You have successfully learned how to do the following:
Set Up Your Account
Enable the Features and Plugins
Add and Manage your Customers in FieldPulse
After your customers are added, it's time to learn how you can schedule and dispatch through FieldPulse!
FieldPulse has several different ways to schedule work for you team. A 'job' might include an estimate appointment, service call, recurring visit, or any type of action you do for a customer that you would want to appear on a schedule.
The schedule can be accessed by navigating to the 'Schedule' tab on the left hand menu. We have four different viewing options outlined below.
Schedule: List View
From the List view, you have the option of selecting Day, Week, Month or view by Individual Users. Below, we'll walk you through each view.
List View- By Day
This will give you an overview of each job for that specific day. You can use this view to see your current jobs for the day or select a certain teams jobs to view. On the right hand side of your Webapp, you can customize what fields you'd like to be displayed. If there is an estimate or invoice or payment attached to that job, you'll see the current status here.
List View- By Week
You can use this view to see your schedule for the week, a specific team's schedule, or you can even select individual team members you'd like to see as well. We also have an option for 'unassigned' jobs that allows you to easily view all unassigned jobs for the day, week, month. The drop down in the top right hand corner allows you to customize what information is being viewed on the schedule. For ease of scheduling, you can assign each Technician a certain color that will appear on the schedule. You can adjust that in Company Settings<User Account<Users<Edit<Add Color.
Please note, you can schedule a job directly from this view as well!
List View- By Month
This will allow you to select your own schedule as well as a selected team. You can display up to two fields to be shown using the drop down in the top right corner.
List View- Individual
Last but certainly not least, you can select the Individual view. This will display a list of teams or individuals selected from the top left drop down. You can select the fields displayed in the top right dropdown.
The team dispatch view can be used to find open availability among team members and available slots for new or unassigned jobs. This can be done directly on the 'Dispatch View' on the 'Team Schedule' page or while creating a new job record and clicking 'Find Availability' button near the date/ time selector.
To expand the team view, you can click the square 'toggle wide' to actually schedule directly from the dispatch view. If you click into the selected team member and the selected time cell, you can 'create a new job' directly from the schedule.
You can also schedule a job by clicking 'Create Job' in the top right corner.
The calendar view allows you to drag and drop jobs, color code as well as schedule directly from the cell you select.
The map view is going to give you a birds eye view of your schedule. You can optimize and schedule routes, reassign jobs and schedule work directly from this view.
In summary, we have the following scheduling and dispatch view options available:
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