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Quick Start Guides

11
  • Getting Started
    • Installing the FieldAx Package
    • Pre-Installation Requirements
  • Essential Setup
    • Troubleshooting Common Dispatch Board Issues
    • Set Up Assignment Colors
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    • Configure Job Status and Categories
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Workforce Management

6
  • Best Practices for Workforce Setup
  • Add Training History to Service Engineers
  • Add Timeoff to Service Engineers
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  • Create Service Engineers
  • Workforce Overview

Account Management

11
  • Account Reports and Analytics
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Job Management

6
  • Get Ready for Scheduling with Dispatch Board
  • Job Reports and Analytics
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Mobile App

11
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  • My Inventory
  • Day Book
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Inventory Management

12
  • Inventory Reports and Analytics
  • Inventory Best Practices
  • Receive Parts
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  • Inventory Reports and Analytics
  • Troubleshooting Inventory Common Issues
  • Inventory Best Practices
  • Create Serialized Inventory
  • Inventory Overview
  • Create Inventory Records

Billing

6
  • Troubleshooting Invoice Issues
  • Invoice Best Practices
  • Invoice Tracking and Management
  • Preview and Send Invoice
  • Create Invoice
  • Invoice Overview
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  • Day Book

Day Book

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Updated on 07/10/2025

Understanding 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

  1. Launch FieldAx mobile app
  2. Tap Day Book from main menu
  3. Today’s jobs display automatically

<<screenshot required>>

Day Book Display

Job List View

8:00 AM – ABC Manufacturing

HVAC Maintenance • 2 hours

📍 1234 Industrial Way

10:30 AM – XYZ Office Building  

AC Repair • 1.5 hours

📍 5678 Commerce St

⚠️ Priority

2:00 PM – Retail Store #45

Filter Replacement • 30 min

📍 910 Shopping Center Dr

Information Shown:

  • Scheduled time
  • Customer name
  • Job type
  • Estimated duration
  • Address with map link
  • Priority indicators

Day Book Features

Quick Actions

  • Tap for full job details
  • Swipe to call customer
  • Map icon for navigation
  • Status updates

Smart Organization

  • Sorted by time
  • Color-coded by status
  • Distance between jobs
  • Travel time estimates

Real-Time Updates

  • New jobs appear instantly
  • Schedule changes highlighted
  • Cancellations marked
  • Priority alerts
Updated on 07/10/2025
My InventoryFieldAx Mobile App

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