Getting Started with Enterprise Plan

The Enterprise plan includes everything in PRO, from the booking page and signed quotes to memberships and portal payments, and adds the tools for bigger jobs and more equipment: work orders with estimates, inventory, asset management, equipment-linked service agreements, the REST API and webhooks. This guide walks you through each Enterprise feature.

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.
• Customer alerts & reminders.
• Booking page, pricebook, quotes with customer e-signature, and job forms.
• Service agreements, memberships with automatic card payments, and Google review invitations.
• Job profitability and advanced reporting.

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. Work orders and estimates

Work orders hold multi-step projects together: sub-jobs, dependencies, documents, a budget and an estimate the customer approves before work starts. When a customer accepts a quote, you can turn it into a work order instead of a single job.

1. Open Work Orders from the side menu.
2. Create a work order, add its sub-jobs, and set the SLA deadline.
3. Build the estimate and send it for customer approval.

Read the work orders guide and estimates and approval.

5. 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.

6. Enterprise API and webhooks

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, assets, inventory, and technicians.
4. Generous daily limits keep your integration fast — see the API rate limits page for the current allowances.

Webhooks work the other way round: FSM Navigator sends a signed request to your system when a job or invoice changes, so your other tools stay in sync without polling.

Full API reference at Enterprise API documentation.

7. More custom fields

Enterprise raises the custom fields allowance from 10 to 50 on jobs and 50 on customers.

8. Advanced reporting — available on PRO

Advanced reporting is included from the PRO plan and continues on Enterprise.

• 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.

9. Specialized team roles

Enterprise adds two specialized roles for teams that need granular permissions beyond the standard Owner / Dispatcher / Technician set. The Manager role is also available on Pro:

• Manager (Pro and Enterprise) — Runs day-to-day operations alongside the Owner: creates, edits, and assigns jobs from the Dispatcher dashboard, keeps parts and notes on any job accurate, reviews the KPI dashboard, manages customers, invoices, inventory, and assets, and invites Dispatchers, Technicians, Office Staff, and Inventory Managers. Audit logs, company settings, and the subscription stay with the Owner. Best for ops directors and regional managers.
• 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.

10. Email from your own domain or Microsoft 365

Enterprise can send your customer emails (appointment updates, estimates, invoices and reminders) from your own domain or your Microsoft 365 mailbox, under your business name, with bounce and complaint tracking.

1. Open Company Settings and go to the Email Sending tab (Owner and Administrator).
2. Choose My domain or Microsoft 365 and follow the setup steps.
3. Send yourself a test email before you switch over.

The "Powered by FSM Navigator" footer stays at the bottom of every email.

Step by step in Email sending and Microsoft 365 setup.

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

Related

• Pro plan guide
• Free plan guide
• Plans & pricing