**Please note that an account merge cannot be undone.  In addition, while equipment, SOs, contacts, etc. will transfer over to the “keep” account, it will not transfer over Service Agreements.  Please make sure to take the steps necessary to move all active SAs over to the “keep” account. 1. In Global Edge (GE), open the Customer Maintenance of the account to kept, and go to the Activity tab 2. Click on F2- New in Activity Operations 3. In the Activity Type field, from the folder select Account Merge Request and click F8- OK. This will also autofill the Action Code field to AcctM.             4. In the Format dropdown, select Acct Merge Request           5. The previous action will change the view in the big text box to two (2) small boxes.                a. Merge Account(s)- in this box, enter the Customer No or the accounts you do NOT want to keep      b. Into Account- in this box, enter the Customer No. of the account you want to keep.   6. Click F8-OK.  This will notify an Enterprise Application Support Team member and create a ticket in Fresh Service.  Account merges need to be done after-hours and once completed, the agent will respond to the ticket updating you on the status. Need additional help?  Click here to create a ticket now!

A. Access Salesperson Maintenance in GE  1. Main Menu --> Customer Master -->  2 Customer Setup Menu -->  3 Salesperson Maintenance 2. Main Menu -->  Accounts Receivable -->  2 AR Setup Menu -->  4 Salesperson Maintenance 3. Main Menu -->  Setup Menus -->  2 Initial System Setup -->  10 Salesperson Maintenance   B. Search for the Slspn: HBM or Name: HB McClure Template                C. Click on the Field Service tab             D. Click on Copy to Other Slspn button in the lower right of the screen             E. The FC Labels List will pop-up with all Labels checked. UNCHECK the Tech Whs label. Click F8-OK.              F. In the Find Salesperson pop-up do not enter any information, just click F8-OK.             G. Salesperson Browse- select all codes to be copied, click F8-OK 1. One technician- use the search options at the top 2. Multiple Technicians- will need to scroll down to select each.  If search is used, it will uncheck any previous selections when you enter a search.              H. Wait for the confirmation that records have been duplicated.             Need additional help?  Click here to create a ticket now!

A. Access the Favorites menu in one of the following ways:      1. From the Main Menu- click on the star in the lower left of the main menu screen.  Select Add/Update Favorites.                   2. From the Favorites window, click on the word Favorites.               B. Select modules to appear in Favorites list.  One the left are all the modules available to you based on your account security.  This will match what you can see on the main menu.  One the right is your current Favorites list.         1. to add, select a function from the left side and click the > button in the middle      2. to remove, select a function from the right side and click the < button in the middle               C. Display Name- you can rename functions by double clicking the space to the far right next to a function.  Example- instead of seeing Time Sheet Entry (Date/Emp/Start), type in Time Sheet Entry.             D. Once you have made all your changes, click on Update Favorites button at the bottom center of the Favorites Menu.              Need additional help?  Click here to create a ticket now!

A. In the RFS app, click on Settings (the gear icon in the upper right corner)        B. Enter the password- RFS and click to the Go button       C. In Settings, click on Company Details       D. Change the Client Code to HBM1000 (this is case sensitive)        1. Confirm the Connection Type is Live,       2. Click on the Update button.  This will save your change and take you back to the Settings screen.           E. Click on the left-facing arrow in the upper left corner to take you back to the log in screen       F. Log in       Need additional help?  Click here to create a ticket now!

A. Format your budget document      1. Davisware guidelines:                a. Additional details:      i. Create one (1) document per division      ii. Negative numbers are formatted as -1234.56 2. Save to a designated folder you will be able to easily reference. 3. Close the document   B. Load budget into Davisware 1. From the Global Edge Main menu, go to           2. Select file path: click on the Browse button to select the folder your document is located in           3. Enter File Name: copy and paste the document name in this field then add .csv to the end of the document name.            4. Select Div. Code: select the division code you are entering           5. Select Year: choose This Year or Next Year           6. F9- Run Report           7. Confirmation popup. Click OK and it will close the function.             B. Troubleshooting 1. This error means the document you are trying to load is still open.  Close the document and try again.           Need additional help?  Click here to create a ticket now!

Set RFS app to "Never Sleeps" A. From device settings,        B. Battery and device care       C. Battery       D. Background usage limits       E. Never sleeping apps         F. Click on the +            G. Select the current RFS app, then Add       H. To exit, click the vertical ellipsis and swipe up on the settings window to close.            .    *The mobile device may remove RFS from this list when it "optimizes".  Even if it had previously been set, check again if the issue is occurring again. Need additional help?  Click here to create a ticket now!

A. Solution #1: Download Data- Per Davisware, the following process should resolve this once the tech is back in a good service area.  This is meant to sync all the data that was not able to when there was a poor network connection. 1. In RFS, Main Menu       2. Transaction Log       3. Click on Download Data       B. Solution #2:      1. Click on the app setting icon                 2. Enter the password:  rfs              3. In Settings, click on Reset DB                 4. Close out the RFS app      5. Go to the phone settings                 6. Click on Apps                7. Find and click on the current RFS app and then to Storage                8. Click on Storage                            9. Click on Clear data and confirm by clicking on Delete                      10. Return to the RFS app.  You will need to reset the Client Code.      11. Click on the app setting icon                 12. Enter the password:  rfs              13. In Settings, click on Company Details                14. In the Client Code field, type HBM1000                15. Confirm the Connection Type is Live and click the UPDATE button.  If you do not click update, the Client Code will not save.                16. Once the UPDATE processes it will take you back to Settings.  Return to the log in screen by clicking the left-facing arrow in the upper left corner.           Need additional help?  Click here to create a ticket now!      

As seen in Customer Maintenance:       As seen in Service Order Entry:       A. Access Priority      1. From the Main Menu, Customer Master  -->  2 Customer Setup Menu  -->  5 Customer Setup Files                 2. Click on the Priority tab           B. EDIT EXISTING PRIORITY      1. To Edit, click on F3- Edit. The only thing to edit would be the status.            C. CREATE NEW      1. Prior to clicking on F2- New, determine the next priority number.  Check the Include Inactive box and then click on the header of the "No" column to sort by number.                 2. Once the next available number is determined, click on F2- New.      3. Enter that number and the person's name in the Description field. Click F8- OK           Need additional help?  Click here to create a ticket now!

A. Verify the correct check out form is being selected. B. Update Master Forms again.        1. From the menu in RFS, click on Master Forms                2. Click on the Download Forms button.                3. Once this has downloaded, return to the Payment tab and try again. Need additional help?  Click here to create a ticket now!

A HOLD will look similar to a normal SO but with very little information.  You will see the normal Travel and Start buttons at the top and the company’s location information.  The reason for the hold should be in the comments where you would normally find information on the job. A. Click Travel                        B. Click Start             C. Click Complete            D. If you do not see the Complete button, you may need to click Refresh—> Refresh Day to see this.      Need additional help?  Click here to create a ticket now!