Basic Setup

Let's get FM Dashboard working for you

Getting started in FM Dashboard is quick and easy. We'll walk you through the basics of setting up so you can start managing your work orders in no time at all. The first few areas that need to be addressed are contained in the Settings menu in the top right of the screen.

Here's a video to get you started: https://www.loom.com/share/dd2cf46335ba4495ac56174abc4f26f9

• Set Up Your Profile upon Invite
• Set Up Your Company Profile
• Add Contacts / Users
• Manage Rates, Services Areas and Trades
• Manage Required Documents