Customer Success Team
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Creating a Rental PO
Overview Creating a New Rental PO Editing Rental PO Information Deleting a Rental PO Overview A Rental PO is a financial element in Flex that allows you to add items that you will be renting ...
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Creating a Purchase PO
Overview Creating a New Purchase PO Editing Purchase PO Information Deleting a Purchase PO Overview A Purchase PO is a financial element in Flex that allows you to add items that you will be pu...
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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 Overview The Quote is the main financial document in F...
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Adding and Editing Inventory Models
Overview Creating a New Inventory Model Field Definitions Editing an Inventory Model Uploading an Inventory Model Image and Files To upload an image to an Inventory Model: To upload a file(s)...
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Connecting Flex to Your CRM
CRM will move to an Open Beta state early April '26. Introduction Connecting to Your CRM Account Configuring the Basics Next Steps IntroductionThis article covers the basics of getting started wit...
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Connecting Flex to PayEngine
Introduction Information Required for your PayEngine Merchant Application Connecting to Your PayEngine Account Configuring the Basics Next Steps Introduction This article covers the basics of ge...
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Email Templates: Call Times Details field format mask options
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Staffing Settings
Overview Authorizations Staffing Assistant Plus Assignment Dashboard Crew Dashboard Overview The Staffing Settings page includes relevant settings for the StaffingPlus add-on. You can access the...
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Connecting Flex to Docusign
Introduction Connecting to Your Docusign Account Configuring the Basics Next Steps Introduction This article covers the basics of getting started with your Flex to Docusign integration. Be sure ...
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Troubleshooting Microsoft Single Sign-On (SSO)
Problem Role Basic Feature Solutions I get an error when trying to sign in with Microsoft. User Using the "Continue with Microsoft" button Your Microsoft Account email MUST mat...