Work Detail

If the order is a Bill Out order, there will be a Work Detail tab in place of the Repair Est. tab.  This tab serves the same purpose as the Repair Est. tab, but executes differently. One main difference is the prices are not displayed on the Work Detail tab, while...

View Menu

The View menu allows the technician to do more than the Work Order tabs alone. View -> Linked Site This allows the technician to pull up a linked site.  These sites were specified during the FieldDesk setup.  The sites could include the company website, vendor...

Timestamps

This tab shows a list of the time stamps that have been created by the technician. It shows the time the work order was received, started, and any status updates.  

The FieldOPS and FieldDesk Relationship

Since FieldDesk is an add-on program for FieldOPS, it depends on the information in FieldOPS to provide the technician with the most accurate data in the field.  FieldDesk also returns information to FieldOPS to cut down on manual data entry.  Some places this is...

Repair Estimate

The Repair Est. tab in FieldDesk is where the technician can add parts, labor, and other miscellaneous items to the work order.  With certain customizations activated, the Repair Est. tab is replaced with the Work Detail tab (section to follow). By default, the Add...

Problem

The Problem tab lists the problem as reported on FieldDesk.  The technician can change the problem listed if it was reported incorrectly by using the Change button.  Any changes made on this tab will update the problem in FieldOPS.The technician can also add notes to...

Payments

On the Payment tab, the technician can record the payment method and amount.  If a discount was not applied earlier, the technician can record a coupon on the Payment tab.  When the work order is submitted, the payment will be recorded as a receipt and journal...

Parts Used

The Parts Used tab is used only for Flat Rate work, and only in certain circumstances.  This tab will not be visible if Flat Rate is disabled.If parts have been listed on the Repair Estimate or Work Detail tab, the technician should not enter the parts on the Parts...

On-Order

This tab is initially populated with any parts that have been ordered specifically for the work order.  The technician can update this list by pressing the “Options” button to refresh.  Service forms can use this list to show the customer all the parts that were...

How to Navigate

FieldDesk opens in an 800×600 window to fit most tablet PC screens.  The screen size can be adjusted, and scroll bars will appear when the FieldDesk window is smaller than the information displayed.The file menu is at the top left part of the screen, much like...