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Fieldmagic Help
Subscription Management
0
System Set-Up
11
An Overview of Important Set-Up Tasks
Configuring a Job Checklist
Configuring an Asset Checklist
Connecting your Accounting Package
Adding Custom Fields in Studio
See all 11 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
17
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 17 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
1
Setting Up Recurring Invoices
Dashboards and Reporting
1
Dashboards and Reporting
Document Template Builder
1
Designing Document 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
14
Fieldmagic Release Notes - December 2019
Fieldmagic Release Notes - February 2020
Fieldmagic Release Notes - March 2020
Fieldmagic Release Notes - April 2020
Fieldmagic Release Notes - End of April 2020
See all 14 articles
Data Import
2
Importing Your Data
Carrying Out Upserts and Linking Records
Data Guides
1
Field Character Limits for Standard Fields
Help Desk Software
by Freshdesk