Customer Success Team
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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 (Drag and Drop) Adding Items to a Quote (+ Icon) Editing Line Items on a Quote The "Mute" Boxes (LM, NM, TM, PM, WM) Drop Modes (Auto, Insert, and Add) Line Item Cog Wheel ...
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Adding and Editing Serial Units
Overview Adding a Serial Unit Editing a Serial Unit Uploading Files to a Serial Unit Marking a Serial Unit as Out of Commission Marking a Serial Unit as Decommissioned Marking a Serial Unit as Pre...
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How to Sync CRM Companies & Contacts into Flex
CRM will move to an Open Beta state early April '26. Introduction Contacts Match Found New Linked Companies Match Found New Linked Importing Companies and Contacts Next Steps IntroductionThi...
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Requesting PayEngine Payment Links from within Flex
Introduction Requesting a PayEngine Payment Link from within Flex Next Steps Introduction This article covers requesting a PayEngine payment link from within Flex. Be sure to check out PayEngine...
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