How to create a quotation in Fieldmotion, followed by a job and invoice
Thank you for your inquiry.
Contained in the link below is a tutorial which outlines how to create a quotation, and from that quotation the subsequent job and invoice which will follow.
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How to deacivate a user profile and create a new user profile
Please find below in the secure link, a short tutorial video which takes you through the process of deactivating a user and creating a new user profile How to deactivate users profiles and create a new user profile in their place.mp4
How to export customer data from Fieldmotion
Please follow the below step by step guide to export data from the customer module Step 1 Go to 1. Settings 2. Customer Settings 3. Enter an export password (Passwords are case sensitive) 4. Reconfirm it in the field to the right Please note that ...
Android 13 Update - What app users need to do
New Fieldmotion app update avaliable for Android devices An updated version of the Fieldmotion App is avaliable to download on the Google Play Store. Your app user may have auto-updates turned off, so it is important that they check if an update is ...
New Log in URL
From Wednesday 28th June 2023, to log in to Fieldmotion, please enter the following into your web browser login.fieldmotion.com If you have saved Fieldmotion previously as a bookmark, please delete this bookmark, and once logged in via the new URL, ...
How to Clear the app's cached data on an Android Device
When safe to do so, ie you do not have any partially completed jobs in your job list, and you do not have any items in the upload queue Step 1. Please log out of the Fieldmotion app. Step 2. Click on the Settings icon on your Android Device Step 3. ...
Related Articles
How to create a Quote then a subsequent job and invoice
Thank you for your inquiry in relation to creating a Quotation. Once you have created your Quotation, you can then create a job and following completion of the job can then create an invoice. The attached video tutorial will take you though this ...
How to create email templates and assign them to your job forms
Many thanks for your Inquiry. In Fieldmotion, you have the ability to create your own customized emails which can be sent to your clients when you complete jobs, invoices, quotations and purchase orders. In the link below, we take you through how to ...
How to create Jobs and Recurrences on Fieldmotion, and add attendees
Thank you for your Inquiry. On the tutorial video in the link below, we show you how to create jobs in Fieldmotion, how to create a recurrence for that job and also how to add attendees to a job https://youtu.be/ztdRTGk86f4 Best regards Support Team
Important information if you are planning to Sync Xero and Fieldmotion
The Customer section in Xero is divided into Three groups. 1. Customers - These would be customers whom you have raised invoices for previously in Xero. 2. Contacts - These would traditionally be refered to as leads, information for those contacts ...
Creating Job Notifications via email for Clients and App users
Thank you for your inquiry. In Fieldmotion, you can create custom email templates and then assign these to Notifications so that your clients and/or mobile app users will receive a bespoke email alerting them to any or all of the following events: 1. ...