FieldTecs Configuration
To configure the FieldTecs application you need to sign in with the provided administrator account.
The Settings menu will provide access to the Administration section where all the configurations can be performed.
Using the tabs across the top of the page, configure the various objects in the following order:
- Categories
- Categories are used to classify the various job types. Use the "New" button to add the job categories. You can always add more at a later stage but you need at least one to complete the system configuration. Examples of categories are 'Installation', 'Inspection', and 'Repair'.
- Categories are used to classify the various job types. Use the "New" button to add the job categories. You can always add more at a later stage but you need at least one to complete the system configuration. Examples of categories are 'Installation', 'Inspection', and 'Repair'.
- Groups
- Your field technicians must be assigned to groups. Jobs can be assigned to individual technicians or to their groups. Use the "New" button to create the technician groups. You need at least one to complete the initial configuration. More can be added at a later stage.
- Your field technicians must be assigned to groups. Jobs can be assigned to individual technicians or to their groups. Use the "New" button to create the technician groups. You need at least one to complete the initial configuration. More can be added at a later stage.
- Users
- The Users section will display the existing administrator user. Use the "New" button to create additional users. It is important that the correct User Type is selected as this will dictate the user access and functionality. The user types are:
- Technician: Jobs are assigned to Technicians. Technicians can update job reports and view assigned jobs.
- Group Scheduler: Create jobs and assign jobs to the technicians in their group. You only need to use this user type if you have a need to restrict job access to a specific group.
- Manager: Create and access jobs. Assign to any group or technician.
- Admin: Full access. Job creation, access to all jobs, system configuration, and user administration.
- A typical setup would have very few Admins (maybe 1 or 2), some Managers and Group Schedulers that will be responsible for creating and assigning jobs, and then Technicians.
- The Users section will display the existing administrator user. Use the "New" button to create additional users. It is important that the correct User Type is selected as this will dictate the user access and functionality. The user types are:
- Custom Fields:
- Custom Fields are displayed on job forms. There are Four types of fields that can be added:
- Multi-Text Field
- Text Field
- True or False Field
- Number Field
- Custom Fields are displayed on job forms. There are Four types of fields that can be added:
- Customers
- Customers represent the companies you service.
- Customers will be linked to the jobs you create.
- Locations
- Locations are linked to customers and contain the contact and address information for that location.
- Locations will be associated with the jobs you create.
- Inventory Types
- Inventory types group inventory items and should be created first as they will be available for selection when adding items.
- Inventory
- Add inventory items and select the associated inventory type.
- Additional information like Serial Number and Description can be included.
FieldTecs is now configured and you can start creating and assigning jobs to Technicians.