• Home
  • Overview
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  • Job
  • Invoice
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  • Job Type
  • Service Engineer
  • Work Calendar
  • Skill
  • Product
  • Price book entry
  • Pricebook
  • Inventory
  • Consumed Parts
  • Checklist
  • Feedback Response
  • Parts Required
  • Systems Included
  • Estimate
  • Product Request
  • Return Order
  • Freight
  • Assignments
  • Job Items
  • Holidays and TimeOff
  • Trainings
  • Service Regions
  • Time Cards
  • Installed Systems

Quick Start Guides

11
  • Getting Started
    • Installing the FieldAx Package
    • Pre-Installation Requirements
  • Essential Setup
    • Troubleshooting Common Dispatch Board Issues
    • Set Up Assignment Colors
    • Set Up Dispatch Board Views
    • Set Up Dispatch Board Columns
    • Configure Inventory Locations
    • Configure Job Status and Categories
    • Configure Job Types
    • Set Up Regions
    • Set Up Users

Workforce Management

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

Account Management

11
  • Account Reports and Analytics
  • Troubleshooting Account Issues
  • Account Management Best Practices
  • Schedule Job from Service Plans
  • Create Service Plan
  • Create Installed System/Asset
  • Add Documents to Accounts
  • Add Account Communication Log
  • Add Contacts to Account
  • Create Customer
  • Customers/Accounts Overview

Job Management

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

Mobile App

11
  • Mobile App Common Issues and Solutions
  • Mobile App Best Practices
  • Close Job
  • Send Service Report
  • Get Digital Signature
  • Log Your Time
  • Consume Parts
  • Create/Manage Product Requests
  • My Inventory
  • Day Book
  • FieldAx Mobile App

Inventory Management

12
  • Inventory Reports and Analytics
  • Inventory Best Practices
  • Receive Parts
  • Transfer Parts
  • Raise Product Request
  • View Stock Details
  • 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
View Categories
  • Home
  • FieldAx Help Center
  • Mobile App Common Issues and Solutions

Mobile App Common Issues and Solutions

admin
Updated on 07/10/2025

Sync 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:

  1. Maximize Efficiency – Use all features
  2. Maintain Quality – Accurate data entry
  3. Communicate Well – Keep office informed
  4. Stay Updated – New features regularly
  5. Provide Feedback – Suggest improvements

The FieldAx Mobile App transforms field technicians into connected, efficient service professionals with all the tools needed to deliver exceptional service while maintaining accurate business records.

Updated on 07/10/2025
Mobile App Best Practices

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