General Navigation

How to Change the Currency on your Quote or Invoice – Mode 4:

How to Change the Currency on your Quote or Invoice – Mode 4:   PLEASE NOTE: You will want to change your currency prior to entering anything into your quote or invoice. Once you change your currency, all items will be cleared from the quote or in...
See more

Locating Work Orders in fmPilot2

  You have 3 main options for location your existing work orders in fmPilot2   Login to www.fmPilot2.com    Once you log in you will be brought to the "Vendor Directory" this is where you will click on your client name.   Locating work order from ...
See more

Downloading Attachments in fmPilot2 - Mode 4

  You have two ways to access the attachments on your work order. Below you will be shown both options.   Login to www.fmPilot2.com    Downloading from Work Order list view:  1. From your Vendor Directory list select and click on your Client name ...
See more

Downloading and Printing a Work Order - Mode 4

  You are able to print or download your work order. This can be very helpful for your technicians as a signature page is provided on the PDF of the work order.    Login to www.fmPilot2.com    1. Select your client from the Vendor Directory list. ...
See more

Accepting Multiple Work Orders in fmPilot 2 - Mode 4

  Once you click on your client and you are in your work order list page, using the Sort By - Display Status  field filter to see work orders in Pending Acceptance   Click Beginning Statuses and select Pending Acceptance   All work orders in Pend...
See more

Work Order Status Change Options - Mode 4

  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...
See more

How to Change a Work Order Status - Mode 4

  To change a status you will always begin with the "Actions" tab. Depending on the current status of your work order that will determine what options populate in the Action's drop down menu.    From the status of In Progress; you will have the op...
See more

Accepting & Rejecting Work Orders - Mode 4

  When receiving new fmPilot2 work orders, you have three separate options to Accept and Reject.    Accepting Through Email: 1.The first way to accept a work order is through Email, you will read and make sure that you can meet the Target Date/Tim...
See more

How to Invoice PM work orders - Mode 4

  Login to www.fmPilot2.com   1. Once you log in you will be brought to the "Vendor Directory" this is where you will click on your client name.   2. You will be brought to your work order list view. Here you will see your open work orders. Once ...
See more

How to Quote WEB work orders - Mode 4

  Login to www.fmPilot2.com   1. Once you log in you will be brought to the "Vendor Directory" this is where you will click on your client name.   2. You will be brought to your work order list view. Here you will see your open work orders. Once ...
See more

How to Invoice WEB work orders - Mode 4

  Login to www.fmPilot2.com   1. Once you log in you will be brought to the "Vendor Directory" this is where you will click on your client name.   2. You will be brought to your work order list view. Here you will see your open work orders. Once ...
See more

How to Create a User

  Login to www.fmPilot2.com    1. While on Vendor Directory click on the Administration Tab   2. Select Security   3. Click on Add User; The new user field sections will open up; complete each field. NOTE: the User ID is always going to be the f...
See more

How to Delete a User

  Login to  www.fmPilot2.com   1. While on Vendor Directory click on the Administration Tab 2. Select Security     3. Select the User: to select a user Highlight the name of the user.       Double click to highlight. Your highlight will turn blu...
See more

How to Edit a User

     Login to www.fmPilot2.com   1. While on the Vendor Directory click on the Administration Tab 2. Select Security 3. Select the user: to Select a user, Highlight the name of the user.       Double click to highlight. Your highlight will turn...
See more

How to Invoice PM work orders - Mode 2

  Login to www.fmPilot2.com   1. Once you log in you will be brought to the "Vendor Directory" this is where you will click on your client name.   2. You will be brought to your work order list view. Here you will see your open work orders. Once ...
See more

How to Quote WEB work orders - Mode 2

  Login to www.fmPilot2.com   1. Once you log in you will be brought to the "Vendor Directory" this is where you will click on your client name.   2. You will be brought to your work order list view. Here you will see your open work orders. Once ...
See more

How to Invoice WEB work orders - Mode 2

  Login to www.fmPilot2.com   1. Once you log in you will be brought to the "Vendor Directory" this is where you will click on your client name.   2. You will be brought to your work order list view. Here you will see your open work orders. Once ...
See more

Updating your Company Profile

  Login to  www.fmPilot2.com   1. While on the Vendor Directory click on the Administration Tab and select Company Profile   2. While in the Company Profile, click on the "Edit Information" tab and start updating your company profile.   Dependin...
See more

How to Invoice PM work orders - Mode 1

    Login to www.fmPilot2.com   1. Once you log in you will be brought to the "Vendor Directory" this is where you will click on your client name.   2. You will be brought to your work order list view. Here you will see your open work orders. Onc...
See more

How to Invoice WEB work orders - Mode 1

   Login to www.fmPilot2.com   1. Once you log in you will be brought to the "Vendor Directory" this is where you will click on your client name.   2. You will be brought to your work order list view. Here you will see your open work orders. Once...
See more

Changing or Updating a Work Order Status

  There are three ways that you can change the status of a work order:   1. Through the IVR system 2. From the Work Order List View Screen (Bulk Status Update) 3. Inside a work order   Your work order status should reflect what is currently being ...
See more

How to Quote WEB work orders - Mode 1

  Login to www.fmPilot2.com   1. Once you log in you will be brought to the "Vendor Directory" this is where you will click on your client name.   2. You will be brought to your work order list view. Here you will see your open work orders. Once ...
See more