FieldOne Video Tutorials: Terra
Click the title of the video or the play icon below to view the FieldOne Terra tutorials.
This tutorial shows the entire workflow for a Service Call, from the initial client call through the recording, scheduling, posting, invoicing and payments associated with a service call. [50:09]
How to schedule a call, and all actions associated with the Schedule Board. [32:24]
Covers the workflow of installation projects, including estimating, job costing, scheduling, purchasing, billing and everything in between. We start with basics and move on to more advanced features.
Shows everything involved with Purchase Orders, including creating Purchase Orders, PO Receipts, and PO Bills. A companion tutorial to the "Processing Parts" tutorial (below).
Shows how to process parts that were recorded in the Estimates or Purchase Requisitions section.
See how to create Purchase Order Quotes, maintain them, and process them. [14:25]
Understand how to create and administer all employee information, including multiple billing rates for individual employees. [17:05]
Shows how to create and process Purchase Requisitions. [14:16]
If you sell Parts/Services over the counter you'd want to watch this tutorial.
This short video is designed to quickly walk you through the process of setting up FieldOne Terra on your mobile device. [2:32]
This tutorial walks you through Terra Mobile work flow from start to finish. [10:47]
Learn how to add a custom logo to FieldOne reports. [17:59]
Understand working with Tax Codes and Tax Groups. [7:11]
This five minute tutorial will show you how to create a new Company File. [4:08]
Screen and field customization to control which fields you see - and in what order - according to your requirements.
Getting to know the newly designed Rich Text word processor, with a more familiar interface. [2:31]
Watch how to utilize instant city and state auto-population, according to zip code. [2:13]
Watch to learn how to use color-coded scheduling sub-statuses. [6:28]
This tutorial explains how to use scheduling conflict notifications. [3:02]
Fidelity Payment Services integration for quicker and better credit card processing in the USA and Canada. [4:16]
Learn how to create new custom fields in Work Order and Estimate items. [4:49]