History

The History tab shows a history of recent work orders with any notes from FieldOPS.  This tab is not editable.The “Notes” section will show notes from past work orders.  These notes come from the Repair Estimate or Work Detail tabs and are labeled as...

Helper Tickets

Oftentimes, an assignment will require more than one technician at a work site. In the past, this posed a problem for FieldDesk, since you could only assign a FieldDesk work order to one technician at a time. Now, with the new Helper Tickets feature, you can assign an...

Forms

Forms are used to maintain consistency between a paper system and electronic system.  They can be customized so that a technician will only have to enter information once, and it will appear on the form he used to fill out manually.To add a form, on the “form” tab,...

FieldDesk Administrator

When FieldDesk is used with other field service management software, the FieldDesk Administrator program is used to provide additional functionality in processing FieldDesk work orders. It is used primarily for the office to view the field copy of work orders...

Equipment

The Equipment tab lists the equipment in use at the customer’s location.  These fields are editable: the technician can add or change equipment listings, and FieldOPS will update the customer equipment information once the work order is submitted.This tab has an...

Customer

The Customer tab will import customer information from FieldOPS which is not editable in FieldDesk.The Customer tab allows the technician to look at a map of the customer’s location.  The map provider (Google, Bing, or Mapquest) is specified in FieldDesk settings, and...

Contacts

The Contacts tab lists the customer’s contact information.  These fields are editable, and they update the contact information in the client file in FieldOPS once the work order has been submitted. ← Available Customizations Customer...

Available Customizations

While FieldDesk can be implemented with the default settings, FieldDesk can also be customized to fit the way your company does business.Some available customizations are:PDF Forms: Technicians can preview a form as a pdf before printing or submitting the work...

Attachments

This tab is initially populated with any attachments existing in the Work Order file in FieldOPS.  Currently, the Attachments tab only supports Work Order attachments.  These attachments appear on the Attachments tab with the label No under the Downloaded header.  The...

Assignments

FieldDesk opens to the Assignments tab which lists the work orders currently checked out to the technician. The assignments list shows the scheduled date for service, work order priority, customer name and address, work order number, the customer area, the work order...