Mobile App
Mobile App Common Issues and Solutions
Last Updated: 07/10/2025Sync Problems Check connection Force sync Clear cache Re-login Performance Issues Close unused apps Update app version Clear old data Restart device Data Entry Errors Edit before closing Contact dispatch Add notes Correct next day Next Steps With mobile app mastery: Maximize Efficiency – Use all features Maintain Quality – Accurate data entry Communicate Well...
Mobile App Best Practices
Last Updated: 07/10/2025Daily Routine Start of Day Sync device Review Day Book Check inventory Plan route During Jobs Update status promptly Capture all details Take photos Communicate issues End of Day Close all jobs Sync data Submit requests Charge device Tips for Success Efficiency Tips Use barcode scanning Set up quick picks Use voice notes Template responses...
Close Job
Last Updated: 07/10/2025Completing the Service Cycle Close jobs properly to trigger billing and update all systems. Job Closure Process Closing Steps Ensure all tasks complete Verify parts consumed Confirm time logged Check signature captured Tap Close Job
Send Service Report
Last Updated: 07/10/2025Instant Report Delivery Generate and send professional service reports immediately upon completion. Creating Service Report Report Generation After signature, tap Preview Report Report auto-generates Review before sending Report Delivery Sending Options Email automatically sent upon completion of the job Customization Add photos Include readings Attach documents Custom notes
Get Digital Signature
Last Updated: 07/10/2025Customer Sign-Off Capture customer approval digitally for completed work. Signature Process Obtaining Signature Complete all work Review with customer Tap Sign Signature Screen Service Completion Customer: John Smith Company: ABC Manufacturing Collect Feedback I acknowledge the work has been completed satisfactorily: [Signature Pad] Print Name: [___________] [Clear] [Submit]
Log Your Time
Last Updated: 07/10/2025Digital Time Tracking Capture accurate work hours for payroll and job costing. Time Entry Methods Quick Timer From job screen, Tap Log Time Choose type as Labor or Travel Save Timer shows up on the screen Once the job is completed, tap Stop
Consume Parts
Last Updated: 07/10/2025Recording Parts Usage Accurately track all parts used during service for proper inventory and billing. Consuming Parts Process During Service From job screen, tap Consume Parts Select/scan used items Enter quantities Consumption Features Easy Selection Browse inventory Barcode scanning Quick picks Search function Automatic Updates Reduces truck stock Adds to job costs Updates billing Tracks...
Create/Manage Product Requests
Last Updated: 07/10/2025Requesting Parts from Mobile Create part requests instantly when you identify needs in the field. Creating Requests New Request Process From My Inventory, Choose the item tap + button Add items needed tap Raise Product Request Managing Requests Track Requests View pending requests See approval status Track shipments Receive notifications Request Updates Approved/denied alerts Shipping...
My Inventory
Last Updated: 07/10/2025Managing Truck Stock My Inventory shows all parts in your vehicle, enabling quick stock checks and request generation. Viewing Inventory Access Your Stock Tap My Inventory Current stock displays Search or browse items Inventory Display Search: [_____________] 🔍 Capacitors ├─ 35MFD – Qty: 3 ├─ 45MFD – Qty: 2 └─ 55MFD – Qty: 0 ⚠️...
Day Book
Last Updated: 07/10/2025Understanding Day Book The Day Book is your mobile command center, displaying all scheduled jobs for the day with complete details and navigation. Accessing Day Book Opening Day Book Launch FieldAx mobile app Tap Day Book from main menu Today’s jobs display automatically <<screenshot required>> Day Book Display Job List View 8:00 AM – ABC...
FieldAx Mobile App
Last Updated: 07/10/2025Overview The FieldAx Mobile App empowers field technicians with real-time access to job information, inventory management, and customer communication tools. This section covers the essential mobile features that enable technicians to complete their work efficiently, from viewing daily schedules to closing jobs with digital signatures. The mobile app works seamlessly online and offline, syncing data...