Fieldax maintains the 360 degree view of your Service Engineer’s details and show it anytime anywhere. Service engineer is the person who visits the site. He/she can be your own employee or a contractor who works for you.
To setup new service engineer profile
- Click the ‘Service Engineer’ tab and click ‘New’ button to create new service engineer.
- Here service engineer skills, availability, training are updated. So easily track service engineer’s up to date information.
- Service engineer object contains details like Name, Engineer id, Joined Date, Salesforce User, Active, work Calendar, Is Contract, Recent Visit, Email, Phone Number and Address.
Fig 1: Service engineer page
Service Engineer Fields :
|Field Label||Data Type||Description|
|Name||String||Required. First Name of the Service Engineer.|
|Last Name||String||Last Name of the Service Engineer|
|Full Name||String||Concatenate First and Last Name of the Service Engineer.|
|Region||Reference||Region of the service Engineer|
|Active__c||Picklist||Specifies the Service Engineer availability|
|Work Calendar||Reference||Required. Refers the Service engineer working days.|
|Is Contractor||Checkbox||Tells whether the Service engineer is contractor or not.|
|Engineer ID||String||Refers id of the Service Engineer.|
|Recent Job||Reference||The Job which engineer attended most recently.|
|Hourly Rate||Currency||Hour rate for the service engineer.|
|Phone||Phone||Phone number for this account. Maximum size is 40 characters.|
|Joined Date||Date||Service engineer joining date.|
|Salesforce User||Reference||Specify the Salesforce user for the service engineer.|
|Email address for the contact|
Setup User profile
After you setup engineer record, you may need to setup login access for your engineers. Follow the below steps and setup the login for each engineer.
- Goto setup
- Click manage users
- Click new user and provide the respective details and save
Access to fieldAx
After the profile setup is done, you may want to give access for your engineers to use fieldAx. So, you can give access by following the below steps.
- Make sure you have sufficient license bought from Merfantz for FieldAx
- Goto Setup and installed packages
- Click FieldAx
- Click Manage Licenses
- Click Add User and choose the respective engineer profile and click save
You can also set below information in the service engineer related list.
- You can assign skill to service engineer. Once you assign skill to service engineer, you cannot edit the skill and service engineer name. Only you can edit rating for this skill.
- Click ‘New Skill Set’ button on skill set related list.
- Technician name automatically gets populated.
- It contains technician name, skill and rating for the technician.
- Include the details about which type of training assigned to service engineer and its status
- Click ‘New Training History’ button and enter training name, service engineer, status, start and end state of training, score and feedback of the training.
Engineer unavailable periods:
- Click ‘New Engineer Unavailable Period’ button on Engineer Unavailable Periods section.
- You can track service engineer unavailable time on site.
- Here you can set technician unavailable days to visit the site. It contains technician name (auto populated), status, start and end date for technician unavailable.
- Service engineer request to be approved by clicking the below button (see the Figure -1). Once approved you cannot reject it.
Fig 1:- Engineer unavailable periods page
Time Off Requests :
- Click ‘New Time Off Requests’ button on Time Off Requests section.
- You can specify technician requesting time for the day.
- It contains technician start and end time, status.
Time cards :
- Click ‘New Time Card’ button on Time cards section.
- You can specify technician name (automatically populated), status, visit, date and technician working and breaking hours.
- You can track engineer who is spending the day on site visit with break/lunch hours taken.
Assigned Equipment :
To assign equipment to service engineer
- Click ‘New Assigned Equipment’ button on Assigned Equipment section.
- You can specify equipment name (parent name), technician name, equipment id, assigned date, status, comments.
- You can track service engineer’s equipment details like loss, damaged, returned.
- Service Engineer name auto populated on service engineer field.
- You can track the assigned equipment on the equipment object.
- Click ‘New Vehicle’ button on Mapped Vehicles related list section.
- You can track the information of Service Engineer’s vehicle used.
- Vehicle contains information like Vehicle number, type of vehicle, model, Engine number, Manufacture, year, Color, brief details, is certified, first registration date, Last FC code, Certified Date, Number of seats, Tyre weights, Special permit codes, A/C fitted, CC rating.