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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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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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Mobile App

11
  • Mobile App Common Issues and Solutions
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Job Management

6
  • Get Ready for Scheduling with Dispatch Board
  • Job Reports and Analytics
  • Troubleshooting Assignments
  • Dispatch Service Engineer
  • Create/Schedule Job
  • Job Overview

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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  • Job Reports and Analytics

Job Reports and Analytics

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Updated on 07/10/2025

Assignment 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:

  1. Monitor Progress – Track job completion
  2. Manage Changes – Handle rescheduling
  3. Communicate Updates – Keep everyone informed
  4. Complete Service – Ensure quality delivery
  5. Follow Up – Verify satisfaction

Effective job management and engineer assignment form the operational heart of field service, ensuring the right technician arrives at the right time with the right skills to deliver exceptional service.

Updated on 07/10/2025
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