Fieldcode Manual
Tip: You can use filters for better results
-
Latest News
-
Quick Start
-
Work Place
-
-
- How to schedule tickets
- How to search for tickets
- How to query tickets
- How to filter for tickets
- How to use the Ticket Clipboard tab
- How to grab/ungrab tickets
- How to link & unlink components together
- How to download ticket data as a excel sheet
- How to copy filters/queries for colleagues
- How to email filters/queries to colleagues
- How to assign/unassign tickets to/from partners
- How to manage parts
- How to show tickets on Map
- How to open tickets in a new tab
- How to use container tickets
-
-
- How to use the Optimizer
- How to schedule tickets
- How to publish/unpublish tickets
- How to lock/unlock tickets
- How to lock/unlock engineers
- How to manually reschedule PUDOs
- How to show tickets on Map
- How to manage availabilities
- How to manage subgroups
- How to display an additional time zone
- How to move tickets back to the Ticket Pool
-
-
-
- How to manage parts
- How to assign/unassign tickets to/from partners
- How to use the Interaction buttons
- How to use the Workflow buttons
- How to use communications
- How to schedule tickets
- How to edit ticket details
- How to cancel a ticket
- How to use the Remove Pending button
- How to report a ticket
- How to create intervention infos
- How to create intervention reports
- How to cancel an appointment
- How to clone tickets
- How to edit private notes
- How to add & remove skills
-
Admin Panel
-
- How to connect with ServiceNow
- How to create test tickets
- What are aliases?
- What does workflow mean?
- What are appearances in context of workflows?
- What are buttons in context of workflows?
- What are automations in context of workflows?
- What are guides in context of workflows?
- What are actions in context of workflows?
-
- What is the Process menu?
- What does workflow mean?
- What are appearances in context of workflows?
- What are buttons in context of workflows?
- What are automations in context of workflows?
- What are guides in context of workflows?
- What are actions in context of workflows?
- How to create & edit projects
- How to create & edit custom forms
- How to create & edit lists
- How to customize the Customer Portal
- How to create & edit automated actions
- How to create & edit conditions
- How to create & edit indications
- How to set up email templates
- How to create & edit ticket durations
- How to create & edit custom fields
- How to create & edit value sets
- How to create & edit SLA Profiles
- How to repair tickets with Ticket Workflow Monitoring
-
Fieldcode FMA app
-
- Fieldcode FMA app
- How to download the Fieldcode FMA app
- How to login
- How to configure multiple accounts
- How to enable/disable notifications
- How to change the theme
- How to log work times
- How to synchronize tickets
- How to navigate to appointments
- How to log drive times & drive breaks
- How to inform dispatchers
- How to view archived appointments
-
-
Customer Portal
Last updated:
What is the typical engineer/technician routine?
Copy the URL link to this section to share
When you resolve tickets on the field you usually will follow some kind of routine.
We would like to briefly introduce you to a quick routine of how we think you should proceed inside the Fieldcode FMA app.
- Usually, the first thing before you start your working day is to open the Fieldcode FMA app.
- You see your tickets for the day at a glance in Home.
- You decide on a ticket to work on, usually, the tickets are already sorted for your day.
- You tap on the ticket to check the details of the job.
- You may ask yourself if you need spare parts for the day, that you need to pick up first.
- (Optional) – In this case, you would first drive to the location to pick up the parts needed for the job.
- You will start the job by first driving to the location, tapping DRIVE inside a ticket to start your work, and letting end-users and dispatchers know that you are on your way.
- (Optional) – You can select if you want to use the navigation. Usually, you should, as Google Maps or Apple Maps is a good partner for your jobs.
- (Optional) – Depending on your workflow you are supposed to call your end-user and announce to him that you are arriving.
Simply use the Call button in this case, where the number of your end-user should appear. - You will reach your location, you may want to tap the I reached the location button.
- (Optional) – You might also want to take a break sometimes to stop the tracking simply tap the Pause button in this case.
- You are at the location, you tap Start.
- You fix the actual problem in the service field.
- You tap Finish after finishing your job on the field.
- When prompted if you want to finish the appointment, you may tap Yes.
- You report your ticket, so everybody else knows you did a great job.
- Your ticket is finished! Everybody should be happy at this point: The customer, the dispatcher, and hopefully also your company with your well-done job.
- (Additionally) – You return your used parts to be a sustainable, efficient, and kind person.
Login to the Fieldcode FMA app
Home Screen -> Driving to customer
Ticket Details -> Working on the ticket -> Report
Finishing the ticket
Was this topic helpful?
5 out of 5 stars
1 rating
5 Stars | 100% | |
4 Stars | 0% | |
3 Stars | 0% | |
2 Stars | 0% | |
1 Stars | 0% |
5
Navigation