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Creating a Filter for Pending Vendor Invoice

  This article will go over how to create a filter so that you can follow up on your work orders that are in "Pending Vendor Invoice" status. These are work orders that need to have invoices submitted to start the billing process.      Login to ww...
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Creating a Filter for Work Orders in Quote Related Statuses

  This filtering option will assist you in following up on your work orders that are in a quote related status.    Login to www.fmPilot2.com and select your client   1. After selecting your client from the Vendor Directory list you will be brought...
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Creating a Dispatch Filter

  Dispatch work orders are work orders in the statuses of Pending Acceptance, Vendor Accepted, and Vendor Rejected. These are the beginning statuses of work orders. If you have a specific person assigned to accept or reject work orders, then this ...
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Accepting Multiple Work Orders in fmPilot 2

  Once you click on your client and you are in your work order list page, using the "Work Order Status" field filter to see work orders in “Pending Acceptance” (PAC)   All work orders in “Pending Acceptance” will populate:   Click on the first b...
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fmPilot2 Report Guide - Opt. 1

  1. Click on the Reporting dropdown option. From the drop down select Reports. 2. In the Select Your Report dropdown, select any of the reports in the menu. 3. Click the pencil icon next to the details you want included in your report. You will...
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Work Order Status Change Options

  You are able to change work order statuses in fmPilot2. Below screenshots demonstrate which statuses can be changed and how while on the work order Overview. Work order status options are ‘dynamic’ meaning they change depending on the current st...
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Work Order Status Flow Chart

  The flow chart below will allow you to recognize the status processes of your work orders in www.fmPilot2.com         Service Provider further warrants that all materials, equipment and labor supplied to CBRE is and shall be free from errors, ...
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