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FieldInsight Feature Release Notes - Jan 2018

Posted by admin on 15/01/18 07:28

 

 

We respond to our customers and are continually improving our software for existing customers.

Here’s brief description of the latest features:

  1. Technicians can now accept & schedule Unscheduled jobs
  2. Follow Up’ feature now supports ‘Time delta’ in Hours.
  3. Customer Owner’ field is now displayed in ‘Follow Up’ report
  4. Auto-Refresh has been enabled for Main Menu-> Follow Up page.
  5. Project feature has been introduced 
1) Technicians can now accept & schedule Unscheduled jobs
  • Go to Settings-> Misc-> Mobile App-> and select 'Allow worker to accept jobs' check-box is selected'.
  • An ‘Unscheduled jobs’ link appears in field-worker app. main menu.
  • When the link is tapped it takes you to Unscheduled jobs list page.
  • Use the 'Change filter’ link to search required job.

 
changefilter.png
 
  • Open the job and tap ‘Accept job’ button.
  • Enter Date, Start & End time and then
  • tap ‘Accept’ button to schedule and assign the job.

Changestatus.png

 

Acceptstatus.png


2) ‘Follow Up’ feature now supports ‘Time delta’ in Hours.
 
Timeliness criteria can be added under Settings-> Misc. Give a Name, choose Colour and specify Time Delta for criteria; ie
  • 2 hours to go for job-> Time Delta= 2,  
  • Late by 2 hours-> Time Delta= -2.
followupreportsetting.png 
 

3) ‘Customer Owner’ field is now displayed in ‘Follow Up’ report

Only where the ‘Show customer owner field’ check-box is selected in Settings-> Misc.

customerowner.png

 

followupreportsearch.png

 

4) Auto-Refresh has been enabled for Main Menu-> Follow Up page.

 

5) Project feature has been introduced 

  • It can be enabled through Settings-> Misc->‘Show project management’ check-box.    
  • Main Menu-> Accounts-> Projects page lists the projects, and allows you to search existing & add new projects.
 projectfeature.png

 

You can link a job to an existing project or create a new project through ‘Job details’ page. As you start typing part of project name in the drop-down list box, the system displays matching project names.

  • Click ‘+new’ link  to create a new project to which the job gets associated.
 createnewproject.png
 
 
 
Best Regards,
 
Natasha

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