FieldEZ Version 4.7.7 Released


We have revamped numerous pages as part of 4.7.7 release, with refreshing UI enhancements, quick action buttons and additional functionalities. These include:

  • Updated UI:
    • Call Listing Page
    • User Listing Page
  • New Feature: Holiday Calendar
  • Recurring Jobs – minor enhancements

1. New Call Listing Page

We have completely revamped the Call Listing Page (alternatively named as Ticket List / Visit List page, etc.) with a clean user interface.

Call Listing Page

New Table Features:

  • The first two columns of the update call listing table are now fixed, while the remaining fields can be viewed on horizontal scroll.
  • To view the preview a call or a customer, just click on the respective This will open a pop-up showing the summary of all important fields. One can also click on “More Details” to take to the respective Call Details or Customer Details page.

Call Listing Page -1

  • Three new action button are now available against each call entry:
    • 15:  schedule / reschedule the call
    • 16: Go to the invoice details page for the call
    • 17: Update the call status
  • Additional feature are now possible on the sort and pin of the columns. This can be accessed by clicking on icon for the respective column. On click, one can:
    • 19: Sort ascending
    • 20: Sort descending
    • 21: Hide column
    • 22: Pin the column to the left
    • 23: Pin the column to the right

Note: To reset the view, simple refresh the page.

2. User Listing Page

The update user list page now has features to search based on the user role. One can also search for a user directly from the search tab.

User List

3. Holiday Calendar


Click on the Settings icon on the top-right of the main header and navigate to Advanced Settings > Manage Holidays.

To create or edit a new holiday, simply click on the date in question. Enter the required details in the pop-up, including the regions for which you want to be mapped.

Note: To set up the regions for your team, please contact FieldEZ Support.

The Holiday Calendar is a brand new feature where one can configure organization holidays for the users, and hence can be very useful while scheduling tickets and jobs. The calendars can be configured at a regional level so that distinct holiday lists are created for users working in different geographies.

With this new feature, one can define the holidays for the organization and regions. These will further reflect in the scheduler pages, as shown below. Note that one can still assign and schedule tickets to a any user and day, even on a holiday / leave. This gives the dispatcher the flexibility to assign, say, a priority ticket.

Holiday Calendar

4. Leave and Holidays shown in the scheduler page

Another nifty feature launched in this release is the ability to view the holidays and leave for a particular user, on the scheduler page. The dispatcher will thus be able to make an informed choice on the assignment of a particular ticket or job based on the availability of the user for the particular day.

A holiday is represented on the Day or Week view scheduler with an off-white 24 shade in the particular cell. The holiday name will also be mentioned in the cell.

Both pending as well as approved leave is shown in the scheduler, either as a shaded cell (for day scheduler or as a shaded triangle icon on the top right corner of a particular cell (week scheduler)

Pending Leave  :  11  (week scheduler)     13  (day scheduler)

Approved Leave :  12  (week scheduler)    14  (day scheduler)


5. Enhancements to Recurring jobs feature

We have added a few more recurring job frequency options – users can now create recurring jobs at a quarterly and annual interval. This is apart from the existing recurring job frequencies: daily, weekly and monthly.

The quarterly and annual options would be useful for applications where periodic and annual maintenance jobs need to be configured, or say where there any periodic long-term visits that need to be scheduled.

FieldEZ Version 4.7.6 Released


We have introduced a couple of enhancements to the current application as part of this latest release:

  • Recurring tickets in Beat plan
  • Age and Skills view on the Scheduler page
  • New information included in the field staff summary section (Timesheet page)

1. Recurring Beat plan

This latest feature addition to the existing Beat plan module allows you to create recurring schedules of the beat (a beat is simply a group of tickets).

The function is available in the Assign Field Executive section during the beat plan creation.

Recurring Beat Plan -1


On click of recurring call, radio button, one will be asked the recurring call details as shown below:

Recurring Beat Plan -2

2.  Scheduler – New Design Updates

We have added a new parameter called “Job Age” in the daily, weekly and map scheduler pages. The age is calculated from the Call / Job creation time, and is shown in hours in the top right section of the page (shown below):


There is also an option to sort the jobs based on their age. Click on the 6 icon (next to the search bar on the right section of the Scheduler page) to toggle between ascending and descending sort.

Another addition to the scheduler page is the new skill list of the selected field staff. Just hover on the name of the field staff as shown in the image above (top right section)

3. Field Staff Location Summary – Timesheet


On the Timesheet tab in the header, click the Attendance option. You will see the list of users with color-coded boxes to depict the attendance status. Click on the box to view the location summary for the selected field user and date.

Locate Field Staff - Timesheet

We have added more information on the location summary map for the individual field users. This will give a concise view of the tasks and job attended through the day, as well as location and distance traveled.


The map view shows various information including:

  • 1 – User Punch-in  / Clock-in
  • 2 – Created Call / Job
  • 3 – User Punch-out / Clock-out
  • 4 – Updated Call / Job
  • 5 – General Location Geo-stamp


The location is captured on a periodic interval with a default setting being at 15 minutes. This can be modified in under the Advanced Settings > Manage Preferences section.

FieldEZ Version 4.7.4 Released


We have launched brand new features in the FieldEZ application in this latest release:

  • Alerts & Notification in header
  • Assets Module
  • Recurring Schedule (new interface)
  • Beat Plan / Route planning for multiple jobs


1.   Alerts & Notifications in the main header



The Alerts tab visibility is enabled through the Roles defined for the organization. To enable, login as Admin and click on the settings icon Icon 1  on the top right corner. Select ‘Manage Roles’ and click on the role where you would like the alerts switched on. Tick the ‘Show Alert’ box and click ‘Submit’.



The alerts & notification tab can be enabled based on the role defined in your organization. As default, this tab is switched off in existing organizations. To enable, click on the settings button, and select Manage Roles. Click on the particular role name and tick the Show Alert option.

We have added a new ‘bell’ icon Icon 2 on the main header (top right corner). Click on the icon to view the list of the alerts.

alerts and notifications


The Alerts & Notifications tab sits on the main header and hence, is visible from any page in the application. As the name suggests, any pre-configured alert as well as major ticket milestones will be highlighted in the alerts tab.

On click of the icon, the alert list will be shown as a drop-down on the page. This list is split into three types:

  1. New Tickets created
    • These alerts are automatically generated on create of a new ticket
  2. Status update alerts
    • These can be enabled from the Process Library page from the Advanced Settings tab in the Settings section. Please check with our support team for any help in configuring this feature.
  3. Custom alerts defined through the SLA page
    • The alerts are generated as per the SLAs defined using the SLA module. This can be accessed form the advanced settings page under ‘Manage SLA’. Please refer to the 4.7.3 release note for more information on how to use the SLA feature.

One can click on the alert to view the details of the particular ticket / job.

Click on close to pull up the alert window.

alerts and notifications -2

Note: The alert will remain in the respective list until it is manually deleted using the delete icon. The delete icon, hence works similar to a read acknowledgement function. One can clear all new alerts using the ‘Clear All’ link found at the bottom of each alert list.


2. Assets Module



Go to Settings and select Advanced Settings. Next Click on Manage Preference, and change Asset field to ‘Yes’



The Assets page is available under the Products tab in the main header

asset module

The Assets tab is a brand new addition to the FieldEZ products section. An asset is basically an instance of a product. In other words, an asset is unique (say with the unique Product id / SKU No., etc.) but can have fields and attributes similar to other assets belonging to the same product or product category.

Eg: In FieldEZ, a product category may be Mobiles, while a product in this case can be Apple iPhone 6s. An asset would be Apple iPhone 6s with IMEI 1234567890.

Hence, multiple assets can be created for a particular Product, and can be linked to a customer. Also, tickets and jobs can be created for the asset (Eg: A ticket raised for repair of a particular machinery (asset)).

Click on the Ref. No. link to update the attributes of a particular asset. Note that the attributes are configurable from the advanced settings page. One can also directly access the customer section by clicking on the respective link for the asset.

asset module -2

To create a ticket from the asset page, select the ‘tick’ icon for the particular asset and then click on the “Add” blue button on the top right corner. On click, the user will be prompted to select the workflow as well for the new ticket.

Note: One can disable a call / ticket creation from an asset, for a particular workflow. To enable this particular feature, please contact FieldEZ support.

asset module -3


3. Recurring Schedule (new interface)


TO ENABLE THIS FEATURE: Please contact FieldEZ Support ( +1-844-343-5339 (+1-844-FIELDEZ) or ) to help you with this function

The Recurring schedule interface has been streamlined to make it easy to create recurring tickets and calls.

During the call creation process, you will notice two options: One-time and Recurring Jobs. On select of Recurring Jobs, it opens a pop-up to mention more details of the Recurring schedule including Start Date, End Date and repetition frequency of the job.

recurring schedule

The recurring job feature will create new and duplicate tickets as per the frequency as well as the end dates defined. This group of jobs can be individually edited and / or detailed.

Please note that at present, one cannot make changes for the complete ticket series. This will be implemented in the upcoming releases.


4. Beat Planning


Beat Planning is an advanced scheduling feature newly introduced in the FieldEZ application. Beat planning is essentially scheduling for a group of jobs. This is particularly helpful when there are regular or periodic visits / jobs to a pre-defined list of customer sites. Examples where this feature would be used is over periodic stocking of SKUs for FMCG and Retail organizations, Preventive maintenance checks for remote oil & gas installations, etc.



Click on the Settings icon Icon 3 on the top-right corner of the main header and select Advanced Settings. Click the Manage Preferences link, and enable the ‘Show Beat Plan’ option.



The Beat Plan page is accessible from the main header under the ‘Advanced’ tab:

beat planning


The home page for the Beat Plan module lists the ‘beats’ created. One can create new beats using the ‘Create Beatplan’ button on the top right of the screen.

beat planning -2

The table lists down the various beats created, as well as details on of the tickets / job created as per the beats. This can be accessed by expanding on the beat plan row details using the ‘+’ icon on the right. Individual ticket details can be further accessed by clicking on the respective ticket info link.

There are also quick action button available for each beat plan:

  • The green Icon 4 icon allows one to create duplicate beats. This is particularly useful for cases where a new beat has to be planned with the same customers as created earlier for a different beat, but where the frequency / work-order, etc. is distinct.
  • The red button Icon 5 allows one to delete the complete beat plan.

Note that on delete of a beat plan, the existing jobs and tickets already created will not be deleted, but the future scheduled tickets will be deleted.



On click on the create beatplan, you will be directed to the beatplan template page.

create new beat plan

Note that the Process drop-down list (workflow list) as well as fill in the beatplan name and description for identification purposes.

As shown in the screenshot above, the beatplan creation process is divided into three steps:

  1. Select Customer
  2. Ticket Information
  3. Assign field executive

To select customer, one can use the Select Customer search tab, or access it from the customer list given below.

Click on Create Beatplan button to save this customer list. The ticket information will need to be entered in the next step – these fields are the call specific information and will be copied across all the subsequent ticket / calls created as part of the beatplan.

create new beat plan -2

The last step is assignment to a field resource, along with the scheduled date for the beat plan.

create new beat plan -3

Note: At present the beat plan does not have recurring functionality, ie, the beatplan can be schedule to run once, for a particular day. The recurring feature will be done in the next product release.



To edit an existing Beatplan, simply click on the beatplan name. You will be able to view the beatplan details and make changes accordingly.



Click on the Delete icon Icon 5 in the Beatplan list page to delete. Please note only future scheduled calls will be deleted and any completed tickets / calls would not be deleted.

Duplicate beatplan Icon 4 is a nifty feature where one can easily set up a new beatplan with similar characteristics (say same customer, engineer, etc.), but say with a different recurring schedule or where there is only a minor change between an existing beatplan, thus saving considerable time in creation.

FieldEZ Version 4.7.3 Released


We are excited to announce couple of feature enhancements to the FieldEZ Application:

  1. SLA Management Module (new)
  2. Call Create / Edit Page (revamped)
  3. Timesheets Tab (revamped)
  4. Call Details Tab (the new page is now default)


1. SLA Management Module (BETA)           



Click on settings icons on the top right corner of the header, and select the Advanced Settings tab. Under the advanced settings page, click on the ‘Manage SLA’ link to access the new SLA Management (BETA) module.

Access SLA management page


The SLA Management module helps organization set and configure Service Level Agreement (SLA) notification alerts for a wide variety of actions, including:

  • Assigned User not responded to a new ticket after a predefined SLA time
  • Assigned User not reached a particular stage of the process (say, reached site) within a predefined SLA time
  • Assigned User not able to close a ticket within a predefine SLA time

In this BETA release, the admin can create new SLA for each workflow or business process defined, and set an email / notification alert. This notification can be sent any or all of the below:

  • Assigned User
  • Manager
  • Admin
  • End-Customer
  • External contact via email

Subsequent releases will also have the provision to update the end-customer via SMS (mobile text message)

1.1        SLA List Page

The image below shows the landing page when one clicks on the Manage SLA link from Advanced Settings section. The page lists the SLAs configured, with options to copy (duplicate), edit and delete the SLA.

SLA List page

Create New SLA

Click on the ‘Add SLA’ button on the top left corner. You will be prompted with a screen as shown below:

Create New SLA


SLA Label: Give a name to the SLA you are creating

Select Workflow: The SLA can be created for a specific workflow

Create Time / Assigned Time:  The SLA can be triggered based on lapsed time from either the Ticket Create Time or the Assigned End Time

Hours and Minutes:  The SLA will trigger once the time duration specified in these fields have lapsed beyond the Create time / Assigned time

Status:  This a status checker field. If the specified status is not reached at the time the SLA is triggered, only then will it trigger the alert

Alert action: This box will list the notification templates, and can be configured by going to the Notification page.

If there are no notification templates predefined, you can create:

Settings icon –> Advanced Settings –> Manage Notifications –> Create Notifications –> Create New Notification

Create New SLA -1

Note: Please select the action type as alert in the drop-down list


2.          Create / Edit Call

The Create and Edit Call pages have been revamped with a more intuitive and up-to-date UI format. All the existing functions are retained and no new features additions have been added at present.

Edit Call

3.          Timesheet

The new timesheet tab provides a high-level view of the users’ attendance across various time periods, with ability to drill-down to specific user level information.


The initial screen shows the clock-in (punch-in) status of the user – green shows clocked in and clocked out, yellow shows either one of clock-in or clock-out, while red shows the users who have neither clocked-in nor clocked-out.

On click of the individual colour cells, one can get an idea of the route and distance covered by the particular user as viewed on the map.


4.          Call Details Page

The new Call Details page released as per the previous release (4.7.2) has now been made the default page. To understand more details about the Call Details page and its function, please refer to the previous release notes (4.7.2) – Click here.

FieldEZ Version 4.7.2 Released


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)  



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.

Call Details

1.1        Call Summary Section

Call Summary

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.

Customer and Call Level Information

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.

Status Update

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.

Associated Calls


1.5        Line Items

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

Line Items

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)



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).

View Users on the map

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:

Schedule using map view

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.

Schedule using map view -1


c) View details of the users around the ticket

Schedule using map view -2

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)

FieldEZ Version 4.7.1 Released

1. New Finance Module


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

  • Quotes (Estimates)
  • Finance Dashboard


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.

Quote Listing Page Upload Customers

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.

Add a new quote


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.

Finance Dashboard

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):

Import Customers to FieldEZ

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


Upload Customers

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

FieldEZ Version 4.7.0 Released

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


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’

Create associate tickets


Create associate tickets -2

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.

add crew members

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

Create associate tickets


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)

attendance overvie