FieldFX Documentation

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Admin Portal

FieldFX Base Managed Package

Where to Start
FieldFX Base Features
- Overview
- Core Features
  - Jobs
    - Setup
      - Copy
      - Lookup
    - Log
      - Setup
    - Multiple Currency
    - Picklist
    - Resources
      - Setup
      - Use
  - Price Books
    - Price Book Items
    - Price Book Builder (Deprecated)
      - Setup (Deprecated)
  - Quotes
  - Tickets
    - Checklists
      - Setup
    - Items
      - Grid
        
        Setup
      - Import
        
        Setup
      - Builder (Deprecated)
        
        Setup (Deprecated)
      - Wizard
        
        Setup
      - Workflow Setup
    - Log
    - Setup
  - FX E-Ticketing
  - FX Forms
  - FX Reports
  - Sync Engine
    - Sync 4
    - AutoSync
      - Setup
    - Syncing Data
    - Sync Rules
      - Records
    - AltSync
  - Workflows
    - Quote
    - Job
    - Ticket
    - Invoice
    - Credit Memo
FieldFX Mobile App
FieldFX Modules
Setup FieldFX Modules
- FX E-Ticketing
- Other Modules
Release Notes
- Overview
  - Deprecated Features
    - Pre 2023 Deprecated Features
- FieldFX Releases
  - 25R2
  - 25R1
  - 24R3
  - 24R2
  - 24R1
- Main Packages
- Other Packages
  - FX Timecards
  - Schedule & Dispatch
Reference
- FieldFX Reference
- Salesforce Reference
DEPRECATED
Admin Portal
- FX CPQ
  - Minimum Permissions
  - Module Setup
  - Object Relationships
  - Features
- FX EAM (Enterprise Asset Management)
  - Basics
  - Accounting
    - Create G/L Variables
    - Create the Chart of Accounts
  - Equipment
  - Maintenance
  - Work Orders
    - Record Types
    - Statuses
    - PM Group Schedules
    - Work Tasks
      - Work Task Steps
      - Standard Work Tasks
    - Labor
  - Inventory Management
- FX Invoicing
- DEPRECATED
  - Credit Memos
    - Items

FieldFX Base Managed Package Latest Release

DataGuide
- Latest Release
FieldFX Base Managed Package
- Latest Release
FieldFX Mobile
- Sync V4 Beta
- Sync V4
FX Lightning Managed Package
- Latest Release
FX Schedule & Dispatch
- Latest Release
FX Timecards
- Latest Release

FieldFX Base Managed Package
Setup FieldFX Modules
FX E-Ticketing
Features Setup
Workflows

Workflow Setup

For more information on workflow setup, see the following documentation:

Quote
Job
Ticket

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