Job Management
Get Ready for Scheduling with Dispatch Board
Last Updated: 07/10/2025Overview The Dispatch Board is FieldAx’s visual scheduling interface that enables dispatchers to efficiently manage job assignments, monitor technician schedules, and optimize routes. This section covers the technical configuration of the dispatch board including column setup, view creation, and visual customization through assignment colors. Proper dispatch board setup ensures dispatchers have a powerful, intuitive tool...
Job Reports and Analytics
Last Updated: 07/10/2025Assignment Reports Operational Reports Daily assignments Skill coverage Travel analysis Efficiency metrics Performance Reports Assignment success First-time completion Customer feedback Rework rates Revenue per tech Planning Reports Capacity analysis Skill gaps Territory coverage Workload distribution Forecast accuracy Next Steps With jobs created and assigned: Monitor Progress – Track job completion Manage Changes – Handle rescheduling...
Troubleshooting Assignments
Last Updated: 07/10/2025Common Issues No Available Engineers Check wider time window Review skill requirements Look at nearby regions Schedule for future Skill Mismatch Identify missing skills Geographic Challenges Consider travel time Optimize routes Customer Conflicts Review preferences Find alternatives Communicate clearly Document issues Resolve professionally
Dispatch Service Engineer
Last Updated: 07/10/2025Understanding Assignment Logic Engineer assignment matches the right technician to each job based on multiple factors: Assignment Criteria Primary Factors Required skills match Current availability Workload balance Additional Considerations Travel time Assignment Methods Method 1: Manual Assignment Direct engineer selection: From Job Record Open the job record Click Dispatch Select appropriate technician time slot Manual...
Create/Schedule Job
Last Updated: 07/10/2025Understanding Job Types Jobs in FieldAx represent specific service work to be performed: Job Categories Service Jobs Repairs and fixes Diagnostic services Emergency calls Warranty work Maintenance Jobs Preventive maintenance Seasonal service Contract fulfillment Inspections Installation Jobs New equipment setup System replacements Upgrades Retrofits Other Job Types Consultations Estimates Follow-ups Training Creating Jobs Step 1:...
Job Overview
Last Updated: 07/10/2025Job management is the core operational function in FieldAx, where service requests transform into scheduled work orders and completed services. This section covers creating and scheduling jobs with all necessary details, and assigning the right service engineer based on skills, availability, and location. Effective job management ensures efficient operations, optimal resource utilization, and excellent customer...