Lexul Field Service Help

Lexul Field Service Help

Office Contract Management Document Management Timesheet Special Cases Creating & Managing Crews Logging-in | Office User Management Exporting Work Order Data Site Survey in Lexul Changing Work Order Status Technician Work Order Visibility Adding the Scope of Work Customer Management Defining the Scope of Work Inspections Overview Adding Parts & Services to a Work Order Adding Inspections Creating a New Work Order Parts & Services | Office Office Dashboard Overview Contracts: Duplicate Work Orders Recurring/Preventative Maintenance Work Orders Service Work Orders Adding Documents to a Contract Asset Management Timesheet Management Invoice Management Adding Parts & Services (Items)User Level Permissions Receipt Management Equipment, Time, and Material Management Adding Tasks to Work Orders Adding Barcodes to Parts & Services (Items)How to Manage Profile | Office How to Schedule Technicians (& Users)Deal Tracking, Deal Quotes & Deal Leads Inventory Management Equipment Tracking , Scheduling & Categories Deal Stages Contract Price Rules Profitability Reports Notifications (Office)Calendar Dashboard Map Dashboard Audit Log Biometric Authentication Managing App Permissions for Location Tracking

Office

Logging-in | Office

Want to know how to login and begin working in Lexul Field Service?

1 Go to Lexul Field Service (you can get here by going to https://lexul.com/ and clicking “Login” at the top of the page)

2 Click “Forgot Password” to reset your password and follow the instructions

3 Login to Lexul Field Service with your new password

Creating & Managing Crews

Learn how to create and manage crews in Lexul Field Service for simple time keeping.

User Management

Find active Users, add new Users, and edit Users inside Lexul Field Service.