New Custom List Selecting New Custom List under the left-hand menu under “Customers” provides a pop-up window to select custom filters corresponding to the Leads and/or Customers you would like to view. Customizing Your List(s) From the “New Custom List” pop-up window you can to create a custom view that is best for you and what information you woul...

What's New in FranchiCzar OS! Happy New Year! As always, we started the year by ensuring that we address your needs and continue providing enhancements and fixes to FCOS.    Enhancements and fixes to search functionality throughout the OS  Enhancements to pulling Location Details into a forward-facing website  Enhancement to display contextual infor...

What's New in FranchiCzar OS! FranchiCzar is excited to announce the integration of the help.FCOS widget into the FCOS platform.   help. FCOS Widget  You can now access materials to assist with your everyday FCOS task or learn more about something you may not be familiar with. Simply click on the widget to display materials relevant to what you are ...

What is a General Information Page? We all have, keep, and manage various lists (both digital and physical) that contain information. Our phone and email contacts are a couple of the most common examples of these lists. So, how does this relate to FranchiCzar OS?  For every entry within FCOS there is a General Information page containing not only th...

Facilities Module In this video, we show you around the Facilities module and review all of this page's features.  ...

What are Forms ? Due to their various uses in the business world, you are most likely very familiar with the place and use of forms. We use forms for everything from None Disclosure Agreements (NDA) to business contracts and even surveys. Having the right forms is important but the ability to build your own is invaluable.   Why Should I use Forms? W...

 The quick answer is the Franchisee.  But, why does the franchisee create and set taxes for the items sold at their facilities/locations? Simply put, this is due to the variation of taxes from one state and municipality to the next as well as the franchisee being liable for filing accurate taxes, at both the federal and state/province levels.  Refre...

If you are looking for a "Custom List" that you may have seen or used in the past and can not see it now, this likely means that the person who created the list may have modified its permissions.  Please contact the original person who created this list to gain access. If this person is not available, please submit a “Systems Issues” ticket and we w...

What's New in FranchiCzar OS! October 2022's major release included several updates and bug fixes. Here is the complete list followed by a breakdown of any new features:  New Feature! Timelines and Checklists  Updates to POS to include the option to create items to be sold to a Facility rather than a Customer Update to payment processor transaction ...

The 'Files' Module This training covers the basic functionality of the "Files" module and shows you how this feature can work for you....

If you suddenly stop seeing an influx of leads but you are still getting notifications that they are coming in, this is most likely a simple fix.  From your "Customer Leads for…" page, click on the filter in the top center of the page. Here you will see a number of checkboxes used to filter your view. Select the Deselect All option. This should clea...

Get to Know "a web request is received" Trigger When creating a new Workflow setting up your "Trigger" is essential to ensuring that your Workflow runs as intended.  The a web request is received trigger looks for and generates a GET/POST webhook endpoint. You may also Add a condition(s) to further define what triggers this workflow. Technical Skill...

Public Tickets In this video, we review using the Tickets module and how Public Ticket voting works.  Continue your knowledge… To see more on the “Tickets” module and other FCOS features, please refer to the "Related Articles" (below).   ...

Favorites Tab With the FranchiCzar OS Point of Sale Favorites tab you can add specific facilities. Once a favorite is added, the POS is brought up with a single click from your favorites tab, streamlining your process of completing sales.   Continuous Enhancement… Currently, the Point of Sale Favorites tab and the bookmarking feature can be utilized...

Files Module The Files module is available to all users but only Franchisors are able to Create a New File Repository and configure the details for how and who can view a “repository”. All other user types (Franchisee and Facility users) may upload files to repositories and directly into profile entries, like customer profiles.  This is a Franchisor...

What's New in FranchiCzar OS! This major release for November includes several updates and fixes to the OS:    Fix to Note and Email modal locking to the top of the screen, which is now dynamic  Fixes to the “Search” feature throughout the OS not returning a full list of brands Fixes to the Automation feature “Blueprints” to allow copy functionality...

Adding & Managing Tax Items In this video we are covering the process of Creating New Tax Items. This is a task unique to Franchisee users.    Info To see more on Point of Sale processes refer to the "Related Articles" (below). ...

Timeline & Checklist Actors Configuring an actor(s), or who is responsible for a task's completion, is required for every task type (General, Approval, File Upload). Your list of Task types and the available associated Actors are as follows:  Task Type Actors General the node - the node/company where the timeline or checklist is active the node ...

Manage Items Having a comprehensive list of your franchise's items, goods, products, and/or services makes tracking what your facilities sell and what your customers buy a lifeline to success. FranchiCzar OS makes offers you not only the functionality to manage all your item in one place but you can also filter items with precision.  This article co...

Sequential Timelines  Depending on your needs Timelines offers two options that affect how you prefer on handling the tasks added to a Milestone, Parallel and Sequential.  In this article, we are covering how to create a “Sequential” Timeline. Tasks added to a Sequential timeline, once activated, run specifically in the order displayed (from top to ...

Customers Module  Leads   Selecting Leads offers a view of all “Leads” entered into FCOS by a user corresponding to a Franchisee and/or Facility.  Navigating  Leads  Page  Search Bar Franchisee/ Source  selection (drop-down menu) Status selection (filter menu) “#” Tag Filter Bar Add Filters (pop-up) Select Visible Columns Import Leads Create/Save/Sh...

Custom Invoice Footer This video provides a brief overview of FCOS' Email Settings within the "POS Settings" menu options and setting up a custom footer for your invoices. Info To see more on the Point of Sale module refer to the "Related Articles" (below). ...

This Fixes Most Issues As advanced as our software is there are the occasional issues that arise. Have a problem with modules loading? Can't get a file to update? Is a new lead or update to a profile not showing up? Try this quick fix before you submit a ticket.    It's (most likely) Your Browser If you have not heard it before, the first thing a su...

Goal Calculator Using the Goal Calculator, built into FranchiCzar OS, allows you to input your goals based on a "Goal Date" using your current averages. The tool will then provide you with a number of potential key performance indicators (KPIs) and solid percentages to meet your business projections. Just remember this is only a projection tool and ...

Customers Module In this video, we introduce the Customers module and navigate through this page's features.  ...

Changing a Lead's Sales Status  In this video, we cover the process of changing a Lead's "Sales Status".  ...

What's New in FranchiCzar OS! FranchiCzar OS has some updates with its most recent release. Addition of Franchisee “Custom Node Names”  Franchisee , Custom Node Names  Franchisors now have the ability to customize the naming convention for their Franchisees via Custom Node Names.  Learn More About This Feature  For more on how to utilize this new fe...

What's New in FranchiCzar OS! Some minor updates to FCOS in the 2nd release this month.  Fix spacing and tax value for FCOS invoices Fix missing triggers in the dropdown for Create/Edit Workflows screen  Invoice Spacing Updates This release included a minor update to the alignment and spacing within invoices. Learn More About the POS For more on how...

YES! You are able to cancel invoices that have been sent out to a customer and remain unpaid. This feature remains available to you right up to an invoice's expiration date.  To perform a cancelation, simply navigate to the Invoices management page, found by expanding the Point of Sale menu. You will find a Cancel button in the last column (ACTIONS)...

Transactions Have you ever bought something and needed to return it? Or, wanted to know when and when you bought something and for how much? Well, we also expect that your customers might have the same expectations. FranchiCzar OS keeps an easily findable log of all your customers' transactions along with the functionality to pull up specific Detail...

Financial Reports Overview The Financial Reports Overview report is a snapshot annual view of monthly EBITDA totals. This snapshot report provides Franchisors visibility into each Facility associated to their brand.  Clicking on Financial Reports Overview from the "Reports" menu (left-side) launches the report.     Financial Reports Overview Columns...

Get to Know “a purchase order is expiring” Trigger When creating a new Workflow setting up your "Trigger" is essential to ensuring that your Workflow runs as intended.  The a purchase order is expiring Trigger looks for purchase orders (aka Invoices) sent out and have not been paid. Set this trigger to monitor aging purchase orders sent out either 1...

Knowledge Bases are used to organize, store, and make complex information available. This works like an encyclopedia paired with a search engine (like Google) to assist in learning more about a range of topics. This site, help.FCOS.com, is a repository of information filled with guides meant to assist FranchiCzar OS (FCOS) users in learning about al...

Sending Forms Once you have created a form(s), you are ready to start sending them to whoever needs to fill them out. Let's get into how you send a form. Your Forms' Landing Page  The Forms landing page displays all the forms you have created or shared with you. We are going to focus on one part of this page, the “ACTIONS” column. Within this column...

Ticket Macros If you are responsible for responding to tickets, within FranchiCzar OS, creating a template for your responses may come in handy. This can assist you by saving some valuable time and providing consistency.  Navigating to Ticket Macros The ability to create a macro (or template) for ticket responses is available to both Franchisor and ...

In Part 2… This is "Part 2" of a two-part series to guide you through the process of both creating an email template and, in this video, applying that template within a Workflow. Need a refresher? Go back and refresh your knowledge on what we covered in Part 1 , of this two-part series.     ...

Customer Payment Methods Once a customer has purchased a subscription, their recurring payment details are stored in their profile. This allows for payments to happen with little to no effort to either you or the customer but there are some instances when a payment method will need to be updated.  A customer may want to switch payment to a new card ...

What are Templating Fields?  Templating fields are used throughout FranchiCzar OS to pull information into your various templates. These fields range from "Node" and "User" information (e.g. your name and contact information) and correspond to things like "Activities" and "Tickets" information.  Why Should I use Templating Fields? Using the built-in...

Create Item (Subscription) Selling your franchise's items, goods, products, and/or services to your customers is the substance that makes your business yours. FCOS makes this process straightforward so, you can get down to business. We are covering how to create a basic Subscription item in this article.  There are two types of items you can "Create...

Browser Permissions If you are having issues placing phone calls via the communications bar you may need to "allow" specific site permissions.   Setting Browser Permissions  The following process is completed using the Google Chrome browser.  Info Google Chrome is the recommended browser to operate FranchiCzar OS.  Step 1: Setting Menu Expand the Ch...

Tickets First, let's have a quick recap of FCOS Tickets.  Having a ticket or issue tracking system is just as important to us as it is to you. The ability to track bugs or isolated incidents that (you) the users of FranchiCzar OS allows the FCOS team's response to be expedient and direct. We respond directly to the ticket's (you) submitter and are a...

Email Templates When you select Email Templates, from the "Settings Menu" you are sent to a page with a list of available templates. Navigating Email Templates The list shows some details about the template: Name: What the template is called Type: Who you can use the template for Created by: Who the creator of the template is Last Modified: Date in ...

My Tasks So, what is My Tasks?  My Tasks, is a feature connected to the Timelines and Checklists modules used to complete the tasks assigned to you. This means that if are directly assigned or an assigned representative for a list of everything associated with a Timeline or Checklist process will show here. To further streamline this process, you ar...

For assistance with almost anything use the Help tab. This tab is a direct link to all the resources found within the help.FCOS.com knowledge repository, all without leaving FCOS.    ...

If you are able to view but not make edits to a Custom List it means that you were not the FCOS user to create this list.  If you require access please contact your administrator. If the person who created this list is not available please submit a “Systems Issues” ticket and we will attempt to assist you. ...

Public Tickets Having a ticket or issue tracking system is just as important to us as it is to you. The ability to track bugs or isolated incidents that (you) the users of FranchiCzar OS allows the FCOS team's response to be expedient and direct. We respond directly to the ticket submitter and are able to pull in resources to respond to your needs. ...

What are Tickets? When you have a question, need, or issue you want addressed a ticketing system is your direct line to getting the help you need. For the software support team, a ticketing system allows them to track issues and respond with expedience and directly to the submitter of the initial ticket.  Why Should I use Tickets? The FranchiCzar OS...

Parallel Timelines  Depending on your needs Timelines offers two options that affect how you prefer on handling the tasks added to a Milestone, Parallel and Sequential.  In this article, we are covering how to create a Parallel Timeline. Tasks added to a Parallel timeline can be activated/completed in any order, with the exception of “Automation” ta...

Your FCOS Profile In this video, we run through both how to access and customize your FCOS "Profile".  ...

Manage Items Having a comprehensive list of your franchise's items, goods, products, and/or services makes tracking what your facilities sell and what your customers buy a lifeline to success. FranchiCzar OS not only offers you the functionality to manage all your item in one place but also the functionality to filter items with precision.  Manage I...

Reusing a Checklist Once you build out a timeline with your milestones and checklists, wouldn't it be helpful to be able to reuse the task structure you worked so hard to build? Well, this is possible and FranchiCzar OS is working to save you time.  Let's have a quick recap of how to “Create a Timeline” and “Add a New Milestone” so we can get into r...

Starting a Timeline After building out a magnificent and well-crafted timeline, you will want to apply it to its intended node (i.e. Franchisee, Facility, Customer, etc.).  Where to Start… Depending on your choice of company/node type (i.e. “Timeline can be assigned to this type of company”), when initially building out the timeline, this is where w...

Download P&L Reports Overview The Profit & Loss reports provide a month by month breakdown of your business's revenue and expenses. Having this overview that spans a period of time allows you to keep tabs on where and when your most profitable times and monitor your business' activity.   Clicking on Download P&L Reports  from the "Report...

In Part 1... In this video, we review the process of creating an email template within FranchiCzar OS. This is Part 1 or a two-part series. What's next? When you are ready, continue on to Part 2 , of this two-part series.     ...

Get to Know the, "Create a new ticket " Action  When creating a new Workflow you must set up a "Trigger" but you can also set up an Action(s) to occur when the triggering event happens. The Create a new ticket  Action is configurable to generate a new ticket within the FranchiCzar OS system upon the event of the specified trigger. Let's break down t...

If you are using an Email Template within your (s) and need to make changes to a specific template, you must apply any changes directly to the template.  Once you apply any changes and save the template, those changes are reflected wherever that template is in use. ...

Creating Custom Fields In this video, we cover the process of setting up new Custom Fields and Custom Field Groups via your FCOS Settings.    Info To see more on Custom Fields and other FCOS Setting refer to the "Related Articles" (below). ...

Invoice Management Knowing what is paid and what needs to be paid is key to keeping on top of your business's financial success. FranchiCzar OS offers a way to quickly and intuitively view and manage all of your invoices.  Invoice Management Feature Expand the Point of Sale menu and click on Invoices to see everything you have out there.  Navigating...

What are Reports? Having a quick and reliable way to view data corresponding to your business' activities is important. Reporting gives us a way to view, share, and act on business data collected and compiled into the platforms we use to do business. The FranchiCzar OS "Reports" module provides the information you need when you need it.    In short,...

End to End Report The End to End report provides a quick way to view your facilities' activities within a selected date range ("Today", "Yesterday", "This Week", etc.) or plug in your own "Custom" range. Using the two built-in modes, you have the power to choose between seeing all activities (calls, emails, texts, tours, etc.) or "lead" specific act...

Created, Followed, & Assigned Tickets  The "Public" and "Private Tickets" options provide a cumulative overview of those ticket types but, you can also quickly view tickets related just to you.  In this article, we review the Tickets You Created, You Follow, and Assigned to You options and how you might use them.  Tickets You Created The first o...

Getting Started Your FranchiCzar OS Profile page provides all the basic (but necessary) fields that you need to identify yourself to other users and leads.  Navigate to the bottom of the (left-hand) vertical menu, here you see an avatar silhouette. Click on the silhouette to display the two profile options, "Profile" and "Logout". Click on Profile t...

What's New in FranchiCzar OS!   NEW Feature! Easy access Point of Sale Favorites tab  Enhancement to log receipts sent for archiving purposes  POS Favorites Tab New to FCOS this month is the Point of Sale Favorites tab. This tab is located on the far right of your window and can be dragged to any location along the right side. Currently, the POS Fav...

What's New in FranchiCzar OS! The main functions of this release are updates to the website for map views Feature up to Maps, showing "enrolling now", "coming soon", and "open" as banners in locations cards Mobile FCOS application, handling for the next mobile releases for members and emails sending out to bring them into the app once added by payin...

Financial Reports The Financial Reports report is a comprehensive annual view of revenue and payouts broken down into monthly columns. Having transparency into your finances gives you the power to be in the know where it counts.  Clicking on Financial Reports from the "Reports" menu (left-side) launches the report.   Info The image of the menu above...

The quick answer to this is NO, any FCOS user with Franchisee level access and above (i.e. Franchisor and Broker/Czar) can create custom Sales Statuses.  Your Sales Statuses can be found by expanding the Settings menu and clicking on the Sales Statues option. The rest of the options from this menu WILL differ depending on your access.   ...

Creating new Sales Statuses This video covers the process of setting up additional Sales Statuses via your FCOS' Settings.   Info To see more on Sales Statuses or other FCOS Setting refer to the "Related Articles" (below). ...

FCOS Announcements This video covers the process of creating and sending out Announcements via your FCOS' Settings found within the "POS Settings" menu.   Info To see more on FCOS Announcements or other Settings refer to the "Related Articles" (below). ...

Archiving your POS items is an option available to Franchisor users. Choosing to archive an item means that it will no longer appear or be available to you as a Franchisor or any associated Franchisees or Facilities, so be very sure when you choose to archive.  There is a confirmation pop-up (image below) after clicking the Archive action button so ...

Creating a New Lead This video breaks down the process of creating a Customer "Lead" within FranchiCzar OS (FCOS). We cover the process for this module/node due to its accessibility to all access levels (Franchisors, Franchisees, & Facilities). Continue your knowledge… To see more on Leads please refer to the "Related Articles" (below) or perfor...

Get to Know the, "Send FCOS notification" Action   When creating a new Workflow you must set up a "Trigger" but you can also set up an Action(s) to occur when the triggering event happens. The Send FCOS Notification Action is configurable to send customized/templated notifications to a specified person/people within FranchiCzar OS. Let's break down ...