training-form management

  • 3rd Party Agreement Form

    *This form may be called something different in your instance, depending on instance customization. 

     

    The 3rd Party Agreement form is a Tech form, which means it is accessible to technicians and is stored in the Customer Contract Forms section of a work order.

     

     

     

    The 3rd Party Agreement form is special because it is linked to the Required Equipment entered for a work order. The form will automatically pull the required equipment costs and info from the work order (along with other info such as customer name, etc.), and automatically calculate the taxes based on the state the customer is in:

     

    Note: If you would like tax rates to be calculated automatically for each peice of required equipment added to a work order, then you will need to set up Areas with their relevent zip codes. See THIS article for more information. You can of course always edit the tax rate manually for each individual line item you add to the work order: 

     

    For help customizing your Required Equipment, please see help article 'Adding Individual Inventory and Equipment to FastGem' or contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it.

     

  • Accessing Form Management (Editing Order Forms)

    1. Login to ADMIN FastGem
    2. Click on the diamond icon in the top left hand corner of the page. 
    3. Click on the 'Form Management' option at the very top of the list. 

    Note: Before editing a formyou should always use the 'Duplicate' button to create a duplicate of the form, in case you break something by accident. Then, after you are sure your changes have been applied and are working the way you wish them to in front end, you can delete the duplicate form.

  • Adding 'Photo Upload' to an rsForm

    ***YOU MUST BE AN INTERNAL USER WITH ADMIN AND FORM MANAGEMENT PRIVILEDGES TO COMPLETE THE FOLLOWING STEPS

    Note: Before editing a formyou should always use the 'Duplicate' button to create a duplicate of the form, in case you break something by accident. Then, after you are sure your changes have been applied and are working the way you wish them to in front end, you can delete the duplicate form.

     

    Login to ADMIN FastGem in the instance you are editing. 

    Access the form you are adding this feature to.

    Add the following fields: 

    • Hidden Field named ' photo_file_location' (No values needed) 
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    • 'File Upload' field named 'Photo'.  Caption should be: 'Your Photo'. Description: 'This photo will be used to verify your identity to prevent any fraudulent activity.' Once you've filled in this information, click on 'Attributes' tab. 
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    • Attributes should be added as shown in picture below.

     

     

    • Go into "Form Properties" > "Php Scripts" and paste the code below in the "Script called after form has been processed" box.  

     

     

     

     

         

     

     

     

    Code to paste: 

    try{
    list($replace, $with) = RSFormProHelper::getReplacements($SubmissionId);
    $uploadPath = str_replace($replace, $with, '{photo:path}');
    $post['photo_file_location'] = preg_replace("/https:\/\/(.*?).fastgem.net\/tmp\//","",$uploadPath);
    $directoryName = JPATH_ROOT . "/assets/submissions/";
    if(!is_dir($directoryName)){
    //Directory does not exist, so lets create it.
    mkdir($directoryName, 0755);
    }
    rename(JPATH_ROOT . "/tmp/" . $post['photo_file_location'], $directoryName . $post['photo_file_location']);
    }catch(Throwable $t){}
     
     
    Once you've completed these steps, click 'Save & Close'.
     
     
    Go into FastGem > Config > Submission Data and, if it does not already exist in the Person Data Layout List, add the following row with field details as listed below:
     
       
     
     
     
     
     
     
     
       
     
     
        
     
     
     
     
    FIELD DETAILS: 
     
     
    Click 'Done' Then, 'Save'.
     
     
     
     
     
     
  • Adding a New Package to FastGem and Order Form

    *You must have Internal User Permissions to access this feature! 

    Added packages appear in the Package Dropdown box in 'Work Orders' when you add a work order to your customer records. 

    Packages also track commission and (when driven by PHP code), will appear on your order form as well. 

     

    1. From your FastGem home screen, go to Site MGMT>Packages on the menu bar. (Do not click on any extensions of 'Packages'. Click Directly on 'Packages'.) (Depending on your instance customization, the "Packages" menu item may be in a different place for you.)

    smpackages.png

     

    2. From the 'Packages' page, click on the 'Add Item' Icon. 

    additem1.png

    3. The way you enter package data here will carry over onto your order form. The 'Label' field should contain the name of the package (e.g. AT&T Entertainment). We recommend making each package label within your instance unique. The 'Description' field will appear on the order form inside of parenthesis, and should contain a brief description. The 'Cost' field should contain the cost of that particular package.

    As an Example, we are adding the AT&T TV package, 'Entertainment', which comes with 65+ channels, and the cost of that package is $59.99/month. So, in the 'Label' field, we will put 'AT&T TV ENTERTAINMENT'. In the 'Description' field, we will type '65+ Channels', and in the 'Cost' field, we will type '59.99'. (No dollar sign will be needed, as FastGem auto-populates the currency symbol for you.)

    In the dropdown box labeled 'Provider' we will select AT&T TV.  (If you do not see the Provider you need, please see the help article 'Creating and Restricting by Provider' or contact a supervisor or FastGem support).

    You can also set up flat fees for each rep or tech who sells/installs this package, or set holdbacks and a standard commission plan for this package by selecting 'Yes' in the 'Commission Based Package' dropdown. (Please note that flat fees only go into effect if the package is set as a Commission Based Package.') After selecting 'Yes' in the 'Commission Based Package' dropdown, you will also have the option to input expected Biz Pay (what your company is to expect from the Provider) for this package. You can always go back and edit these details later if you need to. (Please see the help article "Editing Rep & Package Commission Details" for more information on adding commission plans for packages. Keep in mind that payplans and manually entered user/rep commissions override package commission configurations for reps/techs). 

    packages2.png 

    (NOTE: FOR INSTANCES USING ORDER FORMS: If your order forms are driven by PHP code and are already set up for the provider you are adding a package for, you can select 'Yes' in the 'Selectable package' dropdown box, if you'd like for this package to display on your order form (and in dropdowns) as an option. If your order forms are driven by PHP code but are NOT yet set up for the applicable provider, select 'Yes' in the 'Selectable package' dropdown box and then see the help article 'Adding New PHP Providers to Order Form' for instructions on how to add the provider to the form. If your order form is not driven by PHP code, see the help article 'Adding Provider/Package to Order Form for Non PHP Forms' if you'd like for this package to display on your order form.)

    4. Click 'Save' when you are finished. The package is now available amongst all of the packages. You can now assign this package to a work order. 

     

     

     

     

     

  • Adding New PHP Providers to Order Form

    YOU WILL NEED TO BE LOGGED IN TO BACK END FASTGEM TO PROCEED. 

    *THE EXAMPLE ORDER FORM USED IN THIS DOCUMENTATION MAY APPEAR SLIGHTLY DIFFERENT FROM YOURS, DEPENDING ON WHAT OPTIONS YOU HAVE AVAILABLE ON YOUR FORM. 

     

    IF YOU DO NOT HAVE THE APPLICABLE PROVIDER CONFIGURED INTO FASTGEM, PLEASE SEE THE HELP ARTICLE 'CREATING AND RESTRICTING BY PROVIDER,' AND FOLLOW THE STEPS IN THE 'CREATING NEW PROVIDERS' SECTION BEFORE CONTINUING:

    1. Once you are logged in to ADMIN FastGem, click on 'Form Management' 
    2. Click on the Service Order Form that you are currently needing to add the package details to. 
    3. Scroll to the box for a provider who is already configured correctly on your order form. For example, the box that says 'DirecTV Spanish Packages'. Click the checkbox in the top right hand corner of that box. 
    4. At the top of the screen, click 'Duplicate.' 
    5. Scroll to the bottom of the screen directly above the section titled 'HIDDEN FIELDS' and find the duplicated box. 
    6. Click and drag the box & place it directly below the original box that you copied. 
    7. Click the 'Edit' button at the bottom right of the duplicated box. 
    8. Change the 'Name Field' and 'Caption' field to reflect the proper name of the service provider as entered in FastGem's Provider list (Content Types page). (Note that you may need to change the 'Name' field to not include spaces, in order for information to transfer to Submission Data in front end).

    In the 'Items' Field, scroll to the text that says "DirecTV Spanish" (or the name of whatever Provider it is that you duplicated) and change it to reflect the proper name of the Provider you are configuring now, as listed in FastGem's Provider list (content types page). Then, Click 'Save.' 

    Note that if you wish this provider to be tied to conditional fields, you will need to configure those as well for this new provider. For instructions on configuring conditional fields, please see help article 'How Conditional Fields Work.' 

    Note that if you wish the packages associated with the new provider you added to appear in the Submission Data after the form is selected, you will need to ensure that the field name (the field name associated with the Provider you just added to the form) appears in the Input Vals column of the Submission Data Layout list. You may need to add a new row to the Submission Data Layout list specifically for this provider. You can access the Submission Data Layout list by heading to Config>Submission Data tab, and clicking to edit the Submission Data Layout List. More detailed information on the Submission Data Layout List can be found in the help article 'Problem: Information Not Transferring from Form to Submission Data.'

    Note that if you wish the order form you are creating to create a work order as well as a person record when it is submitted, you will need to edit the PHP Provider fields in your form. For more information on how to do this, please see help article 'How to Make an Order Form Create a Work Order Record as well as a Submission Record.'(Access to this help article is restricted. If you are unable to access the article, please contact FastGem Support.)

    For information on adding packages to order forms, once you've configured the applicable provider, please see help article 'Adding a New Package to FastGem and Order Form.' 

     

    FastGem Support: (504) 383-0602 or This email address is being protected from spambots. You need JavaScript enabled to view it.

    Thank you for using FastGem!

     

  • Adding Provider/Package to Order Form for non PHP forms.

    **You will need to be logged in to the ADMIN section of FastGem to proceed. This help topic is created ONLY for forms who do not use PHP code for packages. 

     

    1. From the home screen of back end FastGem, click on 'Form Management'. 
    2. Click on the Service order Form you are currently needing to edit. 
    3. Scroll to the box labeled 'which_services' or similar, and click the 'Edit' button in the bottom right hand corner of the box. 
    4. Add the new package or provider name to the list in the field provided. Click Save. 
    5. Scroll to the top of the page & click 'Save.' Then, Click on 'Preview' to see a preview of the changes you made. Click 'Save & Close' when you are finished. 
  • Assigning Tasks to Individual Users in FastGem

    You can assign tasks to other users in FastGem, and tie them to specific customer records as well. 

     

    From the Leads, Customers, or Work Order 'List' view, click on the 'Book' (Action Log) icon. 

           

     
    You can also access the 'Create Task' feature by entering a person's record or work order and clicking on 'Actions.' 

     

    Click on 'Create Task'. Select a User from the dropdown provided, set a due date, and type in the task description. Click 'Save.'