Essential Setup – Field Service Software

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Features
Industries
Why FieldAx?
Pricing
Resources
Events
- Dreamforce Experience Hub
- FieldAx Presence
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Getting Started

2

Installing the FieldAx Package
Pre-Installation Requirements

Quick Start Guides

9

Essential Setup

Workforce Management

10

Add Skills to Service Engineers
Workforce Overview
Create Service Engineers
Add Timeoff to Service Engineers
Add Training History to Service Engineers
Best Practices for Workforce Setup
Region Planner for Resources — FieldAx Help Guide
Advanced Route Map with Jobs and Locations on the Way
Dispatch Board Upgrade – Skills View
Auto-Dispatch Based on Region, Skills, and Travel Time

Account Management

11

Customers/Accounts Overview
Create Customer
Add Contacts to Account
Add Account Communication Log
Add Documents to Accounts
Create Installed System/Asset
Create Service Plan
Schedule Job from Service Plans
Account Management Best Practices
Troubleshooting Account Issues
Account Reports and Analytics

Job Management

8

Customizable Service Report – Configuration Guide
Job Overview
Create/Schedule Job
Smart Dispatch Overview
Signature & Feedback – Step-by-Step Guide
Troubleshooting Assignments
Job Reports and Analytics
Get Ready for Scheduling with Dispatch Board

Mobile App

13

FieldAx Mobile App
Day Book
My Inventory
Create/Manage Product Requests
Consume Parts
Log Your Time
Get Digital Signature
Send Service Report
Close Job
Mobile App Best Practices
Mobile App Common Issues and Solutions
Day Book — Mobile App Guide
Clock In / Clock Out – Step-by-Step Guide

Inventory Management

14

Inventory Overview
Create Inventory Records
Create Serialized Inventory
Inventory Best Practices
Troubleshooting Inventory Common Issues
Inventory Reports and Analytics
View Stock Details
Raise Product Request
Transfer Parts
Receive Parts
Inventory Best Practices
Inventory Reports and Analytics
Advanced Inventory Console
Simplified Inventory Transfer

Billing

6

Invoice Overview
Create Invoice
Preview and Send Invoice
Invoice Tracking and Management
Invoice Best Practices
Troubleshooting Invoice Issues

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Home
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Quick Start Guides
Essential Setup

Essential Setup

Set Up Users
Configure Job Status and Categories
Configure Job Types
Set Up Regions
Configure Inventory Locations
Set Up Dispatch Board Columns
Set Up Dispatch Board Views
Set Up Assignment Colors
Troubleshooting Common Dispatch Board Issues

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