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What are partners?

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Partners are a group of partner engineers or partner dispatchers that assist regular dispatch groups or engineers in fulfilling service (eg. sub-contractors).

With enabled partner accounts, you can assign tickets to your partner engineers/partner dispatchers in an easy manner.

Partner engineers or partner dispatchers are usually a part of partner companies, they, therefore, need a partner company configured under
Fieldcode admin panel -> Access -> Partners.

After that, you can assign users to the partner company under Access -> Users -> and check the user as a partner inside the Contact tab.

Partner users are created in the same way as regular users. You have to go to the Fieldcode admin panel -> Access -> Users and create the user as usual.
While creating the partner user you just check the checkbox “Is the user an External Partner?” in addition. Select the partner company afterwards.

Yes, that’s possible. Select the user inside Fieldcode Admin Panel -> Users and check the checkbox “Is the user an external partner?”.
Select the partner company afterwards.

Partners are a group of partner engineers or partner dispatchers that assist regular dispatch groups or engineers
in fulfilling their service (eg. sub-contractors).

  • Partners are able to use and utilize the Fieldcode software.
  • Partners have specific view rights inside Fieldcode that ensure privacy: 
    A partner can be part of a dispatch group, but a partner itself will only see his tickets (not the tickets of the whole group!).
  • Partners are always a part of a customer account (roof company).
  • Partners can be assigned from the Ticket Pool and Ticket Details.
  • Partner engineers can be identified in the Timeline by their names written in: italic typography.
  • A partner has to belong to a specific partner company that needs to be configured inside the Fieldcode Admin Panel
  • Partners are not able to use the Optimizer.
  • Partner users can only view partner engineers of a Dispatch group in the Timeline.
  • Unassigning a partner results in tickets being moved back to the Ticket Pool.

1. Create a partner company

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  1. Go to the Fieldcode admin panel.
  2. Go to Access -> Partners
  3. Click on the Plus button.
  4. Insert the name of the partner company in the Name field.
  5. Insert the location of your partner company (described below).
  6. Click Save.

How to auto-search for a location

  1. In the search field enter an address as you would do in any other map application.
  2. The manual fields will fill in automatically if the system recognizes them.
  3. Click Save.

How to search for a location manually

  1. Insert the address of the partner company in the address field.
  2. Insert the ZIP of the partner company in the ZIP field.
  3. Insert the city of the partner company in the city field.
  4. (Optional) Insert the state/province/region of the partner company.
  5. Select the country from the drop-down, where the partner company is located.

2. (Optional) Assign partner dispatchers

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  1. Go to the Fieldcode admin panel.
  2. Go to Access -> Users
  3. Click on the user in the list that you want to mark as a partner dispatcher. If you have not created users for partner dispatching yet, you have to create a user first.
  4. In the Contact tab check the “Is the user an External Partner?” checkbox.
  5. Select a partner company from the dropdown.
  6. Click Save.

3. (Optional) Assign partner engineers

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  1. Go to the Fieldcode admin panel.
  2. Go to Access -> Users
  3. Click on the user in the list that you want to mark as a partner engineer. If you have not created users for partner engineering yet, you have to create a user first.
  4. In the Contact tab check the “Is the user an engineer?” checkbox.
  5. In the Contact tab check the “Is the user an External Partner?” checkbox.
  6. Select a partner company from the dropdown.
  7. Click Save.

4. How to assign tickets to partners

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Dispatchers have two options to assign a partner engineer inside the Fieldcode work place.

Option 1 – Via Ticket Pool:

  1. Right-click on a ticket in the Ticket Pool.
  2. Click on Assign partner in the context menu.
  3. Select the partner company from the dropdown list.
  4. Click Save.

Option 2 – Via Ticket Details:

  1. Click on the interaction button Assign partner (handshake button) in the Ticket Details.
  2. Select the partner company from the dropdown list.
  3. Click Save.
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