Step by step instructions on procedures, tips and installations.

Sections

  • Add a Contact
    Learn how to manage contacts.. Watch this helpful video for instructions.

  • Add a Document 
    Learn how to manage documents related to your customers where you may upload and send them. Watch this helpful video for instructions.

  • Add an Insurer 
    Learn how to add insurance companies (insurers), their contact information and login. Watch this helpful video for instructions.

  • Edit an Insurer 
    Learn how to manage insurance companies (insurers), their contact information and login. Watch this helpful video for instructions.

  • Add a Policy 
    Learn how to policies related to your customers. Watch this helpful video for instructions.

  • Connection to Insurance Companies 
    Learn how to set up the link between your system and Insurance Companies.

  • FSCRater Bridging
    Learn how to bridge (transfer data) between our system and FSCRater to keep from doing double entry with customer information between applications.

  • Manage Contacts 
    Learn to manage all your contacts in one place. Watch this helpful video for instructions.

  • Manage Tasks 
    Learn how to manage your tasks for yourself or assign to other co-workers and be updated to its progress. Watch this helpful video for instructions.
  • Managing your Bank Transactions 
    Learn how to save a record of all your bank transactions.

  • Time Sheet
    Learn how to use employee time sheet to keep track of time in, lunch and time out.

  • Receipts 
    Learn how to manage customer receipts when making purchases and to print with unique number.

Installations

  • FSCRater Bridging Setup
    Detailed instructions on installing bridging with FSC to facilitate transfer of data to Control Management System.