Help
How to use FSMCore, step by step. Search for a word or pick an area.
Getting started
Sign up, sign in, invite your people and choose who can do what.
7 pagesPeople
The people of your company, their details and their certificates.
2 pagesClients
Your clients, their status and the contacts you deal with.
2 pagesSites
The places where the work happens.
1 pageJobs
Jobs from start to finish: crew, costs, photos, snags and the completion report.
6 pagesCalendar and events
The calendar and the events on it.
2 pagesDashboard
The cards on your dashboard and how to arrange them.
1 pageEstimates
Write, issue and follow up estimates.
1 pageInvoices
Invoice your clients, record payments and read the history of a document.
3 pagesCrew invoices
Invoices from your subcontractors and where their costs go.
3 pagesTime
Approve the hours your crew logged.
1 pagePrice list
Your price list, importing it and your suppliers.
3 pagesAI assistant
Set up your own AI account and work with the assistant.
2 pagesCrew app
For people on site: jobs, hours, snags and your own invoices.
8 pagesAccountant
The books: invoices, crew invoices, hour logs, RCT credits and reallocated costs.
5 pagesSettings
Company details, features, tax, numbering, wording, storage, import, export, API and billing.
12 pagesLocked company
What happens when a company is locked, and how to get your data or delete it.
1 pageReference
Every email and bell, what FSMCore does by itself, and how search works.
3 pages