How to Navigate

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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...

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...

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...