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General
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Service Dashboard Overview
Add a Note
Use Documents to Find Cloud Note Attachments
Using Ask Wennston
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
The tutorial includes the following:
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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
Add Costs to a Call and Post to Business Central
This tutorial includes the following:
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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
Add Time & Reimbursement Costs to a Service Call
This tutorial includes submitting and approving labor, travel, and reimbursement entries from the Time & Reimbursements tab on the service call. Then we post the these costs from the Service Call Costs tab. (Note that Allow direct Business Central posting for service call costs needs to be enabled in Service Settings.)
Work with Purchase Orders
This tutorial includes the following:
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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
Service Call Invoicing
Schedule
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Using the Schedule Board
This tutorial includes the following:
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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
Team Filtering on the Schedule Board and Map
FORGE Mobile™
FORGE Mobile Tutorial
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
Submit a Timesheet and View History in FORGE Mobile
Mobile Crew Time Entry
This tutorial includes the following:
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Set Up Crew Time Entry in FORGE
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Enter Crew Time on an Appointment
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Correct & Add Service Time Entries
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Reviewing Field Time
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Create an Unbilled Time Entry