Tutorials

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General

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• Service Dashboard Overview

• Adding a Note

Accounts

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• Create a Customer

• Create a Location

• Create a Vendor

• Create a Contact

Equipment

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• Create an Equipment Record

Service Calls and Appointments

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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.

• Create a Service Call

• Add an Appointment to a Service Call

Adding Costs to a Service Call

• Add Costs to a Call and Post to Business Central
  This tutorial includes the following:

  • Add inventory costs to a call

  • Add non-inventory costs to a call

  • Posting directing to Business Central

• Adding Labor and Reimbursement Costs to a Call from Timesheets
  (Approving time and reimbursements from Timesheets)

• Adding Labor and Reimbursement Costs to a Call from the Service Call
  (Approving time and reimbursements from the Time & Reimbursements tab on the service call)

Working with Purchase Orders

• Create a Purchase Order and send to ERP

• Create a Purchase Order by Uploading a Receipt

• Print the Purchase Order in FORGE

• Cancel a Purchase Order Sent to Business Central

• Posting Purchase Order Costs

• Create an Inventory Return for a Purchase Order

Processing a Service Call

WS Integration Setup Window

• 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:

• Posting Labor and Reimbursement Costs

• Posting Purchase Order Costs

• Posting Non-Inventory and Mileage Costs

• Posting Inventory Costs

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:

• Adding Costs and Direct Posting

Invoicing the Service Call & Creating a Credit Memo

• Invoicing the Service Call

• Creating a Credit Memo

Schedule

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• Schedule Overview

• Schedule Drag-and-Drop

• Using the Smart Planner

Map

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• Using the Map window

Reporting

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• Running a Report

Settings

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Greenshades Integration

• Greenshades Integration

  • Importing Departments

  • Importing Positions

  • Importing and Setting Up Employees

  • Creating a User

  • Create a Resource

  • Setting Up Rate Categories

  • Setting Up Employee Rates

  • Setting Up Labor Rate Groups

Other Settings

• Create a Priority

• Create an Equipment Type Record

• Create a Manufacturer Record

• Create a Skill Level

FORGE Mobile™

FORGE Mobile Tutorial

This tutorial includes the following:

• Appointment Details Review

• Capture Travel and Mileage

• Capture Appointment Labor Time

• Capture Costs and Expenses

• Create a Purchase Order

• Appointment Resolution and Time Review

• Add General Time Entries

• Mobile Device View Video

Workflow Designer in FORGE

• Workflow Designer in FORGE Overview