[fusion_builder_container type=”flex” hundred_percent=”no” equal_height_columns=”no” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” background_position=”center center” background_repeat=”no-repeat” fade=”no” background_parallax=”none” parallax_speed=”0.3″ video_aspect_ratio=”16:9″ video_loop=”yes” video_mute=”yes” border_style=”solid”][fusion_builder_row][fusion_builder_column type=”1_1″ layout=”1_1″ background_position=”left top” border_style=”solid” border_position=”all” spacing=”yes” background_repeat=”no-repeat” margin_top=”0px” margin_bottom=”0px” animation_speed=”0.3″ animation_direction=”left” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” center_content=”no” last=”true” hover_type=”none” first=”true” min_height=”” link=”” background_blend_mode=”overlay”][fusion_text columns=”1″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” text_transform=”none” animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″]Step by step instructions on procedures, tips and installations.[/fusion_text][fusion_title title_type=”text” rotation_effect=”bounceIn” display_time=”1200″ highlight_effect=”circle” loop_animation=”off” highlight_width=”9″ highlight_top_margin=”0″ title_link=”off” link_target=”_self” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” content_align=”left” size=”2″ text_shadow=”no” text_shadow_blur=”0″ text_stroke=”no” text_stroke_size=”1″ text_overflow=”none” gradient_font=”no” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ style_type=”default” animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″]
Sections
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Add a Contact
Learn how to manage contacts.. Watch this helpful video for instructions.
[/fusion_li_item][fusion_li_item icon=”fa-file-upload fas”]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.[/fusion_li_item][fusion_li_item icon=”fa-building fas” iconcolor=”” hue=”” saturation=”” lightness=”” alpha=”” circlecolor=””]
Add an Insurer
Learn how to add insurance companies (insurers), their contact information and login. Watch this helpful video for instructions.
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Edit an Insurer
Learn how to manage insurance companies (insurers), their contact information and login. Watch this helpful video for instructions.
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Add a Policy
Learn how to policies related to your customers. Watch this helpful video for instructions.
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Connection to Insurance Companies
Learn how to set up the link between your system and Insurance Companies.
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FSCRater Bridging
Learn how to bridge (transfer data) between our system and FSCRater to keep from doing double entry with customer information between applications.
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Manage Contacts
Learn to manage all your contacts in one place. Watch this helpful video for instructions.
[/fusion_li_item][fusion_li_item icon=”fa-tasks fas”]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.[/fusion_li_item][fusion_li_item icon=”fa-university fas” iconcolor=”” hue=”” saturation=”” lightness=”” alpha=”” circlecolor=””]Managing your Bank Transactions
Learn how to save a record of all your bank transactions.[/fusion_li_item][fusion_li_item icon=”fa-stopwatch fas” iconcolor=”” hue=”” saturation=”” lightness=”” alpha=”” circlecolor=””]
Time Sheet
Learn how to use employee time sheet to keep track of time in, lunch and time out.
[/fusion_li_item][fusion_li_item icon=”fa-file-invoice fas” iconcolor=”” hue=”” saturation=”” lightness=”” alpha=”” circlecolor=””]Receipts
Learn how to manage customer receipts when making purchases and to print with unique number.[/fusion_li_item][/fusion_checklist][fusion_title title_type=”text” rotation_effect=”bounceIn” display_time=”1200″ highlight_effect=”circle” loop_animation=”off” highlight_width=”9″ highlight_top_margin=”0″ title_link=”off” link_target=”_self” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” content_align=”left” size=”2″ text_shadow=”no” text_shadow_blur=”0″ text_stroke=”no” text_stroke_size=”1″ text_overflow=”none” gradient_font=”no” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ style_type=”default” animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″]
Installations
[/fusion_title][fusion_checklist type=”icons” icon=”” iconcolor=”” hue=”” saturation=”” lightness=”” alpha=”” circle=”” circlecolor=”” textcolor=”” size=”” item_padding_top=”” item_padding_right=”” item_padding_bottom=”” item_padding_left=”” divider=”” divider_color=”” odd_row_bgcolor=”” even_row_bgcolor=”” margin_top=”” margin_right=”” margin_bottom=”” margin_left=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=”” parent_dynamic_content=””][fusion_li_item icon=”fa-download fas” iconcolor=”” hue=”” saturation=”” lightness=”” alpha=”” circlecolor=””]FSCRater Bridging Setup
Detailed instructions on installing bridging with FSC to facilitate transfer of data to Control Management System.[/fusion_li_item][/fusion_checklist][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]