See the new features released between July and September 2024, including Invoicing updates, new IT Integrations, Scheduling improvements, and more.
New Mobile Device Management Integration: Intune
FMX has released another new Mobile Device Management Integration. This new MDM integration makes it easy to sync all user and Microsoft device data in FMX.
Once device and user data are synced, FMX users can deploy one-to-one devices, manage device assignments, view device data, and create IT tickets in one platform when paired with 1:1 Asset Manager.
For more information, please reach out to your Account Manager.
Customers can reference the following articles for setup steps:
- Intune User Setup & Device Setup
New User Provisioning Integration: Okta Provisioning
FMX has released a user provisioning integration with Okta. IT Teams can add users to FMX before they sign in with SSO—assign provisioned users devices, add them to tickets, and more. Okta provisioning saves valuable time setting up users in FMX.
For more information, please reach out to your Account Manager.
Customers can reference the following article for setup steps:
Standard Invoice Line Items
With this new feature, standard rates and fees can be created to apply as line items on invoices.
By setting these standard invoice line items, organizations can invoice more quickly and accurately. This is especially beneficial for common IT repairs, facility rentals, and more.
How to set it up:
1. Go to Admin Settings.
2. Then, go to the Invoice Line Items section and click the "Add invoice line item" button.
3. Fill out the following fields:
- Name: This is the name of the standard invoice line item; this field is required.
- Rate: The cost of the line item; this field is required.
- Modules: Choose which modules you would like to associate this line item with; this field is optional.
- Request Types: If you selected specific modules, you may limit the line item further by selecting which request types it should be associated with.
- Equipment type: Choose which equipment types you would like to associate this line item with; this field is optional.
- Resource types: Choose which resource types you would like to associate this line item with; this field is optional.
- Calculation Method: Hourly (for events only) or quantity-based.
4. Select Save when you are done.
See this support center article for details.
Work Request Invoicing
Invoices can now be associated and sent from any work request module, such as technology, maintenance, or custom modules. Additionally, see invoices sent to specific people within their User and Contact logs.
This feature makes sending invoices faster, ties them to the work completed, and enhances the oversight of tracking the status and history of invoices by a user.
How to set it up
- Navigate to Admin Settings -> User Types and edit the User Type you would like to have the capability to assign associated invoices.
- Navigate to Invoice Access -> Allowed Modules. Select the modules you would like to create invoices for.
- Select Save once you are done.
See this support center article for details.
Alternate Invoice Email
Users can add an alternative email address to send invoices to an FMX user's parent, guardian, or other ideal billing contact.
How to set it up
- Go to Users & Contacts. Find the user for whom you would like to add an alternative email address and click the Administer button
- Then, add an email address to the Invoice email field
- Select Save when you are finished
See this support center article for details.
Enforce Schedule Request Approval Order Hierarchy
With this new feature, ensure the approval order hierarchy for schedule requests is followed to enhance awareness and communication and reduce confusion.
An enforced approval order hierarchy requires that schedule request approvals be approved by someone in the order of each tier.
How to set it up
- Go to Admin Settings
- In the "General" section go to "Schedule Request Settings"
- Then check the box to “Enforce approval order hierarchy”.
- Lastly click the save button at the bottom.
See this support center article for details.
Visualize Approval Order Status for Schedule Requests
When an approval order hierarchy is set, ensure users can see who is next in the chain to avoid confusion and see who is next up to review the request.
How to set it up
- Go to the Admin Settings > User Type
- Select the edit button of the user type you would like to have access
- Go to the "Schedule Request Access" Section
- Change the “View approval Order Status” field to “Any”, “Accessible Buildings”, or “Own”
- Then select save at the bottom.
See this support center article for details.
Override Schedule Request Approval Orders
Users with this permission can approve any schedule request regardless of where it is within the approval process.
In the example below, the user Jared Crockett has the ability to approve this request even though he is not in any of the approval tiers. You can also set this up for specific users within the approval order to bypass others.
We recommend this setting be applied sparingly to reduce confusion about the approval order.
How to set it up
- Go to "Admin Settings" then to the "User Type" section
- Select the "Edit" button of the user type you would like to have access to this feature
- Then go to "Schedule Request Access" and check the box for "Override approval order"
- Lastly select the "Save" button at the bottom
See this support center article for details.
Automated Event Request
FMX now has the ability to create an auto-generated work request (maintenance, technology, or custom) from a checkbox custom field on a schedule request.
This reduces the manual effort required to send setup or teardown tasks to other teams to run a successful event.
How to set it up:
- Go to the Admin Settings and then the Custom Fields Tab and select "Add custom Field":
- Create a custom field with the type "Checkbox" and in the dropdown, select "Schedule Request Details"
- Check the box for “Create automated request”.
- Then, select the module and request type.
- Save
See this support center article for details.
Work List
Work List is a tool for admins and managers to view, assign, and resolve all work across their FMX site. This includes maintenance requests, planned maintenance, technology requests, and any other work request module.
How to set it up
- Go to the admin settings and then to the "User type" section.
- Then select the edit icon for the user type you would like to have access to Work List.
- Then scroll to the bottom to the "Work List Access" section. Check the box for "Can access work list" and click the save button.
To disable Work List repeat the above steps and uncheck the box for "Can access work list".
Work List will only show tasks/requests that the user has access to and only actions the user can perform.
See this support center article for details.
Bulk Add Images to FMX (Equipment & Inventory)
This tool can reduce the time spent uploading images to equipment or inventory items.
To bulk add images to your equipment in FMX, please have a member of your team contact FMX. FMX can then turn on the "Image Bulk Import Tool".
Once the tool has been turned on, you can upload images in bulk to your equipment and inventory items in FMX.
Custom Field Tool Tips
Users can create tooltips on a custom field to:
- Provide instructions to requestors
- Define what a particular field represents
- Set expectations or best practices to fill out the field
How to set it up
- Go to admin settings and then to the custom fields section.
- To add a tooltip, create a new field by selecting the "Add custom field" button, or edit an existing field by selecting the edit icon.
- Fill out the "Tooltip" field with the message you would like to appear when a user hovers over the field's name.
- Lastly, hit the "Save" button at the bottom when you are done.
See this support article for details.