The successful implementation of FieldSync relies on Technicians making use of their mobile application, which is named FieldSync and can be freely downloaded for both Android and iOS devices.
Access to the FieldSync app is managed through individual login credentials, which should not be shared. Each Technician needs to have their own set of credentials. Details on how to create Technician credentials can be found here.
The FieldSync app is available in English, Spanish and French. Language changes require updating the phone/tablet global language setting.
Upon logging in, Technicians will be presented with their scheduled Jobs and Estimates for the current day, each appearing in separate sections.
To view details, the Technician will simply tap on the desired Job or Estimate. The scheduled date/time, Customer name, contact information, service address and work details will be displayed.
Shortcuts are available for the Technician to contact the Customer, however this does require that the phone/tablet being used have a data plan enabled. This data plan is also required in order to accurately track Technician locations via Maps.
Upon reaching the service location, the Technician must tap the 'Start' button to signify their arrival on site and the beginning of the scheduled service.
Once the 'Start' button is tapped, a timer will appear to show the accruing work duration. This timer can be paused if needed; for instance, if the Technician needs to leave the service location to gather essential supplies. Upon returning to the work site, the timer can be restarted.
When performing an Estimate, the Technician is required to utilize the Estimate tab to input their assessments concerning their findings, encompassing parts, labor, and pricing.
Press ‘+ Add Line Item’ to add an input.
The first item is the ‘Type’. The options are Service or Inventory. If utilizing the Pricebook feature, accurate use of the Type field is crucial for accurate inventory management.
Once the Type field has been populated, the Item field must be filled in. Pre-set entries can be chosen from a dropdown menu OR an entry can be typed in manually.
Next fill in the Quantity field. If using an item from the dropdown list the Unit Price will auto-populate. The Amount field will be calculated depending on the Item selected, its Unit Price and the Quantity entered.
If the selected Type is Service, an Estimate Time field will also be available in order to estimate labor costs. The selection of a pre-set object will result in the field automatically populating while a manually entered item will also require a manually entered Estimate Time.
All time must contain an ‘h’ or ‘m’ notation to indicate hours or minutes. Example: 1 Hour = 1H, 30 minutes = 30m
Photos can be attached to the Job, via the Photos section. These might be used to confirm findings for an estimate or for proof of service.
Pressing ‘Attach Photos’’ will open the phone/tablet photo gallery in order to choose and attach images.
To open the device camera to *take* pictures, tap the ‘Photos’ tab. Then press ‘+ Add New Photo’.
Technicians can add a signature to their Estimates via ‘Add Signature’.
When tapped, a new screen will appear. The signature is entered by tracing a finger on the device screen and pressing ‘Confirm’.
Job notes are accessed in the ‘Notes’ section. These are the Customer Notes regarding information specific to the Service Location, such as the need to use a particular door or that a pet is on the premises. This information is entered as the Work Request is created. These are intended as an internal tool, not for customer view.
View existing notes here. Technicians can add additional ones as needed.
To signal the completion of a Job/Estimate, press the ‘Complete’ button. Once activated, this action is irreversible. Failure to press the ‘Complete’ button will result in the Job timer continuing to run. There is no method to amend the Job duration if it's recorded incorrectly. Technicians must be meticulous to maintain precise records.
Technicians can access their full calendar to review previous assignments along with viewing upcoming items.
Changes to the Technicians schedule, such as new or canceled Jobs/Estimates will trigger notifications. The Technician should enable Push Notifications on their devices to receive these updates.
Notifications can also be viewed and cleared directly on the app.
To log out, use the menu icon in the lower-right corner.
Then press ‘Log Out’.