For Your Business

• How to set Reply To Email Address and Display Name for Quote & Invoice Emails

  Overview When sending Quotes and Invoices to your Customer from FireMate, you need to ens...

• How to set up your Business Entity

  Overview A Business Entity is a legal business/company/organisation and usually represent...

• System Settings

  Overview Some functionality within FireMate can be controlled through System Settings. Th...

• How to create custom Products, Equipment, Standards and Inspection Prompts

  Do you want a specific Product, Equipment Type, or Inspection Prompt not currently in Fir...

• Field Labels On Assets

  Overview Every asset you create will have standard fields for you to populate, and each p...

• How to Import Assets

  Overview Use the Asset Import Tool to upload assets onto your properties, or edit existin...

• How to Deactivate Data

  Overview On occasion, you may lose a customer and therefore need to deactivate that data ...

• How to Create a Contact and Configure Scheduled Reports

  Overview A Contact represents the people you are servicing from a Customer, Contract or P...

• How to view Assets on a Map

  Overview If you are geo tagging the Assets you are servicing, then you have the capabilit...

• How to view Properties on a Map

  Overview If you are geo-tagging the Properties you are servicing, then you have the capab...

• How to set up a Contract

  Overview When a Customer awards you the task of servicing their properties, a Contract mu...

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• How to Set Up Entry Notices

  Overview An Entry Notice is a type of report which can be issued to Tenants, Landlords or...

• How to Generate Routine Activities

  Overview Routine Activities (RAs) are the inspection jobs that need to be carried out on ...

• How to Set Up Key Requests

  Overview Key Requests are emails that are sent to Tenants, Landlords or Property Managers...

• How to Set Up Anniversary Dates

  Overview What is an Anniversary Date and how does it work? An anniversary date on an insp...

• How to Create a Service Request

    Overview A Service Request represents the work required to repair a defect, install a n...

• How to Plan a Route in the Scheduler

  Overview Use the Route feature in the Scheduler Day View to plan out the days worth of wo...

• How to Create a Job

  Overview Jobs are used to group specific Service Requests together and are often generate...

• How to Schedule & Assign a Routine Activity

  Overview Routine Activities (RAs) need to be assigned to a Date, a Time and a Technician ...

• How to Use Scheduler Filtering

  Overview The Scheduler allows you to search for the Routine Activities, Service Requests ...

• How to Use Scheduler Views

  Overview The Scheduler can be used to schedule the Routine Activities and Service Request...

• How to Use the Schedule Status

  Overview On each Routine Activity and Service Request, the Schedule Status can be set to ...

• How to Create a Purchase Order

  Use the Purchase Order module to create a document to send to your supplier to authorize ...

• How to Credit an Invoice

  Overview Use the credit invoice function to mark an invoice as credited when your custome...

• How to edit a finalised Invoice

  Overview Sometimes after you have finalised an invoice you may need to edit the informati...

• How to set up to bill or not bill for Assets not-tested on Price Per Asset Invoices

  Overview Price Per Asset invoicing allows you to charge a per-unit rate for your equipmen...

• How to Consolidate Invoices

  Overview You can consolidate multiple invoices or line items from other invoices all into...

• How to set up Per Period Invoicing

  Overview Per Period invoicing allows a Customer to be billed a fixed rate per Period, for...

• How to set up Per Asset Invoicing

  Overview Per Asset invoicing allows a Customer to be billed a fixed rate per asset per te...

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• How to add Attachments to the Email when sending Quotes and Invoices

  Overview Sometimes when you send a quote or invoice to your customer, you would like to s...

• How to search for pressure test due dates of extinguishers

  Overview You can quickly locate upcoming pressure test due dates within your FireMate dat...

• Yearly Condition Report

  Overview The Yearly Condition Report is used by businesses that need to present a report ...

• How to use Custom Report Widgets

  Overview Our custom report tool allows you to define your report's title, information, da...

• Attachments

  The Attachments tab in FIreMate is used for storing external documents or saved reports o...

• Job Costing

  Use the Job Costing tab on a Job to see the Job Costs vs Job Revenue, the Job Estimates v...

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• Private vs. Company Dashboards

  Overview You have the option to create dashboards for yourself and your Company. We call ...

• How to edit Dashboard default filters

  Overview When creating or editing a dashboard, you can select the default filters for you...

• How to Edit Dashboard Details

  Overview When creating a dashboard, you can give it a name and description. This can help...

• How to Duplicate a Dashboard

  Overview Anyone in your Company can Duplicate (copy) an existing dashboard. It becomes th...

• How to Delete a Dashboard

  Overview The creator of a dashboard has the ability to delete the dashboard from the [Das...

• Viewing a Dashboard

  Overview This article explains how you can view a Dashboard you've previously created or ...