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Account Setup & Settings
Articles, highlights, and much more to understand how to set up your organization on FieldCircle and get started.
Organization Settings
HRMS (Human Resource)
- How To Create Or Import Employee Data
- Create User/Employee Roles
- Setup And Create Leave Types/Categories
- How To Setup And Create Shift Times And Link Shift To A Branch
- Manage User Role-Based Permission And Access To System
- How To Setup Dates When Work Can't Be Scheduled For And Assigned
- How To Create Employee Designation And Titles
- Setup And Configure Notification For Employees/Staff
- How To Create Employee Types
- Create And Manage Attendance Tracking Settings For Your Business
Products And Services
- How To Add A Product'S Brand Name In Inventory Section
- How To Create, Edit, And Manage Manufacturer Name
- Setup, Configure And Edit Company Services Details Form
- How To Create Categories Of Services Provided By My Business
- Create, Edit And Manage Product Categories
- Setup And Manage Products And Parts Notification Settings
Books And Accounting
- How To Setup And Manage Payment Methods Categories
- How To Setup And Manage Tax Exemptions
- How To Setup Company'S Default Services Pricelist For All The Vendors
- Create And Manage Quotation Categories/Types
- How To Setup Tax Rate Categories And Tax Rates
- How To Club And Group Multiple Tax Rates
- How To Setup Company'S Default Services Pricelist For All The Customers
- How To Create And Manage Tax Authority And Tax Agency Names
- How To Setup And Manage Payment 'Paid Method' Categories And Details
- Create, Edit And Manage Quotation Forms
- How To Setup Expenses Categories and Types
Location Settings
Assets Settings
Agreements Settings
Service Channels Settings
Service Requests Settings
- Create And Manage Service Request Categories
- Setup And Manage Billing Type In Service Request Detail
- Create And Manage Service Request Source Type
- Create, Edit And Manage 'Case Type' In Service Request
- Create, Edit And Manage Service Request Information Form
- Setup And Manage Service Request(Tickets) Notifications And Messages
Work Order Settings
PM/Inspection Settings
- How To Import Preventive Maintenance/Inspection Data
- Setup Preventive Maintenance (Inspection) Category Details Form
- Setup Preventive Maintenance (Inspection) Workflow Form
- Setup And Configure Preventive Maintenance (Inspection) Failure Criteria For Email Escalation
- Setup And Manage Notification And Messages For Preventive Maintenance(Inspections)