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Company rules, people and connections — and how the workspace looks for you.
MPMorgan Paron AllenProfile, sign-in & alerts

Needs attention

QuickBooks can’t post an invoiceCustomer not found: Fox Village3 people sign in without two-factorMelanie, Kaylee, Michael3 services have no qualified vendorHVAC — Service · Permitting · Landscaping / SnowACT migration · 4 of 9 steps doneNext: Review duplicatesOffice line porting · ETA Sep 12(262) 695-1111 rings the Ops queue until Spectrum releases it

Worked out from your data — each one clears itself once it’s fixed.

Company

General & brandingPlan & billingPartnerImport & exportRecycle binMigration from ACTAudit log

People

Users10Roles & permissionsTeams & territoriesNotifications

Sales

Stages & statusesServices & trades15Categories & fieldsNumbering23246Call outcomesProposal templatesWork-order template

Money

Rates & markups17Tax rules15Commission plans2PaymentsOff

Communication

Email & SMS templatesEmail & domainmail.teamfsg.comPhone & SMSFollow-up programsAutomations

Integrations

Connected appsNeeds attentionAPI, webhooks & MCP

You

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Signed in as Morgan Paron Allen · Operations Admin
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Needs attention

Worked out from your data — each one clears itself once it’s fixed.

QuickBooks can’t post an invoiceCustomer not found: Fox VillageResolve3 people sign in without two-factorMelanie, Kaylee, MichaelReview3 services have no qualified vendorHVAC — Service · Permitting · Landscaping / SnowReviewACT migration · 4 of 9 steps doneNext: Review duplicatesContinueOffice line porting · ETA Sep 12(262) 695-1111 rings the Ops queue until Spectrum releases itView

Recent changes

Settings edits from the audit trail, newest first

Audit log
MPMorgan set the project counter above Quote Master’s highest numberNumbering · 3d agoWLWendee reviewed Wisconsin tax rules (v3)Tax rules · 8d agoMPMorgan approved the ACT field mappingMigration from ACT · 8d agoSystem 10DLC brand and campaign approved by carriersPhone & SMS · 2w agoWLWendee connected QuickBooks OnlineConnected apps · 3w ago
FSG Edit
Facility Services Group
Fix It. Build It. Roof It. Improve It.
N27 W23960 Paul Rd, Pewaukee, WI 53072
(262) 695-1111 · office@teamfsg.com
Mon–Fri 7:30am–5:00pm · Chicago
Design partner plan$298.60 so far
MP
Morgan Paron Allen
Operations Admin · morgan@teamfsg.com
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