Getting Started with Enterprise Plan¶

The Enterprise plan includes everything in PRO plus advanced capabilities for companies that manage inventory, assets, work orders, and enterprise-grade integrations. This guide walks you through each Enterprise feature so you can take full advantage of the platform.

Prerequisites¶

Before you begin, make sure:

• You have completed the basics covered in the Free Plan Guide and PRO Plan Guide.
• Your subscription is active on the Enterprise plan (or you're within the 14-day free trial).

1. Everything in PRO — included¶

All Free and PRO features are fully available on Enterprise:

• Unlimited users, jobs, customers, and invoices.
• Company branding, booking time windows, and KPI dashboard.
• Bulk import, Telegram notifications, and auto-assignment.
• Customer portal, Stripe payment integration, and QuickBooks Online sync.
• Offline mode for the mobile app and customer alerts & reminders.

If you haven't configured these yet, start with the PRO Plan Guide. The sections below focus on the capabilities that are exclusive to Enterprise.

2. Inventory management¶

Track parts, materials, and supplies across warehouses and technician vans.

Set up your first warehouse¶

1. Navigate to Inventory → Warehouses from the sidebar.
2. Click Add Warehouse.
3. Enter the warehouse name, address, and an optional description.
4. Click Save.

Configure bins¶

Organize stock within a warehouse using bins (shelves, aisles, or zones):

1. Open your warehouse and click Manage Bins.
2. Click Add Bin and enter a bin name (e.g., "Aisle A - Shelf 3").
3. Repeat for each storage location.

Add stock and set reorder points¶

1. Navigate to Inventory → Parts Catalog.
2. Click Add Part or select an existing part.
3. On the part detail page, set the reorder point — you'll receive an alert when stock drops below this level.
4. Use Stock Transfers to move parts between warehouses or to technician van stock.

Full setup instructions in the warehouses & stock guide.

3. Asset management¶

Register and track customer equipment, schedule maintenance, and monitor asset lifecycles.

1. Navigate to Assets from the sidebar.
2. Click Register Asset.
3. Fill in the asset details:
   • Asset name and type (e.g., HVAC unit, printer, generator).
   • Serial number, model, and manufacturer.
   • Customer and location — link the asset to a customer site.
   • Installation date and warranty expiration.
4. Click Save.

Maintenance scheduling¶

1. Open an asset and click Schedule Maintenance.
2. Set the frequency (e.g., every 6 months) and the next due date.
3. FSM Navigator automatically creates recurring jobs when maintenance is due.

Lifecycle tracking¶

Assets move through statuses — Active, In Maintenance, Decommissioned — giving you a complete history of each piece of equipment.

Full guide at managing assets.

4. Customer portal, Stripe payments & QuickBooks — available on PRO¶

The customer self-service portal, Stripe payment integration, and QuickBooks Online sync are included on the PRO plan and continue to be available on Enterprise. If you haven't set them up yet, configure them using the PRO guides:

• Customer portal — magic-link self-service access to jobs, quotes, and invoices.
• Stripe payments — accept online payments via Stripe Connect.
• QuickBooks Online sync — keep invoices and customers aligned with your accounting system.

Full onboarding steps for these are in the PRO Plan Guide.

5. Enterprise API¶

Integrate FSM Navigator with your existing systems using the RESTful Enterprise API.

1. Navigate to Settings → API and click Generate API Key.
2. Copy the key and store it securely — it is shown only once.
3. Use the API to programmatically manage jobs, customers, invoices, and webhooks.
4. Rate limits: 60 requests/min standard, 120 requests/min burst.

Full API reference and webhook setup at Enterprise API documentation.

6. Advanced reporting¶

Enterprise unlocks enhanced analytics beyond the standard KPI dashboard.

• Custom date ranges — analyze any period, not just preset windows.
• Technician performance reports — completion rates, average job time, and customer ratings.
• Revenue breakdowns — by customer, job type, or time period.
• SLA compliance reports — detailed breach analysis.
• Export — download reports as CSV or PDF.

Navigate to Dashboards → KPI, select your date range, and click Export to download.

Explore all available metrics in the KPI Dashboard documentation.

7. Specialized team roles¶

Enterprise unlocks two specialized roles for teams that need granular permissions beyond the standard Owner / Dispatcher / Technician set. The Manager role (also available on Pro) provides read-only oversight without operational write access:

• Manager (Pro and Enterprise) — Read-only oversight across jobs, the KPI dashboard, reports, and audit logs. Can invite Dispatchers, Technicians, and Inventory Managers. Cannot create, edit, or assign jobs — those stay with Owner and Dispatcher. No access to company settings, billing, inventory, or assets. Best for ops directors and regional managers who need visibility without write authority.
• Inventory Manager — Runs the parts catalog, warehouses, stock levels, and purchase orders. Best for stock controllers and warehouse leads.
• Asset Manager — Owns equipment records, maintenance schedules, warranties, and depreciation tracking. Best for equipment coordinators and fleet managers.

Full role breakdown and permission matrix in Roles and access control.

What's next¶

You have access to the full FSM Navigator platform. Here are ways to go further:

• Contact support for custom integrations, dedicated onboarding, or SLA customization.
• API documentation — build custom workflows and third-party integrations.
• Asset maintenance — automate preventive maintenance across your fleet.

Frequently asked questions¶