How to create an Estimate
Click on “Estimates”, under “Finances”, in the left hand menu of FireHawkCRM (alternatively you can visit the Estimates list within...
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Purchase Orders/Booking In Stock
Create the Purchase Order Hover on “Stock” in the main left hand menu of FireHawk Funerals and click on the... -
How to reauthenticate Xero integration
Click on your team name in the top left of CRM to open Team Settings. Navigate to the “Integrations” tab... -
How to integrate with Xero
Click on your team name in the top left of CRM to open Team Settings. Navigate to the “Integrations” tab... -
Client file icons explained
Within a client file there are several quick access icons within the top header ribbon. These streamline access to invoices,... -
FireHawk Messages
FireHawk Messages is an electronic signing book for use at your funeral services. A generated QR code displayed at the... -
How to add a payment to an invoice
Navigate to the client file in CRM. Select “Finances” in the top menu and then ‘Invoices”. Select the Invoice for... -
Client has sent an email but I cannot see it in the email list within the client?
The emails list can be found in the the left-hand menu of CRM under “Communications” and then “Emails”. This list... -
Why is tagging my suppliers and stock important?
Tagging stock and suppliers filters field options within CRM. To ensure that your supplier or stock item appears in a... -
How does the Exports Table work?
Firehawk Funerals CRM intends to build a library of form resources. Depending on the country and state location (if applicable)... -
Why you need a unique email address to sign in to FireHawk Funerals CRM.
Firehawk Funerals CRM now has notifications being sent when certain actions occur. ie; when an email is received, when a document... -
How do I create an Event that is NOT a Funeral Service related event? ie Staff Meeting
An event that is outside normal Funeral Service events can be created two ways. Firstly via the left hand main...
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