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FieldInsight Feature Release Notes - Dec 2017

Posted by admin on 28/12/17 19:39

Here’s brief description of the latest Scheduleflow features:

 

1. Actual timesheet entry for field technician/unit
 
You  can now do this as scheduler/admin in office through Job details page-> Hours & Products tab.  Thereby giving more flexibility to timesheet feature.
 
Select
  • Technician/Unit  &  Service code from drop-down list,
  • Enter Start & End date & time of work to complete a timesheet record entry.
  • Click ‘Add timesheet’ button to add more timesheet items.

Timesheet Entry.png

 
 

2. Invoice/Quote template and messaging

You can now choose template type for Invoice, Quote, Report while configuring auto-triggered Email message through Settings-> Email & SMS-> Triggered Email.  The structure of Invoice/Quote/Report attached to Email would be as per template selected for respective statement.

EmailTemplateSelection.png

 
3. Project Work completion (Projects)
 
Percentage of work completed for different steps of a Project can now be registered under Job details-> Project steps
 
ProjectPercentageComplete.png
 
 
Best Regards,
 
Natasha

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