• Work Order Status Flow Chart plus-icon minus-icon

    Work Order Status Flow Chart    If you still have questions or need assistance please click on the below button and request help from one of our training/support specialists.    Service Provider further warrants that all materials, equipment and...
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  • Accepting Multiple Work Orders in fmPilot 2 plus-icon minus-icon

      How to Accept Multiple Work Orders in fmPilot2   Once you click on your client and you are in your work order list page, filter only to see work orders in “pending acceptance” (PAC)   All work orders in “Pending Acceptance” will be pulled:   C...
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  • Deleting a Line Item in the fmPilot 2 system plus-icon minus-icon

    When you are in the invoice/quote screen you can delete an item if you made an error.  To delete a line item you will click on the “trash can” icon located at the bottom next to the specific item you would like to delete.     If you still have q...
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  • fmPilot2 Report Guide plus-icon minus-icon

     Reporting     Reporting Click on the “Reporting” dropdown option. The “Reporting” screen is the same as the “filter” screen. Selections are made the same way.  In the "select your report" dropdown, select any of the reports in the menu   In the...
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  • Status Change Options plus-icon minus-icon

     Status Change Options   Vendors are able to change work order statuses in fmPilot2. Below screenshots demonstrate which statuses can be changed and how. Work order status options are ‘dynamic’ meaning they change depending on the current status a...
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  • Work Order Priority Codes plus-icon minus-icon

    Work Order Priority Codes   EMG – Emergency! The Service Provider is expected on site ASAP.  P2 – The Service Provider has 2 hours from the time of dispatch to arrive at the service location regardless of the time or day of the week. This Priority...
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