2. Account Setup

Document Storage
An optional feature is available for all booking types which allows internal and client users to store relevant documents directly in a booking. This fea...
Wed, 28 Nov, 2018 at 10:51 AM
Installing Online Support - Chrome (Windows)
The following instructions will walk you through installing the third party application Team Viewer which allows iCOS LIVE support to view and control your ...
Wed, 28 Nov, 2018 at 11:15 AM
Installing Online Support - Firefox (Windows)
The following instructions will walk you through installing the third party application Team Viewer which allows iCOS LIVE support to view and control your ...
Wed, 28 Nov, 2018 at 11:19 AM
Creating a Client
Select -- NEW COMPANY -- from the Company drop down Enter the name of your client Select Client from the Type drop down Optionally Enter their mai...
Thu, 29 Nov, 2018 at 9:33 AM
Updating a Client
Select a client from the Company drop down Modify existing data or add new details Click the Save button to apply your changes Booking Memo...
Thu, 29 Nov, 2018 at 9:34 AM
Setting default client booking addresses
When bookings are made for a client their address fields are normally empty and must be entered or selected by a user. In some cases it is faster or prefer...
Thu, 29 Nov, 2018 at 9:35 AM
Clearing default booking addresses
Zoom: Select a company from the company dropdown on the Companies Menu Click the Places tab at the top of the Companies Menu Click the Clear button next ...
Thu, 29 Nov, 2018 at 9:36 AM
Creating a FAF Group
Ensure -- NEW COMPANY -- is selected from the Company drop down Enter a name for your new FAF Group Select FAF Group from the type drop down Enter the ...
Thu, 29 Nov, 2018 at 9:36 AM
Updating a FAF Group
Select a FAF Group from the Company drop down Update the Fuel Adjustment Factor in the Fuel % drop down by typing in a new value Click the Save button t...
Thu, 29 Nov, 2018 at 9:37 AM
Assigning a FAF Group
Select a client or subcontractor from the Company drop down Select a FAF Group from the Fuel % drop down Click the Save button to apply your changes
Thu, 29 Nov, 2018 at 9:38 AM