Features
Set Up Custom Fields for Consistent Job Management
Set up custom fields to standardise job management in your practice.
Watch this trailer to learn how to set up and apply Job Custom Fields in FYI and achieve #maximumefficiency for your team.
Note: An FYI Admin, or a user in a User Group that has Permissions enabled for Edit Custom Fields can create and maintain Custom Fields in FYI.
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, New Collaborate, Automation, Elite, Tasks