Table of Contents
- Premier Feature Training
Premier Feature Training
Introducing FieldEdge Premier
We're excited to introduce the ability to upgrade to FieldEdge Premier, offering new features that were created to increase sales, performance, streamline daily tasks in the office, and provide enhanced reporting for visibility across your business! As part of this introduction, we'll be conducting FieldEdge Premier feature training webinars. From this page, you will be able to register for upcoming Premier feature training as well as view past training. The following webinar will introduce FieldEdge Premier, along with the new features that are available when you've upgraded to this exciting new product tier.
In this training, you'll learn how to utilize one of the newest FieldEdge Premier features, Multiple Quotes! We'll show you how you can provide up to 5 pricing options on a single quote for your customers to choose from, helping you have a more efficient workflow for those "Good, Better, Best" proposals.
Reminders, Prospect vs. Customer Tracking, and Advanced Dispatch Filtering
In this training you'll learn how to utilize some of the newest FieldEdge Premier features. When it comes to Reminders, we'll show you how you can schedule reminders for your work orders so you don't forget to follow-up on those key tasks, such as ordering parts a few days before an upcoming job or scheduling a return visit a week after your original appointment. Explore how to apply multiple filters to your dispatch board with our new Advanced Dispatch Filters, so you can view each of your agreement work orders at a glance. Finally, we'll tackle how you can keep your customer list clean with the new Prospect vs. Customer tracking, allowing you to control which records are sent to your accounting system.
In this webinar to learn how to utilize one of the newest FieldEdge Premier features, Multiple Agreements! We'll show you how you can set up different maintenance plans for your customers who have multiple pieces of equipment, and even offer different discounts for each unique plan.