Fieldmagic Howto Videos

Get step by step videos for how to configure and use your Fieldmagic platform. Search below for a specific topic, or browse our articles by category below.

All Getting Started Advanced Features Training Managing Jobs Setup Data Management Job Scheduling Accounting Integrations Accounting Integrations Accounting Integrations Contract Pricing

Getting Started

  1. Introduction to Fieldmagic Navigation & Search
    2.
  2. Creating your First Quote
    3.
  3. Creating your First Job
    4.
  4. Setting a color in Configure Dropdown
    5.
  5. How to configure your subscription plan, payment methods, and billing information

Customers, Sites & Contacts

  1. Managing Leads and Contacts
    2.
  2. Attach Multiple Locations to a Single Customer in Fieldmagic
    3.
  3. Pag-sync ng Customer sa Accounting System
    4.
  4. Customer Portal Access
    5.
  5. How to Grant Portal Access to Customers
    6.
  6. Setting Up Customer Portal Access with Roles and Site Linking
    7.
  7. Requesting Portal Access for Contacts with Inactive Portal
    8.
  8. How to Add Contacts Across the System [Desktop]
    9.
  9. How to Add Contacts Across the System [Mobile]

Sales & Quoting

  1. Creating and Managing Quote Templates in FieldMagic
    2.
  2. List screen filters | Job and Quote
    3.
  3. Converting an Accepted Quote into a Job
    4.
  4. Creating a New Quote with Quote Wizard
    5.
  5. Replacing an existing line item in a template
    6.
  6. Scanning a QR Code to Add a New Item to a Quote

Recurring Jobs

  1. Simplify Service Contracts with Recurring Jobs & Invoices
    2.
  2. Setting up and Scheduling a Recurring Job
    3.
  3. Bulk Schedule Recurring Jobs
    4.
  4. How To Generate Recurring Jobs Using Site
    5.
  5. How To Generate Recurring Jobs Using Service Group

Job Management

  1. How to Create a Fixed Price Job
    2.
  2. Creating Job Templates in FieldMagic
    3.
  3. How to Create a Job from a PDF Work Order Using AI
    4.
  4. Create And Schedule Jobs In FieldMagic
    5.
  5. How to Manage Files in Work Location

Cost Centers

  1. Role Management in Cost Centers Explained
    2.
  2. Creating and Applying Cost Center Templates
    3.
  3. Setting Up Job Cost Centers for Tracking

Asset Inspections & Management

  1. Migrated Inspection Period and Old Inspection Period
    2.
  2. Link multiple checklist to an Asset Type
    3.
  3. Inspecting Assets
    4.
  4. Asset Inspection
    5.
  5. How to Bulk Update the Asset Type
    6.
  6. How to Create Asset Types using Generate with AI
    7.
  7. Scanning a QR Code for an Asset Type and Checklist in a Job

Job Scheduling

  1. How to Schedule & Manage Jobs in Fieldmagic
    2.
  2. Bulk Scheduling Recurring Jobs
    3.
  3. Bulk Scheduling Options for Jobs
    4.
  4. List screen Filters
    5.
  5. Setting indicators using Scheduler Settings
    6.
  6. Customizing Job Statuses by Job Type
    7.
  7. How to Bulk Schedule in Scheduler
    8.
  8. How to Optimize Route in Scheduler

Resource Management

  1. How to Set Up Resource Types, Resources, and Schedule Against a Resource
    2.
  2. Configuring Default Users and Adjusting User Schedules for a Resource

Checklists and Safety

  1. Add Customer Sign-Off Checklist to Jobs
    2.
  2. Starting a Job with SWMS in the Mobile App
    3.
  3. Setting Up a Computed Value Prompt in a Checklist
    4.
  4. Setting Up Nested Computed Values in a Checklist
    5.
  5. Adding SWMS to a Job
    6.
  6. Setting up display conditions for checklist prompts

Administration

  1. Inviting Users to your System
    2.
  2. Creating your First Job Checklist
    3.
  3. Setting Up a Custom Email Domain
    4.
  4. Using Workflow Rules for Job Checklists
    5.
  5. Disable Email Notifications By Bulk Updating User Settings
    6.
  6. User Management System Tutorial
    7.
  7. How to Deactivate a User Account
    8.
  8. Create a Second FieldMagic Account
    9.
  9. How to Deactivate a User Account
    10.
  10. Requesting Job or Quote in the Portal
    11.
  11. How to Customize Fields and Form Layouts in Fieldmagic

Asset Management

  1. Creating your Asset Types
    2.
  2. Scheduling and Performing Asset Inspection - Scheduling, Capturing Defects and Reporting
    3.
  3. Quoting & Repair Workflow for Asset Defects
    4.
  4. Bulk Editing and Updating Asset Records in FieldMagic
    5.
  5. Creating New Customer/Site Assets from Mobile
    6.
  6. Reporting Resolved Defects in Inspection Jobs
    7.
  7. Manage Asset undo button
    8.
  8. Customer and Site Linking in Manage Assets
    9.
  9. Linking Assets to a Job in Manage Assets

Data Management

  1. Merging Duplicate Records
    2.
  2. Import Your Data into Fieldmagic in Just 10 Minutes!
    3.
  3. How to Import Data from a Connected Accounting System
    4.
  4. How to Import Data from a Connected Accounting System
    5.
  5. Resyncing Main and Search Databases

Integration & API Management

  1. How to Set Up API Access in Fieldmagic
    2.
  2. API Integration Setup with FieldMagic & Make.com

Reporting & Dashboards

  1. Creating Advanced Reports in FieldMagic
    2.
  2. Master Workspace Filters, Operators Made Simple
    3.
  3. Retrieve Stock Value Using Built-in Reports
    4.
  4. How to Compress a Job Report

Contract Pricing

  1. Contracts | how to add Contract Pricing for products
    2.
  2. Contracts | creating a Recurring Invoice inside the Contract
    3.
  3. Contracts | creating Customer Invoice using the Contract Pricing
    4.
  4. Contracts | creating and generating Recurring Invoice with the Contract Pricing

Accounting Integrations

  1. Sync a New Customer to Accounting System
    2.
  2. Integrating an Accounting System and Importing Data
    3.
  3. Importing Data from a Connected Accounting System

Checklists And Safety

    Document Templates

    1. Accessing Variables in Document Templates
      2.
    2. How to Create Tables in HTML Templates

    Customer Portal

    1. Managing Module Visibility in the Customer Portal
      2.
    2. Managing Displayed Fields in the Customer Portal
      3.
    3. Customizing Displayed Fields in the Customer Portal
      4.
    4. Resetting and Changing Customer Portal Password
      5.
    5. Filtering Columns in Customer Portal

    PDF Annotation

    1. How to Annotate PDF Files of a Job in the Mobile App
      2.
    2. How to Annotate PDF Files of an Asset in the Job in the Mobile App
      3.
    3. How to Annotate PDF Files of a Site of the Job in the Mobile App

    Data Warehouse

    1. Connecting FieldMagic to Google BigQuery

    PDF Parsing

    1. Create and Utilize a PDF Parsing Rule

    Group Email Management

    1. Create and utilize Group Emails
      2.
    2. Utilizing the Create and Link Record to Emails

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