Customer Success Team
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Edit Calendar Settings
Overview General Settings List View Settings Overview When you click the Edit Calendar Template cog-wheel next to the calendar template selector, you will see a popup with settings for that cal...
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Searching for an Element
Overview Searching from the Resource Browser Searching from the Projects Menu Overview There are two ways to search for all types of "Elements" (Quotes, Invoices, Event Folders, etc.) in your Fl...
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Connecting Flex to Your QuickBooks Online Account
Overview Connecting to Your QuickBooks Online Account Disconnecting from Your QuickBooks Online Account Overview Flex can integrate with QuickBooks Online, allowing you to push elements from Fle...
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Inventory Basics (Video)
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Creating a Crew Call
Overview Creating a New Crew Call Editing Crew Call Details Adding Child Elements to a Crew Call Deleting a Crew Call Overview The Crew Call is a staffing element in Flex that allows you to assi...
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Free Scan Out
Overview Free Scanning Equipment Out Assigning Free Scanned Out Equipment to a Job Printing the Free Scan Out Report Overview Sometimes you might have to scan equipment that isn’t assigned to a ...
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Building and Editing an Invoice
Adding Items to an Invoice Editing Line Items on an Invoice Sort Modes (Auto, Insert, and Add) Line Item Cog Wheel Options Workbench Menu Options Adding Items to an Invoice To add an item to an...
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Building and Editing a Purchase PO
Adding Items to a Purchase PO Editing Line Items on a Purchase PO The "Line Mute" (LM) Box Drop Modes (Auto, Insert, and Add) Line Item Options Menu Workbench Menu Options Adding Items to a Pur...
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Building and Editing a Rental PO
Adding Items to a Rental PO Editing Line Items on a Rental PO The "Line Mute" (LM) Box Drop Modes (Auto, Insert, and Add) Line Item Options Menu Workbench Menu Options Adding Items to a Rent...
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Building and Editing a Quote
Adding Items to a Quote Editing Line Items on a Quote The "Mute" Boxes (LM, NM, TM, PM, WM) Drop Modes (Auto, Insert, and Add) Line Item Cog Wheel Options Workbench Menu Options Adding Items to ...