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Knowledge Base

FireMate for Administration & Accounts (Desktop)

FireMate for Administration & Accounts (Desktop)

Guides for FireMate Desktop users

FireMate Search

Save a favourite FireMate search

Contract

Set all Quotes to display/hide the Labour and Parts breakdown

Transfer of Contracts and Properties

Property

How to set the Product Inspection Period for System and Equipment Types

Products

Create custom fields on Products

Schedule & Assign

How to bulk update Notifications and Scheduling and/or Estimated Durations

Locating missed inspections in FireMate

Activities and Jobs (RA / SR)

Using the 'Can't Complete' status

How to allocate multiple technicians to Routine Activities or create Technician Teams

How to split Product Inspection Periods on a Routine Activity.

Assets

How to search for pressure test due dates of extinguishers

Quotes

How to copy a quoted price to defects

Display or hide the breakdown of labour and parts on a Quote

Invoicing

Generate Contract invoices

How to search for overdue invoices

Invoicing Core Essentials

Custom Invoices

Consolidating Job Invoices

Crediting Invoices

See more

Timesheets

How to deactivate a Timesheet Event Types or Allowances

Edit a Timesheet Event Type or Allowance

Create a new Timesheet Event Type or Allowance

Timesheet Supervisors

Reporting

Report on defects raised via the FireMate Mobile Call Out Book

Automated Emailing and Scheduled Reporting

FireMate Administrator FAQs

Deactivate, reactivate or transfer data located on Customers, Contracts and Properties.

Using the Australian Standards™ in FireMate Desktop

How to Active and Deactivate Customers, Contracts and Properties

Payment, Charging and Quoting Entities

Understanding Payment, Charging and Delivery Entities

Dashboard

Customising the FireMate Dashboard

Add a webpage to the FireMate Dashboard