System Set-Up

This section covers all set-up aspects of Fieldmagic, including connecting your accounting system, building your job checklists, and configuring fields and system-wide options.

An Overview of Important Set-Up Tasks
Getting started setting up your Fieldmagic solution, we've put together a list of the common first set-up tasks you will want to focus on in order to s...
Wed, 11 Mar, 2020 at 2:19 PM
Configuring a Job Checklist
Fieldmagic allows you to set-up Job Checklists for use on both your Simple and Project type jobs.  Step 1: Settings If you are an Administrator user...
Thu, 31 Oct, 2019 at 11:24 AM
Configuring an Asset Checklist
Fieldmagic allows you to set-up Asset Checklists for use on Recurring Jobs as well as Simple Jobs for asset repair work.  Step 1: Settings If you ar...
Thu, 31 Oct, 2019 at 12:02 PM
Connecting your Accounting Package
Connecting your Accounting Package
Thu, 11 Jul, 2019 at 3:17 PM
Adding Custom Fields in Studio
Fieldmagic's Studio allows you to create new custom fields and control the placement of fields on your record layouts.  This includes the following...
Fri, 16 Aug, 2019 at 3:51 PM
Configuring your Asset Types and Attributes
Fieldmagic allows you to set-up your various different Asset Types and their unique Attributes (sometimes referred to as units of measure or metrics).  ...
Thu, 31 Oct, 2019 at 12:02 PM
Setting Up Departments
Reporting Use   Fieldmagic allows you to set-up departments for department-level reporting on Sales and Job Revenue and Statistics. This is a useful way t...
Wed, 4 Nov, 2020 at 2:59 PM
Setting Up Your Company Logo and Colours
Fieldmagic allows you to set-up your company logo and template colours, as well as header and footer details used across Quotes, Invoices and Purchase Order...
Mon, 4 Nov, 2019 at 2:57 PM
Setting Up Your Own Sales Opportunity Stages
Fieldmagic Enterprise provides you with the flexibility to define your own custom fields and drop-down values, including the ability to set your own Sales O...
Mon, 4 Nov, 2019 at 3:34 PM
How to Configure Your Asset Service Report Format
Fieldmagic supports both a Full Checklist Report as well as a Compact Checklist Report for Asset Reporting.  To configure your format, follow the below ste...
Tue, 12 Nov, 2019 at 10:42 AM