Essential Setup
Troubleshooting Common Dispatch Board Issues
Last Updated: 07/10/2025Columns Not Showing Verify JSON syntax Check field permissions Confirm API names Clear browser cache Views Not Filtering Review SOQL syntax Check WHERE conditions Verify field values Test in query editor Colors Not Applying Confirm flow is active Check field updates Verify color format Review debug logs
Set Up Assignment Colors
Last Updated: 07/10/2025Understanding Visual Coding Color coding on the dispatch board provides instant visual information about job status, priority, or other business rules. Color Usage Common Color Schemes: Priority-based: Red for emergency, yellow for urgent Status-based: Green for on-time, red for late Type-based: Blue for maintenance, orange for repair Engineer-based: Different color per technician Creating Color Assignment...
Set Up Dispatch Board Views
Last Updated: 07/10/2025Understanding Views Views filter which jobs appear on the dispatch board, allowing different perspectives for various roles and workflows. View Components Query Definition SOQL query to filter jobs Defines which records display Sets base criteria Controls data scope Column Configuration Can override default columns View-specific information Tailored to use case Optimized display Creating Dispatch Board...
Set Up Dispatch Board Columns
Last Updated: 07/10/2025Understanding Column Configuration Dispatch Board columns determine what information dispatchers see for each job, enabling quick assessment and efficient scheduling decisions. Column Planning Before configuration, identify essential information: Critical Job Information Job number/identifier Date and time Service type/category Current status Customer name Location details Optional Information Priority level Assigned engineer Duration estimate Special instructions Contract...
Configure Inventory Locations
Last Updated: 07/10/2025Understanding Location Types Inventory locations represent physical places where parts and materials are stored. FieldAx supports multiple location types to match your operational model. Location Categories Fixed Locations Main warehouse Regional depots Branch offices Secured storage areas Mobile Locations Service vehicle trunk stock Technician tool bags Temporary job sites Mobile warehouses Special Locations Customer consignment...
Configure Job Status and Categories
Last Updated: 07/10/2025Understanding Job Status Job statuses represent the lifecycle stages of a work order from creation to completion. Customizing statuses allows you to match your specific business workflow and enable proper tracking. Standard Job Lifecycle Typical field service job progression: Created → Scheduled → Dispatched → En Route → On Site → In Progress → Completed...
Configure Job Types
Last Updated: 07/10/2025Understanding Job Types Job Types are templates that standardize service delivery across your organization. Each job type represents a specific service offering with predefined requirements, ensuring consistency and efficiency. Benefits of Job Types Standardization Consistent service delivery Predictable resource requirements Uniform pricing structure Quality assurance Efficiency Faster job creation Automatic skill matching Pre-loaded parts lists...
Set Up Regions
Last Updated: 07/10/2025Overview Regions in FieldAx represent the geographical service territories where your field service operations take place. Proper regional setup is essential for efficient job routing, service engineer assignment, and territory management. This section covers creating regions, defining boundaries, associating service engineers, and establishing regional hierarchies for optimal field service coverage. Understanding Regions in FieldAx Purpose...
Set Up Users
Last Updated: 07/10/2025Overview User setup is a critical step in your FieldAx implementation. This section covers creating Salesforce users, assigning appropriate licenses and profiles, configuring FieldAx-specific permissions, and establishing user hierarchies. Proper user configuration ensures that your team members have the right access levels and can effectively use FieldAx features based on their roles. Understanding FieldAx User...