Fluidra Pro Services

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Team - Overview

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Assigning a Display Color to a Team Member

Store Locations: What They Are and How to Manage Them

Store Locations

User roles and permissions

Manage Locations

Natalia Tumoian

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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Setup

Theme & App settings

Custom Fields

Appearance and Customisation

Contact categories

Contact territories

Import tool

Data cleaning

Setup - Tags

Data management

Setup - Equipment Types

Setup - Equipment Template

Equipment and Products

Setup - Invoice

Setup - Batch billing > Email

Setup - Batch Billing > Settings

Invoices and Batch billing

How to use Job colour labels

Setup - Email

Setup - Colors

Setup - Work Order Settings

Setup - Job templates

Setup - Recurrence periods

Service Profiles

The Fluidra Pro Services guide to setting task and photo requirements for each service visit

Setup - Send job sheet before invoice

Jobs

Lab - Setup Spin

Setup - Lab > Email settings

Setup - Lab > Settings

Setup - My Business

My Business

Setup →Quotes - Email

Setup → Quotes - Settings

Quotes

Setup - Chemical Test

Water testing

Operations

Operations - Campaigns

Campaigns

Contact - Direct Contact Messaging

Contacts- How to set up Real Estate contacts

Contacts - Creating and Updating a Contact

Contacts - List view

Contacts - Import contacts and pools

Contacts

Overview

Analytics

Finance

Dashboard

Invoice Statuses

Operations - Invoices

Invoices - Invoice list

Invoices - Invoice details view

Resending an invoice

Voiding Invoices

Invoices - Batch Queue

Invoices - Batch Invoice Page

Invoices - Batch Invoicing Process

Invoices - Splitting an invoice

Add attachments to invoices/quotes

Invoices

Jobs - Send Job sheet separately

Jobs - Day View

Jobs - Month View

Jobs - List View

Calendar Overview

Jobs - Edit a Job in Calendar or List View

Using and Managing Technician Colors in the Calendar & Map

Jobs - Rescheduling a Job or Changing the Recurrence Pattern

Jobs - Follow-up job

Rescheduling Seasonal Recurrences

Using Store Locations on Jobs, Quotes and Invoices

Jobs - Jobs to Invoice

Jobs - Recurrence List

Jobs - At A Glance View

Jobs - Adding additional Technicians to a Job

Jobs - Create New Job

Jobs - Create Seasonal Recurrences

Jobs - Custom Recurrence

Jobs - Route Optimization

Jobs - Setup Staff Leave

Jobs and Calendar

Notifications - Sent Emails

Notifications

Pools - Equipment

Unlinking contacts from a Pool

Pools - List view

Pools - Create/Update a pool

Pools

Product List

Products - Create/update a Product

About Price books*

Products - Brands & Categories

Manage Price Books in Fluidra Pro Services

Manage Price Groups in Fluidra Pro Services

Products

Creating a Quote

Update a Quote

Archived Quotes

Quote Expiry

Deposits