FieldAx Settings

Description

You can setup the default template (standard structure) for invoice, job sheet and also set job status, status color here.

  • If we change the Status and color, it will affect Job status and Color from Dispatch board.
  • If you have any question, you can send Mail to Support and also can chat.
  • You can set the Configuration name here.
  • You can set the default template for the invoice (refer template).
  • You can set the default template for the job sheet (refer template).
  • You can include the picklist values to the job status by entering names with colon, for example Queued:Ready.
  • To set the job status color by entering color name with colon, for example Gray:Yellow.
Fig 1: Fieldax default settings page
Field Label Data Type Description
Name String Required. The name of the configuration.
Invoice Reference Refers the name of the invoice.
Job Sheet Reference Refers the name of the job sheet.
Job Status Text area Set the values in Job status.
Job Status Color Text area Set the Job status color by using this value.