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Quick Start Guides

11
  • Getting Started
    • Installing the FieldAx Package
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Workforce Management

6
  • Best Practices for Workforce Setup
  • Add Training History to Service Engineers
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Account Management

11
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6
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Inventory Management

12
  • Inventory Reports and Analytics
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6
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Workforce Overview

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Updated on 07/10/2025

Overview

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.


Understanding Workforce Management in FieldAx

Workforce Components

The FieldAx workforce management system encompasses:

Service Engineer Profiles

  • Personal and professional information
  • Work schedules and availability
  • Geographic assignments
  • Performance tracking

Skills Management

  • Technical competencies
  • Certifications and licenses
  • Proficiency levels
  • Skill expiration tracking

Time Off Management

  • Vacation scheduling
  • Sick leave tracking
  • Holiday management
  • Availability planning

Training Records

  • Completed training
  • Certification history
  • Skill development
  • Compliance tracking
Updated on 07/10/2025
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