Tutorials

To open the tutorial in a new tab or window, right-click the hyperlink and select the option.

General

• Service Dashboard Overview

• Adding a Note

Accounts

• Create a Customer

• Create a Location

• Create a Vendor

• Create a Contact

Equipment

• Create an Equipment Record

Service Calls and Appointments

Creating and Scheduling a Service Call

• Create a Service Call from the Service Board

• Add an Appointment to a Service Call

Adding Costs to a Service Call

• Add Inventory Costs to a Call

• Add Non-Inventory Costs to a Call

• Adding Labor and Reimbursement Costs to a Call

• Create an Inventory Return

Adding a Purchase Order

• Create a Purchase Order

• Add a PO Line

Processing a Service Call

• Review the WS Integration Setup Window in Business Central
  This window displays the journal template names and their related batch name.

• Posting Labor and Reimbursement Costs

• Posting Purchase Order Costs

• Posting Non-Inventory and Mileage Costs

• Posting Inventory Costs

Invoicing the Service Call & Creating a Credit Memo

• Invoicing the Service Call

• Creating a Credit Memo

Schedule

• Schedule Overview

• Schedule Drag-and-Drop

• Using the Smart Planner

Map

• Using the Map window

Settings

• 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

• Create a Priority

• Create an Equipment Type Record

• Create a Manufacturer Record

• Create a Skill Level

FORGE Mobile™

• FORGE Mobile™ Landing Page & Workflow Overview

• FORGE Mobile™ Info Tab

• FORGE Mobile™ Travel and Labor Tabs

• FORGE Mobile™ Creating Reimbursement or Per Diem Entries

• FORGE Mobile™ Costs Tab

• FORGE Mobile™ Expenses Tab

• FORGE Mobile™ Purchase Order Tab

• FORGE Mobile™ Resolution Tab & Create New Appointment

• FORGE Mobile™ Device View

• Workflow Designer in FORGE Overview