Frequently Asked Questions

Short answers to questions we hear a lot. For deeper coverage, follow the links into the module and administration sections.

General

What browsers are supported?

Current versions of Chrome, Edge, Firefox, and Safari. FSManager is a Blazor Server browser app, so anything with a modern HTML/CSS/WebSocket engine works. No browser plugin or extension needed. See System Requirements.

Is FSManager cloud-based?

Yes. FSManager runs entirely in the browser — no software installation required. Your data is securely hosted in the cloud at {your-company}.fsmanager.co.nz.

Is my data backed up?

Yes. Each tenant’s database is backed up automatically. Backups are retained for 30 days. If you need a historical restore for compliance or recovery reasons, contact support@fsmanager.co.nz.

Can I run FSManager on-premises?

No — FSManager is cloud-only. The architecture, the multi-tenant database model, and the licence framework all assume cloud hosting on our infrastructure. If you need data residency in a specific region, talk to sales.

Does FSManager work offline?

No. FSManager requires a live connection to render pages and save changes. A short network blip is recovered automatically (you’ll see a Reconnecting… banner) but extended offline use isn’t supported.

Account & billing

How do I upgrade my tier?

Contact our sales team at sales@fsmdevelopments.co.nz to discuss upgrading from Lite to Full or Pro. Upgrades are typically applied within a business day; new features become available on your next login.

Can I add more users?

Yes — within the limit of your licence tier. Your administrator adds users via User Management. If you’ve hit your seat limit, you’ll see an error when adding a new Employee. Talk to sales to bump the limit.

How is FSManager billed?

Monthly, per tenant, based on your licence tier (Lite / Full / Pro) and your active employee count. Invoices are issued at the start of each billing period.

Can I cancel my subscription?

Yes — give 30 days’ notice in writing to support@fsmanager.co.nz. After cancellation, your tenant is taken offline and your data is retained for 90 days in case you change your mind. After 90 days the data is permanently deleted.

Can I export my data if I leave?

Yes. We provide a one-off CSV export of your core data (customers, contacts, opportunities, quotes, jobs) on request when you cancel. Contact support to arrange.

Technical

Can I access FSManager on mobile?

Yes — any modern mobile browser works. Phones are workable for quick lookups, but most multi-column screens are happier on a tablet or larger. Site measures and time recording work well on tablets carried into the field.

How do I reset my password?

Click Forgot your password? on the login page and follow the email link. If you didn’t receive the email, check your spam folder or ask your administrator to resend the invitation. See Your First Login.

How do I reset my kiosk PIN?

Ask your administrator to reset it from your Employee record — they can’t see your current PIN, only reset it. Once reset, the PIN defaults to the current year; you’ll be prompted to set your own at next kiosk sign-in. See User Management → Reset a kiosk PIN.

Does FSManager integrate with my email?

The Document Creation module produces .eml files you can open in Outlook (or any mail client that handles .eml) to compose and send. Direct send-through-your-email-server integration is a higher-tier capability.

Two possible causes:

Different roles. Menu items are gated by role permissions. Check what role(s) each of you is assigned.
Different tier visibility. Some menu items are tier-gated and only appear on Full or Pro tier.

See Roles & Permissions → Troubleshoot “I can’t see X”.

Workflow

Can I delete a job?

No. Jobs are created from won quotes and cannot be deleted — they’re part of your sales history. Instead, Cancel the JobPart, which records a reversing entry against the opportunity. See Job Management → Cancel a part.

Can I edit a sent quote?

You can, but you shouldn’t — the customer is looking at a specific Sent revision. Instead, Add Revision, edit there, Complete Estimation, and Mark Sent. The customer sees a clean new version; the old one stays in history. See Quoting & Sales → Revise after the customer asks for changes.

How do I quote two different options for one customer?

Use Add Option on the primary quote. A sibling quote is created under the same opportunity, with the active revision cloned. You can edit specs and pricing independently. See Quoting & Sales → Present multiple options.

Do I have to use the Quote Importer?

No. You can build quotes manually if you don’t use V6 or X1 estimation software. The Quote Importer is a time-saver for users with compatible files — everyone else uses the regular Add Estimation → Complete Estimation workflow.

Support

How do I get help?

Browse these docs — start with the module pages for workflow questions.
Help dropdown — in the FSManager header, the Help dropdown has What’s New, Report a Bug, and Request a Feature.
Email support — support@fsmanager.co.nz for anything not answered here.
Phone — see the home page for support hours.

How do I report a bug?

Use Help → Report a Bug in the FSManager header. The form captures your current view automatically so we don’t have to ask “where were you when it happened?”. For urgent bugs, also email support.

How do I request a feature?

Use Help → Request a Feature in the FSManager header. We track feature requests centrally; we’ll get in touch if we need more detail.

Where can I see what’s new in the latest release?

In the app — Help → What’s New, or wait for the auto-popup after upgrades you haven’t seen yet.
Here — see Release Notes for the full history.