How your clients can create jobs in their customer portal for you
Thank you for your Inquiry.
Your existing and new clients have the opportunity to create jobs from their system directly into yours with minimal effort ( the only thing you need to do is assign the job to one of your colleagues )
Recent Articles
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
Creating jobs from the customer portal
Thank you for your inquiry. Once you have activated your clients portal, you can further enhance this USP for your business by allowing your clients to create jobs from the customer portal directly into your system. The attached tutorial will show ...
Customer portal set-up - an illustrated guide.
Thank you for your inquiry. To set-up a portal for your client please review either the instructions below or the short tutorial video. Many thanks Support Department NEW FIELDMOTION CUSTOMER PORTAL Go to : https://fieldmotion.com/customer-portal/ ...
How to Merge customers in Fieldmotion
Thank you for your Inquiry. Please find in the link below a tutorial to show you how to merge customers on Fieldmotion. https://youtu.be/ZHdKUpfRzCQ Please note that you will have to create a merge password first When you initially run the merge ...
Importing jobs into Fieldmotion
You can create jobs in Fieldmotion by importing your existing information. You will have to populate this information in the correct cells of the attached import template spreadsheet. The key cells are ; Date and time of jobThe date and time that you ...
Importing jobs into Fieldmotion
You can create jobs in Fieldmotion by importing your existing information. You will have to populate this information in the correct cells of the attached import template spreadsheet. The key cells are ; Date and time of jobThe date and time that you ...