We are thrilled to bring you two important feature additions to the FieldEZ Mobile Application:

1. Call Details Page (revamped)
2. Map-based Scheduler (new)

 

1. New Call Details Page (BETA)  

       

TO ACCESS THE NEW CALL DETAILS PAGE:

Go to the existing call details page (from the call list page).  A link will be available at the top of the call details page – on click it will take you to the new Call Details (BETA) page.

 

The Call Details (named as Visit Details / Ticket Details / Job Details, etc. based on the account configuration) is now available in an easy-to-read and intuitive layout with sections highlighting the status of the job, among other details.

1.1        Call Summary Section

The top section of the Call Details page provides a summary of the Call / Ticket. These are depicted as four boxes:

• Red Box : Customer Details (Company Name, Customer Name, Address, Contact No.)
• Blue Box : Assignment Details (Assigned To, Current Status, Last Update Time)
• Green Box : Schedule Details (Start and End Time, Schedule History, Option to Reschedule)
• Purple Box : Invoice / Quote Details (Invoice / Quote Number, Amount and Status) *

* Quotes / Invoice will be shown only if the information is updated for the particular call. Also note that only the latest quote / invoice will be shown.

Below the box, you will see the Problem Description section, elaborating the call.

1.2        Customer and Call Level Information

The two boxes below the Problem Description lists the complete customer and call level details. One can click on the Edit icon to edit the respective details.

1.3        Status Update

The Status Update section has an intuitive horizontal time-chart that lists each of the steps along with all status-level fields. Users can navigate between the steps by clicking on round button.  Use the left and right grey arrows at the corners to scroll across the timeline.

There are two buttons in the Status Update section:

1. Click on the Update Status button to update from the current status.
2. Click on the Attachment icon within the status level field section (if available, on the right corner), to go to view the attachments.
3. Click on the Edit icon within the status level field section to edit the fields for the particular status.

 

1.4        Associated Calls

The Associated Calls section will show all child calls / tickets linked to the current Call. The user can view details of the child call by clicking the respective call box.

 

1.5        Line Items

The line item section lists all parts or products associated with the call, along with related attributes and fields

1.6        Attachment

All Call-level as well as Status-level attachments can be viewed in this section. If available, a thumbnail preview of the file will also be shown.

 

2. Map-Based Scheduler (BETA)

 

TO ACCESS THE NEW MAP SCHEDULER:

Click on the Schedule Tab on the top header bar, and select the DAY MAP VIEW – Beta option.

You can also access the Map Scheduler directly from the existing Day scheduler using the toggle button.

 

The map scheduler provides users the ability to view, schedule and assign calls / jobs using a powerful yet easy-to-use map GUI.

 

2.1        View the users on the maps

The initial view of the map will show the users’ location based on the last known location (captured from the mobile).

Please note that there might be circumstances where the user’s location is not available (say, the person is offline, or the location has not been captured from the mobile). This list of users is available in the bottom right corner of the screen.

The icon color of the user shows whether the person is currently busy on a call (red icon) or free (blue icon).

A yellow translucent circle floats over the map and centres to the user / job that is currently selected. This is set at a default of 20km (12mi), but can be configured. Please get in touch with FieldEZ support to customize the distance.

The other sections are similar to that of the existing daily scheduler, with the list of unscheduled ticket on the right side vertical column, a reduced version of the user’s status (just above the map – only the selected user’s schedule will be visible), and options like toggle between the map and daily scheduler in the header section.

2.2        How to schedule using the map scheduler

a) Select and view the unassigned ticket details:

The right hand side lists the unassigned tickets / jobs, for the particular work location and workflow. There are two button available against each ticket: the ‘i’ icon provide the advanced call details while the ‘map pointer’ icon shows the ticket on the map.

 

b) Click the ticket to view on the map:

As in the case of the existing daily scheduler, one can click on the unassigned tickets on the right hand side to view the advanced details of the ticket / job. On click, the map centres to the ticket location and highlights the nearby users.

 

c) View details of the users around the ticket

By clicking on the users, the dispatch manager can view the basic details of the employee including name and contact number. The selected field user’s schedule for the day is also shown just above the map.

Note: If you would like to view and assign and ticket to a field user who is not shown on the map, simple click on the “User not on Map” drop-list (bottom-right corner) and select the field user.

 

d) Drag and drop the ticket to be assigned to the respective selected user:

Simple drag and drop the ticket from right section into the selected field user’ schedule – dropping it at the time when you want to schedule. You will prompted to enter the exact start and end time; once this is saved the ticket has been assigned, and will disappear from the right box (unassigned ticket list)

1. New Finance Module

 

The brand new finance module incorporates the recently launched Invoice features along with two new sections:

• Quotes (Estimates)
• Finance Dashboard

1.1        Quotes

The new Quotes section helps users raise an estimate or quote without the need to create a Job or a Call. Jobs get automatically created as and when the quotes get converted to a ‘win’ stage. All information captured in the quote including the customer contact information and line items are automatically copied to the respective ticket during conversion – avoiding the need to re-enter the data to the call.

Quote Listing Page

The quote listing page is similar to the invoice listing section with ability to search across customer, ticket number, quote number or status. One-touch action buttons are available directly from the Quote List page including change of status, conversion to pdf, and email to customer.

Adding a New Quote

To add a new quote just click on the Add Quote button in the Quote Listing page. The new Quote creation page is similar to the Add Invoice page. Users would need to initially select the workflow, as well as select the customers from the search bar to save the quote.

Users can also rate the quotes with help of a 5-star rating option available next to the Due Date field.

 

1.2        Finance Dashboard

The Finance Dashboard provides a bird’s eye view of the organization’s financial status. With graphical and historical analysis of quotes, invoices and payments, users can quickly check up on the financial health of the operations. The Invoice and Quote Lists provides one-touch access to all open invoices / quotes directly from the Dashboard page.

2. Import Customers to FieldEZ

 

Users can now bulk upload customers to FieldEZ directly from the Customer Listing page of the web application. Simply click on the Upload Customers button (bottom left corner of the page):

Next, download the template file by clicking on the respective button.

 

Now update this template document (save in the .csv format) and upload back in the same page to complete the upload process.

1. Crew Scheduling

This new feature allows dispatchers and users to divide a single ticket / job into multiple smaller tickets or sub-tickets. These sub-tickets can be assigned and scheduled to individual field users, thus making it possible to create and track a single ticket assigned to a crew or team.

By creating a master ticket and linking sub-tickets, users can view, modify and assign specific jobs of a single project to different people in the team. This makes crew and project management simpler and more efficient.

 

IMPORTANT:  To enable crew scheduling, please contact support at +91-80-4536-7777  (India)/ +1 844-343-FIELDEZ (US/ rest of the world) or support@fieldez.com

 

How to create a Master ticket?

Create the ticket as you would normally do so from the main Ticket / Call tab.

How to create associated tickets or sub-tickets?

Click on the parent ticket to view the details. Under the details page, select the ‘Actions; Menu (right-hand side) and click on ‘Crew Scheduling’

 

Where can I see the sub-tasks?

The sub-tasks can be viewed in the ‘Associated Tickets’ tab of the master ticket detail page.

To view on the scheduler, click on the Actions menu (right-hand side) in the ticket details page and select ‘Crew Scheduling’. The scheduler can be viewed in Day, Week or Month format. The scheduler also color-codes the tickets as per the current status of each job.

To check more details of sub-tasks in the scheduler, double-click on the job in the chart. A pop-up screen will show the basic details of the job, while the advanced details can be viewed by selecting the job code number (top left corner of the pop-up screen).

The sub-tasks are also shown in the weekly and daily scheduler along with the color.

 

How do I add crew members and modify the scheduled jobs?

The crew scheduling chart can be used to modify the date / time of the scheduled jobs. Click on the add crew scheduling button on the top right corner to add a new crew member to the job. Please note that the job is automatically created during the addition of the crew member itself. The jobs can also be re-assigned directly from this chart by a simple drag-and-drop.

2.     Actions Menu

A menu option called ‘Actions’ is provided in the right hand side of the ticket details page. This Menu is a quick and easily accessible list of major action steps for a ticket. These include:

• Update the Ticket or Job
• Add Line Item for the Job
• Add Crew Members, Create and Schedule Sub-tickets
• Create Invoice for the Job
• Print Job Details

 

Other Updates and Feature Additions

3. Start Date, End Date in Create Call

Previously, users were asked to provide the Start Date and the Duration of the call. This made it difficult to provide an exact end date and time for a particular job.

With the new release, we have made the option to provide start date and end date instead of duration. As default the end date-time will be one hour ahead of the start time.

4. Multi day schedule

Users can now schedule tickets that run for multiple days. The date-time fields are enhanced to make it easy to schedule and track.

5. Attendance Overview

A new graphical attendance chart is available under the ‘Attendance’ menu. This provides a simple view of the total time clocked-in by the field users, as well as the distance travelled. This can filtered for current week or current month for easy view.

Colors are used to depict the status of each user’s clock-in / clock-out details:

• Yellow : Only Clocked-in or Clocked-out (forgot to clock attendance once in a day)
• Green : Clocked-in and Clocked-out (correctly clocked the attendance)
• Red : Not Clocked-in and Clocked-out (absent / forgot to clock)