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Getting Started with FBM

Start here to understand how FBM is structured, what each major area is responsible for, and how a new team member should approach the platform.

FBM Help Center
Help Home Getting Started Customers Products Projects Quotes Invoices Payments Reports Portal Support Accounting AP
First Step

Understand the platform as one connected workflow

FBM is not designed as a collection of disconnected screens. It is structured as one operating flow where customer records, products, projects, quotes, invoices, payments, reports, and support activities connect to each other. The fastest way to learn the platform is to understand that structure first, then move module by module.

Recommended Order
  • Start with Customers
  • Then review Products and Projects
  • Continue with Quotes and Invoices
  • Finish with Payments, Reports, and finance-related areas
Core Structure

How to think about FBM

Before learning individual screens, understand the operational logic behind the platform.

1. Customer-Centered

The customer record is the anchor

In most day-to-day workflows, the customer record is where activity starts or where the full history becomes visible. This is why customer organization matters early.

2. Workflow-Driven

Operational flow matters more than isolated data

FBM is built around movement of work: customer → quote → project → invoice → payment → reporting. Learn the sequence, not only the forms.

3. Visibility-Oriented

Reporting and follow-up are part of the system

Reporting, statements, reminders, portal actions, support, and finance views are not side tools. They complete the operational loop.

Learning Path

Recommended learning order for a new user

Use this order to onboard yourself or a team member without jumping randomly between modules.

Operational learning path

  1. Getting Started
  2. Customers
  3. Products
  4. Projects
  5. Quotes
  6. Invoices
  7. Payments
  8. Reports

Extended areas after the core flow

Once the main operational path is clear, continue with customer portal behavior, support workflow, accounting visibility, and AP workflow. These areas become much easier to understand after the core flow is already clear.

  • Portal
  • Support
  • Accounting
  • AP