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General
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Accounts
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Equipment
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Service Calls and Appointments
To open the tutorial in a new tab or window, right-click the hyperlink and select the option.
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Service Calls - Create and Schedule Tutorial
The tutorial includes the following:-
Using the Service Calls List window: Learn how to filter, sort, add columns, and search in the Service Calls list window.
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Create a Service Call
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Add an Appointment to a Service Call
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Adding Costs to a Service Call
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Add Costs to a Call and Post to Business Central
This tutorial includes the following:-
Add inventory costs to a call
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Add non-inventory costs to a call
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Posting directing to Business Central
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Adding Labor and Reimbursement Costs to a Call from Timesheets - Coming soon!
(Approving time and reimbursements from Timesheets) -
Adding Labor and Reimbursement Costs to a Call from the Service Call - Coming soon!
(Approving time and reimbursements from the Time & Reimbursements tab on the service call)
Working with Purchase Orders
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Working with Purchase Orders Tutorial
This tutorial includes the following:-
Create a Purchase Order
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Create a Purchase Order by Uploading a Receipt
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Sending the Purchase Order to Business Central
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Posting the Purchase Order in Business Central
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Posting Purchase Order Costs on a Service Call
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Create an Inventory Return for a Purchase Order
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Print the Purchase Order
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Cancel a Purchase Order Sent to Business Central
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Processing a Service Call
WS Integration Setup Window
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Review the WS Integration Setup Window in Business Central
This window displays the journal template names and their related batch name.
Send to ERP
The following tutorials are based on using the Send to ERP option:
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Posting Labor and Reimbursement Costs - Coming soon!
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Posting Purchase Order Costs - Coming soon!
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Posting Non-Inventory and Mileage Costs - Coming soon!
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Posting Inventory Costs - Coming soon!
Direct Posting
The following tutorial shows how to add a cost to a call and then direct post the service call costs (based on Service Settings) to Business Central:
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Adding Costs and Direct Posting - Coming soon!
Invoicing the Service Call & Creating a Credit Memo
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Invoicing the Service Call - Coming soon!
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Creating a Credit Memo - Coming soon!
Schedule
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Using the Schedule Board
This tutorial includes the following:-
Schedule Overview
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Drag-and-Drop to Schedule Calls
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Create a New Appointment
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Using the Smart Planner
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Map
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Using the Map window - Coming soon!
Reporting
To open the tutorial in a new tab or window, right-click the hyperlink and select the option.
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Running a Report - Coming soon!
Settings
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Greenshades Integration
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Greenshades Integration
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Importing Departments
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Importing Positions
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Importing and Setting Up Employees
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Creating a User
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Create a Resource
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Setting Up Rate Categories
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Setting Up Employee Rates
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Setting Up Labor Rate Groups
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Other Settings
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Create a Priority
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Create an Equipment Type Record
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Create a Manufacturer Record
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Create a Skill Level
FORGE Mobile™
This tutorial includes the following:
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Appointment Details Review
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Capture Travel and Mileage
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Capture Appointment Labor Time
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Capture Costs and Expenses
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Create a Purchase Order
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Appointment Resolution and Time Review
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Add General Time Entries
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Mobile Device View Video