Fieldmagic

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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

See all 10 articles

Setting Up New Users 2

• Setting Up Additional Users
• Enabling Users to Show on the Calendar

Logging into Fieldmagic for Office and Mobile Users 1

• How to Login to Fieldmagic

Fieldmagic Mobile 2

• Installing Fieldmagic Mobile
• Overview of Mobile App

Lead Management 2

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

Sales Opportunities and Quoting 5

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

Job Management 18

• How to Create a Simple or Project Job
• How to Set Up a Project Template
• How to Schedule a Job
• How to Use Filters
• How to View a Service Report for a Job

See all 18 articles

Asset Management 7

• 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

See all 7 articles

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 2

• Designing Document Templates
• Configuring Designer Job Checklist Templates

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 18

• Fieldmagic Release Notes - May 2021
• Fieldmagic Release Notes - April 2021
• Fieldmagic Release Notes - March 2021
• Fieldmagic Release Notes - January 2021
• Fieldmagic Release Notes - End December 2020

See all 18 articles

Data Import 2

• Importing Your Data
• Carrying Out Upserts and Linking Records

Data Guides 1

• Field Character Limits for Standard Fields