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The FS Helpdesk Experience !

Customer

Job Scheduler(8)

  1. What is the Job Scheduler?
  2. Import Job Scheduler Data
  3. Set-up Job Scheduler Data - Job Status
  4. Add or Edit Employee Skills
  5. Set-up Job Scheduler Data - Job Types
  6. Job Scheduler Data - Quote Type
  7. Set-up Job Scheduler Data - Quote Status
  8. Set-up Job Scheduler Data - Job's Schedule Status

Leads & Customers(7)

  1. Add or Edit Customer Statuses:
  2. Add or Edit Customer Lead Sources
  3. Add or Edit Workflow
  4. Add or Edit Customer Group
  5. Add or Edit Customer Invoice Statuses
  6. Import Customer Data
  7. Edit a Lead - Inline Editing