How To Articles

General information about getting Pointman and FAQs

Eric Foster avatar Mark Conschafter avatar Rachel Lama avatar +2
63 articles in this collection
Written by Eric Foster, Mark Conschafter, Rachel Lama and 2 others

How do I change the job type for an active job?

Eric Foster avatar
Written by Eric Foster
Updated this week

How do I delete a Custom Field?

How do I rename a Custom Field
Eric Foster avatar
Written by Eric Foster
Updated this week

How do I create a Proposal (not from a Template)

Eric Foster avatar
Written by Eric Foster
Updated this week

How do I create an Invoice?

Eric Foster avatar
Written by Eric Foster
Updated this week

What do the Time Status' mean and how do I change them?

Eric Foster avatar
Written by Eric Foster
Updated over a week ago

How to Schedule a multi-day Job (Multiple Visits)

Eric Foster avatar
Written by Eric Foster
Updated over a week ago

How do I modify the Job Type Colors?

How do I change the Job Types Colors that appear on the Dispatch Board?
Eric Foster avatar
Written by Eric Foster
Updated over a week ago

As a Tech, how do I see my entire days schedule?

Eric Foster avatar
Written by Eric Foster
Updated over a week ago

How do I change the Calendar day/week/month on the Dispatch Board?

Eric Foster avatar
Written by Eric Foster
Updated over a week ago

How do I edit Visits on the job board?

Eric Foster avatar
Written by Eric Foster
Updated over a week ago

How do I setup a new Job?

Setting up new Jobs, Creating new Visits
Eric Foster avatar
Written by Eric Foster
Updated over a week ago

How do I see all of my "Unscheduled" Jobs?

Eric Foster avatar
Written by Eric Foster
Updated over a week ago

How to add Photos as a Dispatcher (From the Office)

Adding Photos Adding Photos from the website Adding Pictures in the Office
Eric Foster avatar
Written by Eric Foster
Updated over a week ago

Is there a way to hide line items from showing on my invoices?

Eric Foster avatar
Written by Eric Foster
Updated this week

How to set up Cancellation and Postponement reasons

Mark Conschafter avatar
Written by Mark Conschafter
Updated over a week ago

How can I bulk finalize my invoices for a specific range of dates?

Rachel Lama avatar
Written by Rachel Lama
Updated over a week ago

How to "Un-Complete" a Proposal

Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

What are Contracts and how can I create one?

Mark Conschafter avatar
Written by Mark Conschafter
Updated over a week ago

Viewing Content Blocks as a Customer

Where do my customers see my content blocks?
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

Using the "Past Due" feature on Invoices

How do I get the Past Due Stamp on my invoices?
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

The Notification Icon

What is the red icon (!) that pops up in the header? What does it mean and how to get messages?
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

As an Office Employee, can I change passwords for my Technicians?

Eric Foster avatar
Written by Eric Foster
Updated over a week ago

How can I view my Unassigned Visits on the Map?

Scheduling your employees out to unassigned visits
Rachel Lama avatar
Written by Rachel Lama
Updated over a week ago

Accepting or rejecting a proposal by email

Your customers can approve or reject a proposal right from the email you send them
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

The Settings Screen

As of 5/22/18 FN changed the look of the Configuration Screen, as of 6/21/18 the configuration screen is now called Settings
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

How do I modify a technician's times for a job?

Mark Conschafter avatar
Written by Mark Conschafter
Updated over a week ago

What do email statuses mean?

Mark Conschafter avatar
Written by Mark Conschafter
Updated over a week ago

How do I show "Business Hours" only on the Dispatch Board?

Eric Foster avatar
Written by Eric Foster
Updated over a week ago

Can I change the applied tax code in the field?

Rachel Lama avatar
Written by Rachel Lama
Updated over a week ago

Can a tech view their whole day rather than just their current job?

Seeing more of your schedule from the tech App
Greg Dooley avatar
Written by Greg Dooley
Updated this week

How do I add Media to a Proposal?

Mark Conschafter avatar
Written by Mark Conschafter
Updated this week

How can I cancel or postpone a job?

How to change a job status to cancelled or postponed and give a reason.
Greg Dooley avatar
Written by Greg Dooley
Updated this week

How to export your Quickbooks data into a SubAccount in Quickbooks

Mark Conschafter avatar
Written by Mark Conschafter
Updated this week

How can I add a Lead Source to a Job?

Keep track of where customers hear about you on a job by job basis
Mark Conschafter avatar
Written by Mark Conschafter
Updated this week

Can I block out time for my employees on the dashboard for events that are not job related?

How to create a new calendar event for your employees (Ex. Meetings, vacation days, PTO etc.)
Rachel Lama avatar
Written by Rachel Lama
Updated this week

How can I see/change which dispatcher created a job?

Rachel Lama avatar
Written by Rachel Lama
Updated this week

How to view sent emails (Email Status)

How you can view the status of emails sent (proposal and invoices)
Greg Dooley avatar
Written by Greg Dooley
Updated this week

Can I personalize what my email's title/body says?

Greg Dooley avatar
Written by Greg Dooley
Updated this week

Setting up Custom Fields

What are custom fields and what can I use them for?
Greg Dooley avatar
Written by Greg Dooley
Updated this week

How to set up Job Notes and practical ways to use them

Greg Dooley avatar
Written by Greg Dooley
Updated this week

Creating Content Blocks

What are Content Blocks and how do I set them up?
Greg Dooley avatar
Written by Greg Dooley
Updated this week

How to set up my Departments

What are departments for and how should I set this up for my company?
Greg Dooley avatar
Written by Greg Dooley
Updated this week

What are Job Types and how do I set them up?

Job Types is one of the most important sections to set up, read about what they are for and how you should set them up.
Greg Dooley avatar
Written by Greg Dooley
Updated this week

How to create a Proposal Template

Setting up a proposal template to use on the job
Greg Dooley avatar
Written by Greg Dooley
Updated this week

How to add Price Groups and Price Levels

Mark Conschafter avatar
Written by Mark Conschafter
Updated this week

How to add new Item Types

Mark Conschafter avatar
Written by Mark Conschafter
Updated this week

How do I add Tax Codes?

Mark Conschafter avatar
Written by Mark Conschafter
Updated this week

What is a Lead Source?

Mark Conschafter avatar
Written by Mark Conschafter
Updated this week

How to use the "add new" feature to add new fields/categories on-the-go

Mark Conschafter avatar
Written by Mark Conschafter
Updated this week

How to Add or Edit Items in your pricebook

Adding items one at a time or editing existing items in your pricebook
Greg Dooley avatar
Written by Greg Dooley
Updated this week

How do I look up previous work or Job History for a customer?

If you've done work for someone before we store their history find out where to see this older information
Greg Dooley avatar
Written by Greg Dooley
Updated this week

Can I add fields on the fly?

Using drop down menus to add things while working in Pointman
Greg Dooley avatar
Written by Greg Dooley
Updated this week

My Employee doesn't have an email to send an invitation to OR how to set up the account on their behalf.

If you need to accept an invitation on behalf of your employee/tech
Greg Dooley avatar
Written by Greg Dooley
Updated this week

How do I make a Property Commercial?

Setting up a property as a commercial account
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

How do I set a Billing Account?

How to set up a billing account on a contact record
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

How do I Import my own Price Book?

Here's what you need to know for uploading your existing price book details
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

How do I resend an email to team members/ Employees?

Team member didn't get an email or the link expired.
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

Rounding to the nearest dollar

How to edit rounding details
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

How do I invite/add employees?

Invite your team and techs to start using Field Nimble
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

How do I onboard with the Field Nimble Team?

Training on the system
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

How do I upload my existing customer list?

Importing customers into Pointman during set-up
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

How do I get Started?

Here for the first time? See how fast and easy it is to get up and running with Pointman
Steven Raines avatar
Written by Steven Raines
Updated over a week ago

How do I upload a Logo for my Invoices?

Upload a logo for use on your invoices.
Steven Raines avatar
Written by Steven Raines
Updated over a week ago