Help & how-to

Step-by-step guides for FSManager2, grouped by area. Press F1 in the app to jump straight to the page for the screen you’re on.

CRM

• Customers
• Opportunities
• Quotes
• Quote Revisions
• Sales Pipeline
• Contact Log
• Sales Targets

Jobs

• Jobs
• Job Parts
• Site Measures
• Site Glazing
• Job Certification

Manufacturing

• Job Manager
• Goods To Order
• Goods To Receive
• Additional Time Manager

Maintenance

• Maintenance Requests
• Non-Conforming Products

HR

• Employees
• Leave Applications
• Timesheets
• Leave Calendar

Payroll

• Payroll

Reports

• Reports

Settings

• Settings