Workforce Management
Best Practices for Workforce Setup
Last Updated: 07/10/2025Data Accuracy Essential Practices Keep contact info current Update skills regularly Document all training Review quarterly Employee Development Support Growth Regular skill assessments Training opportunities Career path discussions Mentorship programs Recognition systems Troubleshooting Workforce Issues Common Problems Engineer Not Available for Dispatch Check active status Review time off records Confirm GPS settings Skills Not Matching...
Add Training History to Service Engineers
Last Updated: 07/10/2025Understanding Training Management Training history tracks professional development and ensures compliance with industry requirements. Proper training documentation: Benefits Maintains compliance Tracks skill development Supports career growth Ensures quality service Reduces liability Training Categories Mandatory Training Safety (OSHA) Regulatory compliance Company policies Equipment operation Technical Training New equipment Advanced techniques Manufacturer updates Troubleshooting methods Professional Development...
Add Timeoff to Service Engineers
Last Updated: 07/10/2025Understanding Time Off Management Time off directly impacts scheduling and capacity. FieldAx handles various absence types: Time Off Categories Planned vacation Sick leave Personal days Training days Holidays Leave of absence Impact on Operations Time off affects: Dispatch availability Schedule optimization Creating Time Off Records Step 1: Access Time Off Management From Service Engineer record:...
Add Skills to Service Engineers
Last Updated: 07/10/2025Understanding Skills Management Skills in FieldAx determine which engineers can perform specific job types. Proper skill assignment ensures: Right engineer for each job Quality service delivery Compliance with regulations Efficient resource utilization Skill Components Skill Types Technical skills (HVAC repair, installation) Certifications (EPA, state licenses) Manufacturer authorizations Soft skills (customer service) Skill Attributes Proficiency level...
Create Service Engineers
Last Updated: 07/10/2025Step 1: Access Service Engineer Management Open FieldAx Admin app Navigate to Service Engineers tab Click New button Step 2: Link to User Account First, associate with Salesforce user: User Association User: Click lookup and select the Salesforce user This links login credentials to field operations Ensures proper data access and security Step 3: Basic...
Workforce Overview
Last Updated: 07/10/2025Overview Your workforce is the backbone of field service operations. This section covers the complete setup of your service engineers in FieldAx, from creating their profiles to managing their skills, time off, and training records. Proper workforce configuration ensures optimal job assignment, accurate scheduling, and efficient resource utilization while maintaining service quality and employee satisfaction....