Create Service Engineers

Step 1: Access Service Engineer Management #

1. Open the FieldAx Admin app.
2. Navigate to the Service Engineers tab.
3. Click New.

Step 2: Link to User Account #

First, associate the engineer with a Salesforce user.

User Association

• User: Click the lookup and select the Salesforce user.
• This links login credentials to field operations.
• It ensures proper data access and security.

Step 3: Basic Information #

Enter the essential engineer details.

Personal Information

Employment Details

Step 4: Add Regions #

Go to the Service Regions related list, then:

1. Add a new Service Region.
2. Pick the region the engineer should be assigned to.
3. Enter the start and end dates.

Step 5: Configure Work Calendar #

Set the engineer’s working hours so availability displays correctly on the Dispatch Board and Quick Schedule.

Work Calendar Configuration

Once configured, the engineer’s calendar shows white blocks for available time and grey blocks for non-working hours across the Dispatch Board and Quick Schedule.

Step 6: GPS Tracking Settings #

Configure location tracking for dispatch.

Tracking Configuration

Map Location Update

The Service Engineer record stores the engineer’s most recent position in two fields: Latest Latitude and Latest Longitude. The engineer’s location on the map view is based on these fields.

When GPS is integrated, these fields are updated with the engineer’s latest coordinates. Each time they change, the engineer’s location on the map changes as well.

1. GPS tracking sends the engineer’s current location.
2. Latest Latitude and Latest Longitude are updated with the new coordinates.
3. The engineer’s marker on the map view moves to the updated location.

Step 7: Vehicle and Equipment #

Document the resources assigned to the engineer.

Vehicle Information

Equipment Assigned

Step 8: Trunk Stock Location #

Set up mobile inventory. This creates an inventory location that travels with the engineer.

Trunk Stock Configuration