For Your Business
All articles related to the use of FireMate's web application used to manage your day-to-day business operations.
Your Business Setup & Settings
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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...
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How to set up your Business Entity
Overview A Business Entity is a legal business/company/organisation and usually represent...
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System Settings
Overview Some functionality within FireMate can be controlled through System Settings. Th...
System, Equipment & Product Setup & Settings
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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...
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Field Labels On Assets
Overview Every asset you create will have standard fields for you to populate, and each p...
Customer, Contract, Property & Asset Management
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How to Import Assets
Overview Use the Asset Import Tool to upload assets onto your properties, or edit existin...
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How to Deactivate Data
Overview On occasion, you may lose a customer and therefore need to deactivate that data ...
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How to Create a Contact and Configure Scheduled Reports
Overview A Contact represents the people you are servicing from a Customer, Contract or P...
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How to view Assets on a Map
Overview If you are geo tagging the Assets you are servicing, then you have the capabilit...
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How to view Properties on a Map
Overview If you are geo-tagging the Properties you are servicing, then you have the capab...
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How to set up a Contract
Overview When a Customer awards you the task of servicing their properties, a Contract mu...
Inspections, Testing & Maintenance of Assets
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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...
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How to Generate Routine Activities
Overview Routine Activities (RAs) are the inspection jobs that need to be carried out on ...
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How to Set Up Key Requests
Overview Key Requests are emails that are sent to Tenants, Landlords or Property Managers...
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How to Set Up Anniversary Dates
Overview What is an Anniversary Date and how does it work? An anniversary date on an insp...
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How to Create a Service Request
 Overview A Service Request represents the work required to repair a defect, install a n...
Scheduling Activities & Jobs
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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...
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How to Create a Job
Overview Jobs are used to group specific Service Requests together and are often generate...
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How to Schedule & Assign a Routine Activity
Overview Routine Activities (RAs) need to be assigned to a Date, a Time and a Technician ...
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How to Use Scheduler Filtering
Overview The Scheduler allows you to search for the Routine Activities, Service Requests ...
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How to Use Scheduler Views
Overview The Scheduler can be used to schedule the Routine Activities and Service Request...
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How to Use the Schedule Status
Overview On each Routine Activity and Service Request, the Schedule Status can be set to ...
Purchasing & Suppliers
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How to Create a Purchase Order
Use the Purchase Order module to create a document to send to your supplier to authorize ...
Invoicing Your Customers
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How to Credit an Invoice
Overview Use the credit invoice function to mark an invoice as credited when your custome...
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How to edit a finalised Invoice
Overview Sometimes after you have finalised an invoice you may need to edit the informati...
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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...
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How to Consolidate Invoices
Overview You can consolidate multiple invoices or line items from other invoices all into...
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How to set up Per Period Invoicing
Overview Per Period invoicing allows a Customer to be billed a fixed rate per Period, for...
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How to set up Per Asset Invoicing
Overview Per Asset invoicing allows a Customer to be billed a fixed rate per asset per te...
Reporting
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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...
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How to search for pressure test due dates of extinguishers
Overview You can quickly locate upcoming pressure test due dates within your FireMate dat...
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Yearly Condition Report
Overview The Yearly Condition Report is used by businesses that need to present a report ...
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How to use Custom Report Widgets
Overview Our custom report tool allows you to define your report's title, information, da...
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Attachments
The Attachments tab in FIreMate is used for storing external documents or saved reports o...
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Job Costing
Use the Job Costing tab on a Job to see the Job Costs vs Job Revenue, the Job Estimates v...
Dashboards & Insights
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Private vs. Company Dashboards
Overview You have the option to create dashboards for yourself and your Company. We call ...
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How to edit Dashboard default filters
Overview When creating or editing a dashboard, you can select the default filters for you...
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How to Edit Dashboard Details
Overview When creating a dashboard, you can give it a name and description. This can help...
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How to Duplicate a Dashboard
Overview Anyone in your Company can Duplicate (copy) an existing dashboard. It becomes th...
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How to Delete a Dashboard
Overview The creator of a dashboard has the ability to delete the dashboard from the [Das...
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Viewing a Dashboard
Overview This article explains how you can view a Dashboard you've previously created or ...
Compliance & Standards
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Update of NSW Annual Fire Safety Statement to Version 4.0
FireMate has released an update to the Annual Fire Safety Statement (AFSS) report generat...
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Australian Standards™ Available in FireMate
We are delighted to announce that through our partnership with Standards Australia, we ha...