A Few Key Points Before You Get Started:
- Menus listed along the left side of the page will be used to perform day-to-day tasks:
- Dashboards
- Customers
- Jobs
- Scheduling
- Equipment
- Inventory
- Employees
- Vendors
- Accounting
- Tasks
- System Settings for your account can be found by clicking the gear icon in the upper right corner. An Admin User will have access to all settings. Standard Users will have limited access.
- Bella FSM is ready to go the moment you sign up. There is no requirement to modify or add any system settings. You can adjust these settings as needed.
- Customize terms such as Job Status, Customer Type, Location Zones and Job Names.
- Customize the Estimate, Work Order, and Invoice forms.
- Create custom data fields to display on the different page types.
- Set up Email Settings if you are planning to send email alerts from Bella FSM.
- learn more about system settings…
- Customers can be imported as well as added individually as needed. There is no limit to the number of customers you can have in your account.
- Click the left side menu Customers then ‘New Customer’ to add a new customer.
- To import a customer list click the left side menu ‘Import Customers’ and follow the steps.
- Each customer can have one or more jobs, estimates, work orders, and invoices.
- Jobs for customers can be created by clicking the left side menu Jobs then select ‘New Job’.
- Work Orders, Invoices, Estimates (Quotes) are all created from a job.
- For example, to create an estimate for a customer, create a new job and set the Job Status to ‘Estimate’.
- If the customer accepts the Estimate then open the Job and change the Job Status to ‘Work Order’. It’s that simple!
- Items are your products and services. These are similar to Items in QuickBooks and other accounting software.
- Add Items by clicking the left side menu Accounting then ‘Item List’ then the ‘Add Item’ button at the top of the list.
- Several Items were created when you set up your account to help you get started.
- You can edit these Items and add or import as many Items as needed.
- You will be able to add Items to job work orders, invoices, and estimates.
- learn more about items…
- Field Resource is the term used for an employee or vendor you want to assign jobs.
- Example Field Resources are technicians, subcontractors, sales reps, and you!
- When creating a job, you will be able to assign one or more Field Resources.
- When you create an employee or vendor you will see an option to set as a Field Resource which is explained further below.
- Employees can be added by clicking the left side menu ‘New Employee’.
- If the employee is a Field Resource activate that option (image below) to be able to assign them to jobs.
- You have the option to assign a color code which will display in the calendar as the background color of a job visit the Field Resource is assigned to.
- learn more about employees…
- Vendors (subcontractors) can be added by clicking the left side menu ‘New Vendor’ or ‘Vendor Importer’ if you have a list to import.
- If the vendor is a Field Resource activate that option (same as image for employee above) to be able to assign them to jobs.
- You have the option to assign a color code which will display in the calendar as the background color of a job visit the Field Resource is assigned to.
- Your Company Profile can be added to display on Work Order, Invoice, and Estimate PDF forms.
- Click the gear icon then select ‘PDF Forms’.
- Then click ‘Company Profile for PDF forms’ and enter the information you would like to display.
- Each PDF form template can be modified by clicking on the form in the list.
- Multiple Users – If you added multiple Users in your Bella FSM account, assign an employee or vendor to each Username.
- Select ‘User List’ under the gear icon then click on the Username to edit and assign an employee or vendor and set the username password.
- Mobile Access – access Bella FSM from your mobile device using the same URL as you use from your computer or laptop, secure.bellafsm.com. You do not need to download an ‘app’. The system will detect you are logging in from a mobile device and make the required adjustments to provide full functionality. Bella FSM is compatible with all modern mobile devices.
That’s it! You are ready to Streamline Your Business!