If the Accounts feature is not enabled for your instance and you would like it to be, please contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it. and let us know. 

ACCOUNT REVENUE and PAYMENTS: 

Within an account record, you will see 'Total Account Revenue' and 'Total Account Payments' fields.

Total Account Revenue is the combination of all business commissions from orders associated with the account that have been cleared through payroll and had a reconcilation report created for them. Note that the revenue amount will be based on the Expected amount on the reconciliation reports, rather than the actual amount recieved on that work order at any given time from a Provider. 

Total Account Payments is the combination of all payments/rep adjustments to reps/lead reps/techs/referrers for work orders associated with the account that have been cleared through snapshot payroll. Note that Chargeback rep adjustments will be factored into Total Account Payments as soon as the applicable order is charged back, without having been finalized through payroll. (Note that if you want referrers/leasing agents to be automatically charged back you must toggle "Chargeback Referral Fee" to YES in their rep profile). 

Account revenue, payments, and Chargebacks:

When a work order is charged back, the system can automatically update Total Account Revenue to reflect the chargeback amounts. If you would like this to happen then head to the backend of your instance (add /a to the end of your instance address. For example, demo.fastgem.net/a) and click Config. Then, click the Payroll tab. Toggle 'Unpublish Recon and Biz Revenue on Chargeback' to YES. (This will also unpublish the existing reconciliation report that reflects the amount earned from the Provider for this sale). 

For further questions regarding accounts/properties, please contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it.

Thank you for using FastGem!

Using the new Accounts/Properties feature in FastGem, you can easily track portfolios, properties/accounts under those portfolios, leasing agents at those accounts/properties, your reps that sell to those accounts/properties, and orders within those accounts/properties. 

If the Accounts feature is not enabled for your instance and you would like it to be, please contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it. and let us know. 

CREATING/ACCESSING INDIVIDUAL ACCOUNTS:

To access your accounts, head to ORDERS > Accounts (this may be somewhere slightly different for you depending on your instance's customization): 

Click 'Add Item' to create a new account. Enter the Account Name, main address, any associated Providers, Tags, and Contact Person information (for more information on Contact Roles in accounts, click HERE), as well as any custom data: 

This new account will automatically be added to the profile of whichever rep creates it. 

Note: Tags can be used to track a Portfolio that includes multiple accounts/properties. You can search Person records and Work Order records as well as Accounts themselves by Account Tag to see only orders pertaining to specific Portfolios: 

 MASS UPLOADING/UPDATING ACCOUNTS/PROPERTIES:

You can also mass upload/update Accounts/Properties using FastGem's Mass Upload/Update feature. Simply select the format 'Accounts/B2B/Properties/MDU' from the format dropdown in the 'Upload Account Info' tab of the Mass Upload/Update tool: 

Note that if mass uploading accounts, Status, Providers, and Tags must already exist in FastGem and be spelled the same.

ID is used as the identifier for accounts when mass updating existing accounts in FastGem. For more information on mass uploading/updating Account info, seeTHISarticle. 

 For further questions regarding accounts/properties, please see our help articles or contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it.

Thank you for using FastGem!

If the Accounts feature is not enabled for your instance and you would like it to be, please contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it. and let us know. 

 ADDING CUSTOMERS/ORDERS TO AN ACCOUNT/PROPERTY: 

Option 1: You can add a new customer and order record to an account/property record from within the account itself by opening either the 'Account Persons' or the 'Account Work Orders' slider and clicking 'Add Item' from there: 

Option 2: You can add an account to an existing customer/lead from within the person record: 

Once attached, you can filter your customers and work orders list by Account using the Search tools: 

You can access a list of all customer/lead records attached to the account by clicking 'View All Details' from within the 'Account Persons' slider within the Account record itself: 

Or access a list of the work orders attached to the account by clicking 'View All Details' from within the 'Account Work Orders' slider within the Account record itself: 

ADDING CONTACTS TO AN ACCOUNT/PROPERTY: 

You may want to differentiate between customers and contacts attached to an account/property.

For example, if you are selling internet services to an Apartment Complex, you will need a way to track sales to the person/family living in each apartment unit, which can be done as shown above by using the Account Persons (and Account Work Orders) slider within the Account/Property record. However, you will likely also want to keep track of any individual persons managing the Apartment Complex itself, which is when you would use the 'Contact Roles' slider: 

Under Contact Roles, you can toggle the option to either 'Associate Contact' or 'Create New'. If 'Create New' is chosen, you will be able to create a new person record from within this slider. If 'Associate Contact' is chosen, you will simply need to click the dark blue list button beside the Contact field to select a Person record from your existing person records within FastGem, then select their Role and click 'Associate Contact':

Contacts can be separated from Customers/Leads if necessary using status, menu items, etc. For more information on Contacts, click HERE. 

For further questions regarding accounts/properties, please contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it.

Thank you for using FastGem!

If the Accounts feature is not enabled for your instance and you would like it to be, please contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it. and let us know. 

 After your accounts have been created (see THIS article for instructions), you can attach leasing agents/reps to them. 

ATTACHING REPS AND/OR LEASING AGENTS TO AN ACCOUNT: 

Option 1: You can add a brand new rep or agent record from the account itself using the 'Add Item' button in the Account Reps section. Make sure to set the new rep Type as either 'Leasing Agent' or 'Rep/IBO', and to assign them the correct payplan if necessary: 

Note that reps and leasing agents added this way will not be users who are able to log in. (Note that if you want your leasing Agents to have their referral fee chargedback to them automatically when an appointment is put in Chargeback status, you must toggle "Chargeback Referral Fee" to YES in their profile)

Option 2: You can mass upload reps/leasing agents attached to an existing account using the Rep Data tab of the Mass Uploads/Update tool.

Make sure to set the type as Leasing Agent or Rep (Rep Types must already exist in your instance), and to spell the Pay Plan and Account Name correctly. For more information, check out THIShelp article. Note that reps and leasing agents added this way will not be users who are able to log in. (Note that if you want your leasing Agents to have their referral fee chargedback to them automatically when an appointment is put in Chargeback status, you must toggle "Chargeback Referral Fee" to YES in their profile)

Option 3: You can mass add users as reps (or leasing agents, though normally leasing agents do not need to be users) attached to the account using HR > Create User feature: 

As above, make sure to select the correct Type and Pay Plan. For more information on mass adding users, please see THIS help article. (Note that if you want your leasing Agents to have their referral fee chargedback to them automatically when an appointment is put in Chargeback status, you must toggle "Chargeback Referral Fee" to YES in their profile)

Option 4: You can assign an account to an existing Leasing Agent or a Rep by going either to HR > Leasing Agents or HR > Rep/Tech Profiles (these may be in a slightly different place or named something slightly different in your instance if it has been customized) and editing a rep or agent record: 

 (Note that if you want your leasing Agents to have their referral fee chargedback to them automatically when an appointment is put in Chargeback status, you must toggle "Chargeback Referral Fee" to YES in their profile)

For further questions regarding accounts/properties, please contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it.

Thank you for using FastGem!

With FastGem, you can create custom fields across multiple different record types, in order to track data specific to your instance. 

To access Custom Fields, login to the admin portal (backend) of your instance. Your admin portal can be reached by adding /a to the end of your instance URL. For example, the admin portal of the demo instance is: demo.fastgem.net/a

Click 'Config' from the main menu in backend: 

Next, click on the 'Custom Fields' tab (far right): 

From this page, you can create custom fields which will appear in front end FastGem, for multiple different record types. Custom Submissions Fields will appear on customer and lead records, Custom WO Fields will appear on work order records, Custom Yard Fields will appear on inventory records, Custom Rep Fields will appear on rep/tech/agent records, Custom Account Fields will appear on account/property records, Custom Invoice Fields will appear on invoice records, Custom Opp Fields will appear on opportunity records, and Custom Ticket Fields will appear on ticket records.

Under each field type, you will see details on any pre-existing custom fields, along with the option to Add a new custom field to the record type: 

Use the small downwards arrow button beside each field to expand and see more detail/edit the custom field: 

When adding a new custom field, the Name for the field should not include spaces. Use an underscore (_) to separate words in the field name if necessary. (DO NOT USE THE SAME NAME HERE AS ANOTHER DATABASE FIELD IN FASTGEM, THIS WILL BREAK THAT FIELD, e.g., primary_phone) The field Label is what will appear in the FastGem front end as the field label. You must select a Type for your custom field (Types are explained below). The field Description is for admin use if wanting to leave notes on the purpose of the field. Depending on Type selected, the other configuration options for the field may change (more details below). The meanings of the checkboxes at the bottom of the custom field configurations are explained below. Use the small up and down arrows on the right side of your custom field to move it around in relation to the other custom fields, and use the red Trash can item to delete:

Field types and what they do: 

Text type fields will create small text boxes in front end FastGem.

Text Area fields will create large text areas in front end.

Number type fields will create small text boxes that only accept numbers in front end (The Min and Max options that appear when the Number type is selected define the minimum and maximum numbers allowed for that field).

Calender (Date) and Date (ccdate) type fields will both create a calendar date picker option in front end (the Format option that appears when a Date type is selected defines the format in which the date will be stored: day-month-year, etc.).

Dropdown (cclist) type fields will create a dropdown field in front end. Selecting the Dropdown type will open an OPTIONS sub-section in the field definition, where you can enter multiple options to appear in your dropdown in front end. Value and Label for each option in the dropdown should match. The 'include empty first option' checkbox will configure the dropdown so that there is an empty option for selection:

Checkbox (single) type fields will create a single checkbox in front end (The Value option that appears when the Checkbox (single) type is selected will default to 1 and should be left as 1).

Checkboxes (multi) type fields will open an OPTIONS sub-section in the field definition, where you can enter multiple different checkboxes and their labels, which will appear grouped together in front end FastGem. The Value of each individual checkbox added here should be 1: 

Subform (nested) type fields create a button in front end FastGem that, when clicked, displays the nested sub-form fields defined in the NESTED SUBFORM FIELDS sub-section pictured below. This NESTED SUBFORM FIELDS section appears in the field definition when the Subform type is selected. The Inner Data by Every field controls how many sub-form fields will display per line in front end. The Add New Text field defines what the button in front end (that, when clicked, displays the sub-form fields) will be labeled. Click the blue 'Add Inner Field' button to create and define your sub-form fields, as you would a normal custom field.  

The example Subform (nested) type field pictured above, will look like this in front end FastGem:

Note the Text and Checkbox type fields that appear as configured when the button labeled 'Add Line Info' is clicked. 

Explanation of Checkboxes at the Bottom of Custom Field Configurations:

At the bottom of your custom field configurations, you will see a row of checkboxes. Checking these boxes will further define the custom field's capabilities: 

• 'Display in Excel' means that this custom field is exportable to csv file.
• 'Display on List' means that a column for that custom field will appear on the List View of whatever Record Type the custom field is attached to (If you have checked the 'Display on List' box but do not see the column appear in your list view, please contact FastGem support).
• 'Include in Search' is for Text, Text Area, and Number type fields, and makes the custom field value searchable when typed into the Search bar in front-end.
• 'Include in JSON Filter' is for fields with pre-defined values (Dropdown type fields), and adds a Search Filter field to the Search Tools dropdown in front end.
• 'Sortable' is for custom fields that have 'Display on List' checked; it defines whether or not users in the front end can click on the column header for the custom field in the list view, and sort page results by the value in that field. 
• 'API Field' defines whether the field will be API compatible. 
• 'Required' makes the field a required field (cannot save record if empty). 
• 'Hide Time' appears if the field type selected is Calendar. This will prevent a timestamp from being appended to the date selected in the custom field. 

For further questions regarding custom fields in FastGem, please contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it.

With FastGem's Address Verification tool, you can quickly check the service availability for a lead or customer's address with the click of a button! Ask FastGem support to turn this feature on for you if you are interested. 

NOTE: You must have a BundleDealer account in order for this tool to be enabled. If you do not have a BundleDealer account but you have a SaraPlus account instead, see THIS article. 

How it works: 

While in Edit mode in a person record, ensure you have correctly entered the person's address, and then look for an 'Offers' button next to the customer's zip code field: 

Clicking on this 'Offers' button will open a new tab, wherein you can see details on all available provider offers for this address: 

You can also use the Filter on the right of the screen to limit your results: 

There are several ways to access action logs in FastGem Canvas so you can see what actions have been taken on a record. 

From your Map page, you can click on an address and then click the clock icon at the top of the address record to view logs (including IP address of the user) for that record: 

 From within an Account record, you can click to view the action logs on that Account (see THIS article for more information on how to access Account details): 

 To access your Canvas Calendar, click 'Calendar' at the bottom of your screen. From your calendar page, you can create a new event (aka appointment) at the top of the screen. By clicking on individual events/appointments in the calendar, you can edit previously created events, set reminders for your events, and cancel, complete, or delete events: 

The Calendar view defaults to a Monthly view, but you can change how you would like to view your calendar events with the buttons shown below: 

You can also create Events/Appointments for specific addresses from within your Map page by clicking to open a particular address. More details HERE. 

You can also create Events/Appointments for specific Accounts by clicking to open that Account. More details HERE. 

Reminders for Appointments/Events will be determined by your preferred communication method(s) selected in My Profile. The Notification bell in the upper right corner of your Canvas screen will alert you to upcoming appointments/events unless you have disabled these reminders in your Profile: 

Once you have logged into FastGem canvas, your Home Page Dashboard will show you basic reporting analytics and allow you to view and manage tasks, events, areas, etc. You can access the Dashboard at any time by clicking the 'Home' icon at the bottom of your screen, highlighted below: 

Within the Dashboard, you can review team activity, view/edit/complete today's tasks, view/edit/reshcedule/complete today's events, click on an option in the 'Quick Actions' section to be taken to your canvas map, analytics page, task management page, or calendar, review area metrics, user performance, recent activity, and more! Note that the bell in the upper right corner of your screen will show you any notifications that require attention: 

NOTE: This article assumes you have already created or been assigned to an Area on the Map. If you would like instructions on how to create new Areas or access previously created Areas, please see THIS article.

Within your FastGem Canvas app, you will see a 'Map' option at the bottom of your screen (highlighted below). Click it to be taken to a map showing your location: 

You can use the tools along the right side of your Maps screen to navigate the map. Use the magnifying glass icon to search for and be taken to a particular address, use the target icon to make the map locate your position, drag and drop the orange eyeball icon onto the map to be taken to street view, use the expander icon to enter full screen, use the roadmap icon to view satellite imagery (or turn it off), use the + and - magnifying glass icons to zoom in and out, use the rotation icons to rotate your view clockwise and counter-clockwise, use the compass icon to center North on the map, and use the square and pentagon icons to create new areas (more details on how to create new areas HERE): 

On the upper left side of the map screen, you can click the 'funnel' icon to open filters for your map. This is a handy tool if your map is slow to load because of an excess of pins. With the map filters, you can filter your map view to dipsplay only areas assigned to specific reps, only pins in specific dispositions/status, no more than a certain number of pins/addresses, etc: 

Map filters applied here are cahced and the search parameters are retained until cleared. 

Within each created Area on your map, numbers will appear telling you how many addresses are in a given location. You can zoom out on the screen to see 'big picture' numbers, or zoom in on the screen to see a pin assigned to each individual address. From there, click on any Pin, assign a Disposition (pin type) to it, and enter contact details (the address itself will be pre-loaded for you): 

As shown above, in addition to entering contact details for the address, you can specify whether the address is business or residential, and you can also enter Notes, create (or complete) Tasks, and add (or remove) Appointments to/from your Canvas Calendar for this address.

If ISP Integration is enabled for you instance, you will see an additional tab along the bottom of your pin, called 'ISP Info', where you can see available services for the address offered by the integrated ISPs: 

(If you would like ISP Integration with Canvas turned on, please let FastGem support know.)

Depending on the Pin type (Disposition) you choose for the address, the system will automatically respond to that Disposition by opening a new Appointment, opening a task, etc: 

(What actions are taken in response to a Disposition being chosen can be configured by an Admin user in Canvas Settings.)

You can click the 'lookback clock' icon at the top of an address record to see a log of actions taken for that record so far: 

If AI is enabled for your instance, you can use the 'Ask Grok' feature at the top of an address record to gather information on the address such as available packages, pricing, etc: 

(Ask FastGem support to enable Grok AI for your canvas instance if desired.)

If your address is a multi-dwelling unit, you can define that by clicking the 'Multi unit building' checkbox. In the 'Units' tab, click 'Add Unit' to add new unit information and place orders for each unit:

MDU pins will appear on the map differently than  normal pins, with a number showing the number of individual dwellings within the MDU. Clicking on an MDU pin will take you directly to the list of individual dwelling pins within it, in numerical order (the list of units is also searchable). If you wish to disposition or otherwise configure the MDU pin itself, click 'Configure Address' as shown below:

PLACING ORDERS: 

If your visit is successful and you want to place an order, you can do that from within a pin, using one of FastGem's customizable Order Forms (note that customer information such as name, business name if applicable, and address are pre-loaded for you): 

 (Note: if you are using the order form to place an order for a customer that was originally imported to FastGem Canvas from your main FastGem Site (FastGem Legacy), then in order to ensure your order form submission does not create a duplicate in FastGem Legacy, please ask FastGem support to add a hidden fg_submission_id field to the order form.)

Upon form completion and submission, the customer/account/order information will be sent from Canvas to your main FastGem site as normal when submitting forms: 

 The record in FastGem will contain submission data and action logs, as normal. 

In Canvas, the customer/account will be marked as Sold automatically upon form submission. 

Areas are created and accessed from within the Maps pages in FastGem Canvas. Within your FastGem Canvas app, you will see a 'Map' option at the bottom of your screen (highlighted in the screenshot below). Click it to be taken to a virtual map (please give Canvas permission to access your location in order for Canvas Maps to work correctly): 

MAP TOOLS:

You can use the tools along the right side of your Maps screen to navigate the map. Use the magnifying glass icon to search for and be taken to a particular address, use the target icon to make the map locate your position, drag and drop the orange eyeball icon onto the map to be taken to street view, use the expander icon to enter full screen, use the roadmap icon to view satellite imagery (or turn it off), use the + and - magnifying glass icons to zoom in and out, use the rotation icons to rotate your view clockwise and counter-clockwise, use the compass icon to center North on the map, and use the square and pentagon icons to create new areas (more details below): 

CREATING AREAS: 

If you have permissions to do so, you can create Canvassing Areas yourself. To do this, click on the Pentagon icon on the right side of your Map to draw out a custom-shaped area for canvassing (To draw the area, click once on the screen and then move your mouse (or lift and move your finger, if on mobile); click once again to 'end' one side of your custom shape); then you can assign your custom area a territory name, and assign users to the territory:

 Alternately, you can click the Square icon on the right side of the screen to draw a rectangular area for canvassing, assign it a territory name, and assign users to the territory: 

Once you have drawn your area, FastGem will fetch the addresses for you. If this takes longer than a few seconds, you may need to refresh your page. When addresses have generated, you will receie an alert (see the Bell icon in the upper right of your screen for alerts): 

Note: It is also possible to import areas into Canvas via CSV type files. More details HERE. 

Once addresses are loaded, numbers will appear telling you how many addresses are in a given location. You can zoom out on the screen to see 'big picture' numbers, or zoom in on the screen to see a pin assigned to each individual address: 

Note: Depending on how many areas are clustered together and how far out you zoom, map numbers will switch between showing a count of areas assigned to you and number of individual addresses. This is to help with page loading speed. 

If you have the 'View All Pins' permission (for admins), then regardless of whether you are assigned to the area, you will be able to see pins outside of areas you are assigned to. If you have the permission 'Self Assign to Areas,' then when you click on an area you are not assigned to, you will be given the option to assign yourself to that area: 

CHILD AREAS:

If you have already created an Area/Territory either via upload or by outlining the area on the map, and you would like to create child areas within the existing area without generating new pins (for example if you are assigning sub-sections of an area to different reps), you can do so with our Child Areas feature. Simply outline your child area on the map, making sure to keep the boundaries of the child area within the boundaries of the existing (parent) area. The system will recognize that you are creating an area within a pre-existing one and will allow you to confirm child area creation with a checkbox. The reps from the parent area will be assigned automatically to the child, but rep assignment can be changed when creating the child: 

If there are two (or more) overlapping pre-existing territories, and the child area you create is within the boundaries of both of the overlapping territories, then the parent territory will default to the larger of the two pre-existing territories. When creating the child area, you will see a checkbox titled 'Include All.' If you check this box, that means your child area will be created with pins from both of the overlapping territories it is within, instead of just the pins from the assigned parent territory. If you uncheck that box, you will be allowed to choose which of the pre-existing territories to assign as a parent and copy pins from:

ACCESSING AREAS:

To access your previously created Areas, you can view them on your main Map page, as shown above, or you can click on the 'Areas' tab within Maps to see an overview of your areas and how many addresses are within each one. You can flip between 'My Areas' and 'All Areas' and see total counts for each. You can also search for areas by name on this page, or filter areas by users assigned. If you have assigned colors to different users in your Settings pages, the areas will be colored depending on which user is assigned to them. Otherwise, if only one user is assigned to an area, it will be blue, and if there are multiple users assigned to an area, it will be green: 

Clicking on one of your Areas from the above page will allow you to choose whether you wish to see the area on the map, or see details of the area:

If you click map, you will be taken directly to that area on the Map.

If you click Details, you will be taken to the Area Details tab where you can see more detailed information about the area and each address within it. From the Area Details tab, you can assign/re-assign the area, archive the area, and look at the specific addresses within that area. You can also choose whether or not the area is outlined on the map. With the eyeball icon, you can see more detail on each address record. With the concentric circles icon, you can be taken to that address on the map. With the paper map icon, you can be taken to the address on Google Maps:  

If an address record has been imported from FastGem, you will see additional information when clicking on the eyeball such as details on any work order(s) attached to that record in FastGem's main site (FastGem Legacy) if applicable, last updated date, original rep, FastGem submission ID, etc: 

Also within the Area Details tab, you can click to edit exact pin positions on the map (assuming you have the correct permissions). From within the Area Details tab, simply click the Edit Pins button. You will be taken to the Area on the map, and the pins will be highlighted in orange to let you know you can drag-and-drop them to a new position within the Area. NOTE: While in Edit Pins mode, in order to zoom in/out or reposition the map itself on your page, you must be holding down the space bar. When finished, click back into the Area Details tab to Save or Cancel your changes: 

If for some reason your Area has no addresses/pins within it, you will be able to click 'Regenerate Addresses' from within the Area Details page:

IMPORTING AREAS:

Within your Canvas Areas list (in the Map section of Canvas), there is an Import button in the upper right corner of the screen, to allow you to import areas and the addresses within them quickly: 

Clicking the Import button will open a pop-up to start the import process. The first question you will be asked is whether you are importing from a CSV file, or importing from customer/lead records on your main FastGem site (FastGem Legacy): 

IMPORTING FROM CSV: 

If you select 'Import from CSV', you can choose to download our CSV Template (optional) or you can use your own CSV file, as long as you get the 'Template is Valid' message shown below.

Next, Click to upload your CSV file: 

The file you upload MUST have address, city, state, and zip code columns filled in. Latitude and Longitude for each address is NOT required, but will be populated in Canvas automatically based on address. Data in columns such as First Name, Last Name, Email, phone number, and Business name are optional but if uploaded will be stored as Lead info in the Pin for that address.

If your template is valid, you will see a Validated Template message and be allowed to continue to the Mapping page:

Click 'Continue to Mapping' and the next page will allow you to tell the system which of the columns in your CSV file correlate to the fields in Canvas. (Note that you can select an option like 'Street Address' for more than one CSV column if necessary and the system will load both CSV columns into the Canvas Street Address field. For example 'Street Number' and 'Street Name' columns in a CSV should both be mapped to 'Street Address' when importing into Canvas). For any fields in your CSV file that do not have an equivalent field in Canvas, simply choose 'Don't map', or 'Notes'. Once finished mapping your fields, click 'Continue to Configuration': 

The following Configuration screen will allow you to Name your Area, assign users to the area, and select a Default Pin type (Disposition) for each address within the area. If the addresses in your CSV file are grouped relatively close together, as they should be, make sure the option to 'Outline area on map' (shown in the image above) is selected. The only time you would not want to select this checkbox is if the CSV file you are uploading contains addresses spanning a great distance, e.g. from TX to NY, which is not recommended: 

If the file you are uploading contains lattitudes and longitudes for each address, you can click Show Preview to see a preview of the area you are creating on the map. If no lattitudes and longitudes are included in the file, no Preview will be displayed on this page.

Once finished configuring your import, click 'Continue to Preview'. 

The Import Preview page will tell you if any of the addresses you uploaded were unable to be validated, and why (in the example below, no street address was provided for one record). It will also display a review of information such as the number of uploaded records with attached contact (lead) information:

If your import contained duplicate addresses, you will be alerted to this fact and given the option to a) upload all addresses under a single pin and designate that pin as a multi-dwelling unit, or b) upload duplicate addresses as individual pins (which may result in multiple pins stacked on top of another in your map): 

Once you have reviewed the Import Preview, you can click to Import the records. Once you have clicked the "Import Records" button, you will see a 'Processing Import' message and then a Completed message confirming the import of your new area: 

You can check your Areas list to verify the area you imported. Note that if you did not give your Area a name during import, the system will assign it a name based on the date and time of import: 

IMPORTING FROM EXISTING: 

If you choose 'Import from Existing', this will allow you to import all submissions (leads/customers) in status(es) and state(s) of your choosing from your main FastGem site (FastGem Legacy) into FastGem Canvas. The first step is to select what person status(es) in your main FastGem site you wish to copy over to Canvas, along with what State the submission records must be in for the import to 'grab' them (the state selection option is there to prevent accidental creation of areas stretching across untenably large distances): 

Once you click Continue, the next screen will allow you to configure your import by assigning it an Area name, assigning Canvas users to work the area, and setting a default Pin (disposition) for each address entered into Canvas via this import. You can also choose whether or not to outline the area on your map. If the addresses you are importing are grouped relatively close together, make sure the option to 'Outline area on map' (shown in the image above) is selected. The only time you would not want to select this checkbox is if the addresses you are importing span a great distance, e.g. from TX to NY, which is not recommended.

Next, click 'Continue to Preview', and you will see the total number of addresses you will be importing from FastGem Legacy into FastGem Canvas. If everything looks good, click the Import the Records: 

When the import is completed you will see a completed confirmation message along with an import ID, a data preview, and a warning (if applicable) letting you know if any records could not be imported (usually this is due to missing address data in FastGem Legacy): 

You can check your Areas list to verify the area you imported. Note that if you did not give your Area a name during import, the system will assign it a name based on the date and time of import.

(Note: if you import from existing and then place an order on an imported customer using the order forms in Canvas, then in order to ensure your order form submission does not create a duplicate in FastGem Legacy, please ask FastGem support to add a hidden fg_submission_id field to the order form.)

EXPORTING AREAS: 

To export an Area, select an Area from your Areas list and then click to go to Area Details. From the Area Details page for that Area, if you have permissions to do so, you will have the option to Export the addresses (and contact info) from that area: 

To create and manage Routes, hover over the 'Route' button and click 'Manage Routes': 

The Manage Routes page will display a list of territories (areas), which you can filter by assigned rep or search for by name. If you have the permissions to see territories (areas) outside of those assigned to you, you will see three checkboxes at the top of the page to help you filter your results: "Show only my territories", "Include archived", and "Show unassigned territories."

Click on the territory (area) for which you wish to build a route (or view the existing route, if one has already been created). 

The next page will be a kanban-style page with several 'columns'. There will be a column for each rep that is assigned to the area. There will also be a 'Pending' column, for addresses in the area that are yet to be assigned to a rep, and a 'Completed' column, for addresses in that area that have successfully generated a sale (work order created). To add a rep to the area from this page, click 'Add Rep' and then select the rep's name. You will see a new column appear on the page for that rep: 

To remove a rep, click the X beside their name where they are listed at the top of the screen. 

To add an address from within the selected Territory (Area) to this route building page, click the 'Add Address' button. You can search for specific addresses here or scroll through the options. Selected addresses will populate in the Pending column on the far left of the page, with their current disposition displayed above the address: 

Drag-and-drop an address from the Pending column to any of the rep columns (or from one rep's column to another) to assign it to that rep's route: 

Note that if a Rep is currently using their route and has selected a territory to Navigate to, that is shown in blue above the address ('Navigating here').

Click directly on an address to see basic info on it: 

To search for an address that has already been added to your route (to see who it is assigned to, its disposition, etc.), use the search bar in the upper right of the page:

Once an order has been placed for an address, it will automatically be moved to the Completed column in your route. 

To view your Route, simply click directly on the 'Route' button when you log into Canvas: 

You will be taken to a page showing a list of the addresses (pins) assigned to you within a territory, in the order you are to visit them: 

Use the 'Territory' dropdown at the top of the page to define which territory you need to view your route for: 

Use the Search bar at the top of the page to search for specific addresses. Note that if the address you are searching for exists in a different territory than the one selected, you will be alerted to this fact and given the option to switch to that territory: 

Click the 'Navigate' button beside an address once you are ready to navigate to it:

The address will be marked as "Current - Navigating Here" in your Route, and you will be able to dropdown the 'View Map' slider in order to view the directions you should take from your current location to the address selected. Click the blue "Open in Google Maps" button to open your directions in Google Maps:

Once your address has been marked as "Current - Navigating Here", you will be able to disposition the address, as well as enter Contact Information for the resident(s) of the address by opening the 'Contact Information' slider. Once contact information has been entered, you will be able to Place an Order for that address: 

Once you click "Place Order", select the order form you wish to use to send order information to FastGem Legacy, and fill out the Order Form as normal: 

Once you have placed your order, click Route again to be taken back to your route page. 

If you are an Admin in FastGem Canvas, then you will have permissions to change configurations for your company's FastGem Canvas app. 

After you have logged into your Canvas app, click the Menu button (three horizontal lines) in the upper left corner of the page, then click 'Settings', highlighted below: 

GENERAL SETTINGS: 

 You can create Tasks in FastGem Canvas several different ways. 

1. You can click on 'Tasks' at the bottom of your screen to see, edit, and delete any existing tasks, or create new tasks from scratch: 

2. You can also create tasks attached to a specific address from your Maps page while canvassing, after clicking on a specific address pin (more details HERE). 

3. You can create tasks attached to specific accounts from your Accounts page (more details HERE). 

Reminders for tasks will be determined by your preferred communication method(s) selected in My Profile. The Notification bell in the upper right corner of your Canvas screen will alert you to upcoming tasks unless you have disabled these reminders in your Profile: 

If you want your technicians to be automatically charged for inventory after it has been consigned to them but not activated for a certain number of days, or if you want to be able to manually set a piece of inventory to Chargeback status and have payroll adjustments created for your technicians to reflect, you will love this new feature. 

When this feature is enabled, then after you set a piece of inventory to a chargeback status, chargeback rep adjustments for the cost of that inventory piece will automatically be created for the applicable technician. These chargebacks will appear in the action logs of both the technician and the inventory piece, with serial number listed (in parenthesis below) for easy identification. 

Assuming the 'Chrg' checkbox is checked before Snapshot Payroll is run, the chargeback rep adjustment will also appear in Snapshot Payroll for processing, again with serial number listed (in parenthesis below) for easy identification. (If you have a Chargeback Limit set for your instance, the chargeback may not appear in payroll right away, depending on orders already processed through payroll on the same date. For more information, please see THIS help article). 

In addition to chargeback rep adjustments being created for technicians when a piece of inventory is manually set to Chargeback status, FastGem can also be configured to put a piece of inventory into chargeback status and create the applicable chargeback rep adjustment for it automatically, if that piece of inventory has been consigned to a technician but not activated/assigned to a customer for a pre-set number of days. 

CONFIGURING INVENTORY CHARGEBACKS IN ADMIN (ADMINISTRATIVE PERMISSIONS REQUIRED):

To configure inventory chargebacks, login to the admin portal (backend) of your instance (this can be reached by adding /a to the end of your instance URL. For example, the URL for the admin portal of our demo instance is demo.fastgem.net/a). From the main menu, click 'Config.' 

  (Note: users with special Configuration User permissions will not need to login to the admin portal (backend) to access the Config section; instead, they can navigate to SITE MGMT > Config). 

Once you are in Config, then, in the Content Types tab (the first tab along the top of your screen),  click to open the Inventory section. There are four different configurations you will need to set here, pointed out with red arrows below:

 First, you will need to add a Chargeback status to the inventory Status list, assuming one does not exist already. Click the Inventory Status 'Click here to Edit' icon and use the green buttons to add a new status. 

Save.

Next, select the chargeback status you just added in the 'Chargeback Inventory (to tech) Status' dropdown. 

Next, toggle the 'Inventory Auto Chargeback (when set to chargeback status)' option to YES. 

Next, if you want FastGem to automatically place consigned and un-activated inventory items into chargeback status and create the applicable chargeback rep adjustment after a certain number of days, enter that number of days in the box labeled 'Inventory Chargeback After Duration (scan daily for consignment passed this date and chargeback)'. An entry of '0' will result in no auto-chargebacks. 

Remember to save your changes!

For more information on Inventory in FastGem, please see help category 'Equipment and Inventory.'

For further questions regarding inventory chargebacks, please contact FastGem support at (504) 383-0602 or by email at This email address is being protected from spambots. You need JavaScript enabled to view it.. 

Thank you for using FastGem!

  CREATING ACCOUNT TAGS/STATUSES: 

 Login to ADMIN FastGem (Back end). Click on 'Config' option.

The 'Content Types' tab is the first tab on the upper horizontal menu on the following page. 

From within the Accounts slider in the Content Types tab of Config, you can click to Edit existing Tags and Statuses or add new ones. 

 Don't forget to click Save when done!

 For further questions regarding accounts/properties, please check out our help articles or contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it.

Thank you for using FastGem!

Navigate to your Work Orders List view using this pathway: ORDERS > Work Orders:

To create a new work order from the Work Orders list view (as opposed to creating a new work order within a person record), click the 'Add Item' button at the top of the Work Orders/Appointments list view screen:

Make sure to attach the work order to a person record using the person search tool (unattached work orders cannot exist and will not save): 

You can then add all the details you would add when creating a WO record within a customer record: Account number, status, package name, scheduled date and time, number of boxes, assigned technician, install notes, etc. You can even assign inventory and upload documents or photos to the work order record when first creating it here. Note that there is no need to select a rep or a lead rep for the work order: rep and lead rep will be auto-populated according to what is assigned to the customer record.

Once the work order has been saved for the first time, you will be able to do things such as create tasks attached to this work order, see projected payroll for this work order, etc. 

You now have the ability to determine which date the Completed and/or Installed date of a work order will be based of off: the scheduled Install date, or the date the record was actually flipped to a completed status. 

Normally, Completed and Installed dates on a work order are automatically assigned when the work order is changed to a completed or installed status, as the dates that status change took place. However, for reporting purposes, if you would like either of these dates to populate as the scheduled Install date instead of the date the statuses were actually changed, complete the following steps.

Note: If you are a user with 'Configuration User' permissions in your instance, you will be able to access the Configuration and Content Types section from front-end by going to SITE MGMT > Config: 

If you are not a user with Configuration User permissions, follow the steps below to access Config > Content types: 

Login to the admin portal of your instance and click 'Config': 

The 'Content Types' tab is the first tab on the upper horizontal menu on the following page. 

Click to expand the 'Work Orders' section, and find the Complete Date Based On and/or Installed Date Based On toggles. Toggle the applicable one to 'Use Install Date Value': 

Save & Close. 

For additional questions about Completed and/or Installed dates, please contact FastGem support at (504) 383-0602 or email us at This email address is being protected from spambots. You need JavaScript enabled to view it.

Thank you for using FastGem!