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    Settings & Configuration

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    • Release Notes
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    • Getting Started
      Configuring Your Environment
    • Order Management
      Orders How-To Guides Batch Edit Order Lists Using Files Cost Estimates Appointment Booking Customer Portal
    • Stock Management
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    • Service Contracts
    • Settings & Configuration
      Roles & Permissions Automations Custom Fields Employee Management Customer Management System Settings Email and SMS Setup Importing Data Security
    • Shipping & Logistics
      Manifests
    + More

    Settings & Configuration

    • How can I import CSV / XLSX files into Fixably?
    • How to Add New Device Brands and Models
    • How do I manage my User Settings?
    • How can I use Incoming Emails?
    • How can I filter Service Locations on the Fixably Home Screen?
    • How do I use Fixably Signature App e-signatures in Fixably?

    Roles & Permissions

    • Using Roles & Permissions in Fixably
    • Roles & Permissions Definitions

    Automations

    • What Can Macros Do?
    • What Can Automations Do in Fixably?

    Custom Fields

    • How to create custom fields?

    Employee Management

    • How do I create employee accounts in Fixably?
    • How do I change the email address of a User?
    • How can Roles be used to provide Users access to different features?
    • Password Requirements for Fixably Users
    • How do I import employees into Fixably?

    Customer Management

    • Working with Customers in Fixably

    System Settings

    • Getting Started with Fixably
    • General Settings
    • How do I set up Service and Store Locations?
    • How do I set up Printouts?
    • How do I set up Queues?
    • How do I create a Task?
    • How do I set up Tax Rates?
    • How do I setup Payment Types?
    • What Translations does Fixably have available?
    • How do I set up Order Statuses?
    • How do I configure my General Ledger (GL) Codes?
    • How do I enter my Company Details?
    • How to set up Storages and shelf placement for repair orders
    • How do I configure the SLA / Turnaround Time feature?
    • How can I use Margins to dynamically manage my pricing?

    Email and SMS Setup

    • How do I configure DMARC, SPF, and DKIM records on my email server, so emails sent from Fixably are not marked as spam?
    • How do I configure Fixably to receive Incoming Emails?
    • Email Settings
    • SMS Settings
    • How do I add Snippets?
    • What variables are available to use in Email templates, Snippets and Repair Stickers?

    Importing Data

    • How do I import and export customers in Fixably?

    Security

    • How to set up a third-party authentication account to login in Fixably?
    • Security Settings
    • Important Update: Mandatory Two-Factor Authentication (2FA) Policy

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