Follow the steps below to estimate, invoice and apply a payment to a schedule request in FMX. Estimate a Schedule Request 1. Find the schedule request you wish to estimate (on the calendar or in t...
After the Purchase Order has been purchased it will remain in the “pending receipt” state until a user has indicated the shipment was received: 1. From the grid view select the receive shipment b...
Check out our February 2016 updates in this blog post!
You can make a standard name for a request based on a request type. Follow these steps to set up a standard name for a request type: 1. Go to Admin Settings in the left sidebar 2. Under Request Ty...
There are many email notifications you can receive for schedule requests. This article outlines what user type permissions and personal email preferences will allow you to receive certain notificat...
There are many email notifications you can receive for Planned Maintenance Tasks. This article outlines what user type permission and personal email preference will give you certain notifications. ...
Watch our video below to learn about our latest enhancements related to custom fields, resources, grid display customization, & more!
FMX offers several reporting options within the Maintenance Request module. A list of maintenance requests can be downloaded/exported from the grid view in the following formats: CSV (.csv) Excel ...
1. Contact your Account Manager, CSM or Support to turn this enhancement on for your organization. 2. Navigate to the Admin Settings > General > Schedule Request Settings or each building's details...