosted
• Getting Reckon Hosted Ready for Connection

Integration with Xero 3

• Connecting to Xero
• An Overview of the Fieldmagic to Xero Integration
• FAQs

Integration with QuickBooks Online 1

• Connecting to QuickBooks Online

Integration with MYOB AccountRight Live 1

• Connecting to MYOB AccountRight Live

Release Notes 43

• Fieldmagic Hotfix Release Notes - August 2023
• Fieldmagic Hotfix Release Notes - August 2023
• Fieldmagic Release Notes - August 2023
• Fieldmagic Release Notes - July 2023
• Fieldmagic Release Notes - June 2023

View all 43

Data Import 2

• Importing Your Data
• Carrying Out Upserts and Linking Records

Data Guides 1

• Field Character Limits for Standard Fields

Customer Portal 2

• How To Setup Your Customer Portal
• How to Customise the Fieldmagic Customer Portal

Advanced Search 1

• Advance Search: Build Filters and Find Any Data

Workflows & Notifications 2

• Customer Notifications Hub
• How To Configure Workflows and Notifications

Record Merge 1

• Record Merge

Stock Level Management 1

• Stock Level Management

Omnichannel 1

• Configuring Integrated Omnichannel (Phone and Chat)

Mega Menu 2

• Mega Menu (UI Changes) Grouped Navigation
• Customer Wizard