Customer Success Team

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  • QuickBooks Online | Overview and Key Concepts

    Overview The Purpose of QuickBooks Online Integration with Flex How It Works Terms and Definitions Overview Flex integrates with QuickBooks Online to give you a quick and easy way to push invoic...

  • API Getting Started Guide

    Overview About Flex5 API Keys Request Access Generating Flex API Keys Understanding API Key Permissions Using Flex5 API Keys Accessing Your Own API Documentation Writing Your Own Code Understa...

  • Navigating the Layout of Flex (Video)

     

  • Serialized vs Non-Serialized

    Overview Serialized Model Example Non-Serialized Model Example Changing Non-Serialized Model Quantities OverviewAll of the physical inventory items that you want to track in your Flex system need ...

  • Creating an Event Folder

    Overview Creating a New Event Folder Editing Event Folder Details Adding Child Elements to an Event Folder Deleting an Event Folder Undeleting an Event Folder OverviewEvent Folders are a project e...

  • Free Scan In

    Overview Free Scanning Equipment In Printing the Free Scan In Report Overview After equipment has returned from a job, it can be scanned back into your available inventory. Using the Free Scan ...

  • Creating an Invoice

    Overview Creating a New Invoice Editing Invoice Details Adding Child Elements to an Invoice Deleting an Invoice Undeleting an Invoice OverviewAn Invoice is typically created from a Quote and can b...

  • Creating a Rental PO

    Overview Creating a New Rental PO Editing Rental PO Information Deleting a Rental PO Undeleting a Rental PO Overview A Rental PO is a financial element in Flex that allows you to add items tha...

  • Creating a Purchase PO

    Overview Creating a New Purchase PO Editing Purchase PO Information Deleting a Purchase PO Undeleting a Purchase PO Overview A Purchase PO is a financial element in Flex that allows you to add ...

  • Creating a Quote

    Overview Creating a New Quote Field Definitions  Editing Quote Details Adding Child Elements to a Quote Deleting a Quote Undeleting a Quote OverviewThe Quote is the main financial document in Flex...