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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
    • 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
  • Troubleshooting Common Dispatch Board Issues

Troubleshooting Common Dispatch Board Issues

admin
Updated on 07/10/2025

Columns Not Showing

  • Verify JSON syntax
  • Check field permissions
  • Confirm API names
  • Clear browser cache

Views Not Filtering

  • Review SOQL syntax
  • Check WHERE conditions
  • Verify field values
  • Test in query editor

Colors Not Applying

  • Confirm flow is active
  • Check field updates
  • Verify color format
  • Review debug logs
Updated on 07/10/2025
Set Up Assignment Colors

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