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

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...

FCOS Tags FranchiCzar OS has a built-in feature to add hashtags, or tags for short, to any record (e.g. Leads and Customers). Using tags allows you to quickly search for records corresponding to any tag you added. This comes in handy when you have hundreds or even thousands of records to sift through to highlight information like birthdays (#junebir...

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).   ...

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 ...

My  Leads  & Leads  Selecting My Leads and/or Leads offers a view of all “Leads” that are entered into FCOS by a user and/or assigned to a specific user (My Leads) or all Leads corresponding to a Franchisor.    Navigating My  Leads  & Leads Page  Search Bar Franchisor/Source selection (drop-down menu) Status selection (filter menu) “#” Tag F...

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 ...

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. ...

Get to Know "a lead or customer is created" Trigger When creating a new Workflow setting up your "Trigger" is essential to ensuring that your Workflow runs as intended.  The a lead or customer is created Trigger not only looks for leads entered into FranchiCzar OS but also new Franchisees, Facilities, and Customers (i.e. nodes) entered directly into...

Get to Know "a lead or customer is modified" Trigger When creating a new Workflow setting up your "Trigger" is essential to ensuring that your Workflow runs as intended.  The a lead or customer is modified Trigger not only looks for changes (or modifications) made to leads or nodes (i.e. Franchisor/Franchisee/Facilities) entered into FranchiCzar OS ...

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.     ...

Approve or Reject Items Franchisors are able to set up an approval process for items their Franchisees create. This setting is toggled on/off within the POS Settings. If this setting is toggled on you (Franchisors) may also configure any number of reasons for the denial of the item, also within the POS Settings.  Within this article, we are walking ...

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.     ...

What are W orkflows ? Generally, workflows are a set of triggers and actions that occur when an event takes place. Workflows happen around us every day whether we recognize them or not. The confirmation code sent to your phone, the spam filter in your inbox, your phone connecting to Wi-Fi automatically – all of these occur because a workflow was set...

Adding Dashboard Widgets This video covers the process of customizing your FCOS Dashboard by adding Widgets.  Continuous Feature Updates Our team works hard to make sure you have all the tools you need. This includes creating new widgets to match new features. You can also submit a “Feature Request” via the FCOS Ticketing system to be voted on by ou...

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...

Managing Franchisor Created Items  In this video, we cover the process of Managing Items for Franchisees that your Franchisor created. ...

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...

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...

Get to Know "an email is opened" Trigger When creating a new Workflow setting up your "Trigger" is essential to ensuring that your Workflow runs as intended.  The an email is opened  Trigger looks for emails sent via FranchiCzar OS to customers that have been opened. The Trigger can be further configured through the "Add a condition" feature.  Let's...

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

Managing Your POS Items  In this video, we cover the process of how a Franchisee Managing Items they created.  Continue Your Knowledge… To see more on Point of Sale processes refer to the "Related Articles" (below).   ...

 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...

Taxes Taxes are one of the only constants in life and business. FranchiCzar OS makes setting up taxes for your Point of Sale straightforward by providing a module dedicated specifically to this task. Adding Taxes Franchisees add new "Taxes" through the Point of Sale menu within FCOS. Expand the Point of Sale menu and click on the Taxes option below....

Get to Know "a purchase order is paid" 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 paid Trigger looks for successfully completed customer transactions or invoices that are paid. The Trigger can be further configured through the "Add a condition"...

Sales Statuses The FranchiCzar OS "Settings" menu contains a number of options for you to customize your experience. Sales Statuses is a customization tool to set up additional statuses to classify where your Alliances, Franchisees, Facilities, and Customers are in the business workflow.  Who Sees What… I am going through this process as a Franchiso...

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...

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...

Get to Know the, "Update a field" 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 Update a field Action is configurable to set any incoming customers/leads to a specified status upon the event of the triggering event.  Let's break down the elements ...

Get to Know "an activity is added" Trigger When creating a new Workflow setting up your "Trigger" is essential to ensuring that your Workflow runs as intended.  The an activity is added Trigger looks for any activities including, Notes  Emails  Calls Text messages  File change log Events And/or, log external activity  These correspond to the list of...

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...

Point of Sale Transactions Point of Sale transactions is the bread and butter of most businesses. FranchiCzar OS' built-in POS system allows you to streamline your sales process, from creating and managing items to the sale of those items.  Let's go through the process of completing a POS transaction.  'Point of Sale' Page Expanding the "Point of Sa...

Get to Know the, "Send a text message" 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 a text message Action is configurable to send a customized/templated text upon the event of the triggering event.  Let's break down the elements and configur...

Get to Know "a lead is created" Trigger When creating a new Workflow setting up your "Trigger" is essential to ensuring that your Workflow runs as intended.  The a lead is created Trigger looks for leads entered into FranchiCzar OS. "Lead" types differ depending on the parent node (i.e. Franchisor/Franchisee/Facilities). Let's break this down.  What...

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)...

Get to Know "a customer has a re-inquiry" Trigger When creating a new Workflow setting up your "Trigger" is essential to ensuring that your Workflow runs as intended.  The a customer has a re-inquiry Trigger looks for leads (Customer leads) that have re-inquired about services via an endpoint. This can be someone filling out a form from a front-faci...

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...

Get to Know "a ticket is created" Trigger When creating a new Workflow setting up your "Trigger" is essential to ensuring that your Workflow runs as intended.  The a ticket is created Trigger looks for any Tickets added in FranchiCzar OS. This is far more general of a trigger than the "a ticket detail is created" or "a ticket is modified" triggers. ...

Get to Know "a note is added" Trigger When creating a new Workflow setting up your "Trigger" is essential to ensuring that your Workflow runs as intended.  The a note is added Trigger looks for notes added to nodes or leads (i.e. Franchisor/Franchisee/Facilities) entered into FranchiCzar OS. The Trigger can be further configured through the "Add a c...

Get to Know the, "Assign to a user" 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 Assign to a user Action is configurable to assign a user(s) corresponding to the trigger's details (e.g. Customer/Lead) within FranchiCzar OS. Round-Robin Assignment...

New Custom List Selecting New Custom List under the left-hand column Franchisees provides a pop-up window to select custom filters corresponding to the Leads and/or Franchisees 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!   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! 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...

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. ...

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...

Using Workflow Actions Creating an "Automation Workflow" as a Franchisor you are able to select the Franchisor, Franchisee, or Facility as your Workflow company. The "Workflow company" indicates which node will be utilizing the Automation.  This also affects where the workflow will appear. Franchisors creating a workflow can do so for themselves (Wo...

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...

Sending Emails In the top-center of the “General Information” page is the quick action bar.   Click the Email icon , to create a new email. Where is the General Information Page? General Information pages are accessed by clicking on an individual lead or an active Facility or Customer.   Composing an Email From the email pane, edit/select all the fi...

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...

Creating an Email Template This video breaks down the process of "Creating an Email Template" within FranchiCzar OS (FCOS). Who can create Templates? Email templates can be created by both Franchisor & Franchisee users.    Links Creating a New Lead Workflow Creating a Customer Transaction Workflow  ...

Custom Node Names The FranchiCzar OS "Settings" menu contains several options for users to customize their FCOS experience. Custom Node Names offers the customization of your node' names from their out-of-the-box state to those of your choosing.  Available to Franchisors "Custom Node Names" is a Franchisor setting and can not be configured by Franch...

Up/Down Voting Tickets This video provides a brief overview of FCOS' "Public Tickets" and utilizing the Voting feature.   Info To see more on the Tickets module refer to the "Related Articles" (below).   ...

New Custom List Selecting New Custom List provides a pop-up window to select custom filters corresponding to your Facilities and allows you to create a customized view by providing specific facility information (columns) 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 ...

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...

Workflows Having a template is great, but do you have the resources or time to send the email to each lead manually? Email templates become powerful when you tell FCOS Automations what to do with them. Workflows are exactly this: a series of performed actions when a certain event (known as a trigger) occurs, and conditions are met.  You can find Wor...

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 ...

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...

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 ...

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...

Get to Know the Facility "Reparenting" Tool Reparenting (found within the FCOS "Settings" menu), is a powerful tool for Franchisor users used to reparent Facilities to another Franchisee. This process takes all the Customer and Lead information from one facility and reassigns them to a new Franchisee of your choosing.      This is a FranchiCzar Proc...

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

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...

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 ...

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! 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...

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...

Merging Records  From time to time, it is possible for a lead to have multiple record entries in FranchiCzar OS. This can happen due to a number of reasons including, an inquiry form (from a website) being submitted multiple times or simply entering record information with slight variations. Whatever the reason, FCOS provides the ability to merge th...

Announcements The FranchiCzar OS "Settings" menu contains a number of options for users to customize their FCOS experience. Announcements offer Franchisors a way to schedule notifications to other FCOS users, like their Franchisees or Facility users.  This is a Franchisor Feature The Announcements feature/setting is made to be utilized by Franchisor...

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

What are Settings? By this time, you are probably used to the ability to customize software to your preferences. These settings are there to make each user's experience unique to their needs. FranchiCzar OS Settings are designed to make your experience, with FCOS, customizable to your needs.  Why Should I use Setting? As a business owner, we know th...

Creating a Workflow This video breaks down the process of Creating a Workflow for new "Franchisee Leads" within FranchiCzar OS (FCOS).     Info To see more on the Automations module and Workflows refer to the "Related Articles" (below) or search for "workflows".     ...

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...

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.   ...

What is Point of Sale? Point of Sale systems is a fixture of all our monetary transactions. Using a self-checkout, handing items/money to a cashier, and buying things online are just a few examples of everyday uses and interactions with a POS. Within FranchiCzar OS, Point of Sale gives Franchisors, Franchisees, and Facilities the ability to Create, ...

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...

Image Parameters Image Parameters are used by Franchisors to define the various sizes of images used within the Point of Sale. For instance, you may want to have an icon for all your items but would like a larger image for some specific items. This setting allows you to name (e.g. Icon, Medium, Large, etc.) each type of image and correspond it to a ...

What are Alliances? Building relationships with other businesses that work to benefit both parties, is a part of growing most brands. Being able to track the progress of those relationships helps in this process by knowing where everyone stands and who might need a little more contact. This are how business Alliances are built.    Within FranchiCzar...

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). ...

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 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...

Franchisees  Module Selecting Franchisees  offers a view of all “Franchisees” that are entered into FCOS with any status.   Navigating  Franchisees  Page Search Bar Franchisee selection (drop-down menu) “#” Tag Filter Bar Add Filters (pop-up) Select Visible Columns Create/Save/Share – View w/Applied Filters Export View (.csv file)   - Export “All Co...

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...

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). ...

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

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...

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 ...

What are Timelines? As you work toward any number of your business goals, it is pivotal that everyone involved is on the same page. Creating and tracking specific milestones is likely already a part of your business process for project/program kickoffs, financial planning, and/or goal tracking, to name a few.  The FranchiCzar OS has a tool to handle...

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...

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...

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...

Creating Non-Subscribable Items In this video, we are covering the process of Creating Items for Franchisees. For a Franchisee to have the ability to Create an item, a Franchisor user will have to enable this via the POS Permission Settings.   Info To see more on Point of Sale processes refer to the "Related Articles" (below). ...

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...

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 provides you the functionality to create and manage all your items in one place but, you can also filter your items with precision.  F...

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...

Get to Know the, "Add a tag" 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 Add a tag Action is configurable to add a selected or custom "tag" (#) to a specified profile (i.e. Customer/Lead) within FranchiCzar OS. Let's break down the elements and...

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...

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

Forms Forms is a new feature within FranchiCzar OS that allows you to build out custom input fields that you need to gather information from customers, vendors, or anyone you interact with via the FCOS platform.     Navigating to Forms FranchiCzar OS Forms are available via the vertical menu (left-side) within the FCOS platform. Creating a new Form ...

Alliances Module  Selecting Alliances offers a view of all “Alliances” that are entered into FCOS with an “Active” status.   Navigating Alliances Page Search Bar Franchisor/Franchisee selection (drop-down menu) “#” Tag Filter Bar Add Filters (pop-up) Select Visible Columns Create/Save/Share – View w/Applied Filters Export View (.csv file)   - Export...

Get to Know the, "Add a note" 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 Add a note Action is configurable to add customized/templated notes to a specified profile (i.e. Customer/Lead) within FranchiCzar OS.  Let's break down the elements and c...

Item Rejections Franchisors that turn on the Franchisees can create their own items? "Permission Setting", will also need to configure potential reasons these items might be rejected. Adding Item Rejection configurations is a straightforward process from the Franchisor POS Settings. You can add a few or as many rejection items to cover any potential...

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,...

Managing Outdated Leads   In the lifecycle of lead generation and management, the need might arise when you sort out older or irrelevant leads. Although the FCOS system does not allow for the complete removal (aka deletion) of leads, from the system, there are ways to sort your inactive or closed leads.   Let's go through some of your options.     C...

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). ...

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 ...

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. ...

Get to Know "a ticket is modified" Trigger When creating a new Workflow setting up your "Trigger" is essential to ensuring that your Workflow runs as intended.  The a ticket is modified Trigger looks for any "modifications" or changes a ticket in FranchiCzar OS. This includes previously created tickets that may have content added/changed later. The ...

Creating Subscription Items In this video, we cover the process of Creating a Subscription Item for Franchisees. For a Franchisee to have the ability to Create an item, the Franchisor will have to enable this via their POS Permission Settings . Continue Your Knowledge… To see more on Point of Sale processes refer to the "Related Articles" (below).  ...

Making a Call In the top-center of a Customer or Lead's “General Information” page is the quick actions bar.    Click the Phone icon, to initiate a new phone call. Where is the General Information Page? General Information pages are accessed by clicking on an individual lead or an active Facility or Customer.   Calling Options Clicking on the Phone ...

What are Facilities? "Facilities" is the default naming convention, within FranchiCzar OS, for your business storefronts. We say "default" because Franchisors are able to rename this module to match their brand. For instance, if you use the term "Stores" for your locations, this can be renamed from "Facilities" to "Stores".    Why Should I use Facil...

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 ...

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...

Using Workflow Triggers Creating an "Automation Workflow" as a Franchisor you are able to select the Franchisor, Franchisee, or Facility as your Workflow company. The "Workflow company" indicates which node will be utilizing the Automation.  This also affects where the workflow will appear. Franchisors creating a workflow can do so for themselves (W...

Get to Know the, "Send an email" 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 an email Action is configurable to send a customized/templated email upon the event of the triggering event.  Let's break down the elements and configuration neede...

Creating Subscription Items 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 "Crea...

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). ...

Changing a  Lead 's Status You know how to enter a Lead in FCOS but might still be asking, how do I change that status of a Lead for an Alliance, Franchisee, and/or Customer to "Active" or any other status? Good news! You are able to do this directly from the Lead's (or "My Leads" for Franchisees) "General Information" page.   Opening a  Lead  for S...

Nodes When addressing the lead, we want to use their name to make it personalized. But how do we know what to call them in the email? That is where node and user fields come into play. A node is a record containing information within FCOS. A node can represent a lead or customer and all pertinent information will be contained within that node or rec...

Custom Fields The FranchiCzar OS "Settings" menu contains a number of options for users to customize their FCOS experience. Custom Fields empower FCOS users to set up additional fields used to gather and input detailed information on your Alliances, Franchisees, Facilities, and Customers.    Franchisor vs. Franchisee Custom Fields I am going through...

What is Customers? First, we know that you are aware of "who" your customers are but, the Customers module, within FranchiCzar OS, helps you manage all your current and potential ("Leads") customers. This module allows you to keep a finger on the pulse of your business.  Why Should I use Customers? Manage your customers' entry into the system as a l...

Point of Sale Settings When you select POS Settings (left-hand vertical menu under "Settings"), you see the “POS Settings” landing page. This is where you (Franchisors) apply your “Permission Settings” pertaining to products sold by Franchisees. Additionally, you will see a number of "Configuration Settings" pertaining to the POS (outlined in the se...

Customer Transactions Handling purchases is the bread and butter of your business. Your POS system manages transactions and transaction history but setting up an Automation to send your customer a digital receipt inspires confidence and peace of mind.  This document covers how to create a Workflow to send an email after a purchase is completed. Step...

What are Widgets? Generally, widgets are a way to access information from applications without having to open that application. You most likely use or benefit from widgets every day. Most of the apps on your phone have widget counterparts, like your calendar or weather applications. When you can see an appointment on your calendar or the weather wit...

The New  Lead Using Automations to set up a workflow for handling new leads provides an immediate engagement with customers and/or potential franchisees.    Here we cover the process for a Franchisee receiving a new lead, via their website, and sending reminders to staff to follow-up with a lead. Here is a breakdown of what we want to accomplish wit...

Who are  Franchisees ? Franchisees have licensed the right to operate as a representative of a franchise from a franchisor. Franchisees and Leads for potential franchisees are sought out by franchisors to grow their brand after conducting market research and ensuring the potential franchisee meets certain criteria.    FranchiCzar OS features the Fra...

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...

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...

Sending Text Messages In the top-center of the “General Information” page is the quick actions bar.    Click the Text Message icon , to initiate text messaging with your contact.   Where is the General Information Page? General Information pages are accessed by clicking on an individual lead or an active Customer or any other FCOS record type.    Te...

Email Settings Just as the name of this configuration suggests, you use Email Settings to create a custom footer to display at the bottom of your customer's Purchase Order email. This will be a general invoice footer so you are only able to configure one footer but, (as we will review here) you can easily change your footer at any time.  Navigating ...

Lead Ownership A lead's ownership, within FranchiCzar OS, defaults to the Facility (or location) that entered or received the lead. There may be situations for Franchisees, that own more than one location when a lead's owner needs to be transferred to an alternate location. This may come about if that lead moves or if the alternate location's schedu...

Create Item (Non-Subscribable) 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 Franchisees' to create a basic Non-Subscription item in this article.  There are two types of...

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...

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 ...

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). ...

Item Categories We know that you need the freedom to categorize your items in a way that fits your company's needs. Utilizing the Item Categories customization tool within FranchiCzar OS  gives you the power to organize your POS items, your way.  Navigating to Item Categories Expand the "Settings" menu (left-hand vertical menu) and select POS Settin...

What is ‘Quick Action’ Messaging? Your ability to communicate directly and efficiently with business partners and customers is pivotal to the continued success of your brand. Long gone are the times of punching in phone numbers and keeping track of contacts via spreadsheets. FranchiCzar OS features an integrated quick actions bar with the functional...

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...

Using Workflow Conditions When building out your automated Workflows there are two primary components, the Trigger  and any Actions that are to take place in the event. In this article, we are breaking down the Conditions used to further define your Trigger.  Conditions Triggers can be further defined with "Conditions", or criteria that the trigger ...

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...

Get to Know "a ticket detail is created" Trigger When creating a new Workflow setting up your "Trigger" is essential to ensuring that your Workflow runs as intended.  The a ticket detail is created Trigger looks for any "Details" added to a ticket created in FranchiCzar OS. This includes previously created tickets that may have content added to the ...

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 ...