Routing & Technician Tracking

Account is not yet active, please wait for activation

Email address is being used from another inactive account

Written by Mike Laverty
Updated over a week ago

Auto Routing - how to use

Analyze, compare, contrast and evaluate before proceeding

Written by Mike Laverty
Updated over a week ago

Deactivate a User/Route

The process of removing a tech and moving work to another

Written by Mike Laverty
Updated over a week ago

Changing route name - changes the route's history

It's best to deactivate the former tech and create a new one

Written by Mike Laverty
Updated over a week ago

Data usage on the Fieldwork app

The following numbers are approximate in determining how much data one tech uses in the mobile app

Written by Mike Laverty
Updated over a week ago

Find average service calltime for a tech

See Completed Work Order Details report

Written by Mike Laverty
Updated over a week ago

Have a tech act as a supervisor and still see other schedules

Set user roles as: schedule (calendar) and customers

Written by Mike Laverty
Updated over a week ago

Issues to consider when looking at a (slow) tech on the Calendar map

Sparse cell towers, new housing developments, phone is off...

Written by Mike Laverty
Updated over a week ago

Morning tech email - how to keep the pricing off of it

Set "Hide pricing information on work order [X]" in the Work Orders

Written by Mike Laverty
Updated over a week ago

Multi-building inspections - how to track

Help your techs ensure all buildings have been inspected

Written by Mike Laverty
Updated over a week ago

Notes - that techs can't see

Create a sticky note in the customer's billing information page

Written by Mike Laverty
Updated over a week ago

Notifications - aren't getting to tech in the field

Must have tech's phone number in Users & Routes

Written by Mike Laverty
Updated over a week ago

Passwords - how to change

Users need a password to enter Fieldwork

Written by Mike Laverty
Updated over a week ago

Route - how to assign when tech is unknown

I don't know which tech will be doing the assignment

Written by Mike Laverty
Updated over a week ago

Technician - remove from Fieldwork

It's better to deactivate than delete

Written by Mike Laverty
Updated over a week ago

Technicians - where are they?

View their location in the Calendar map

Written by Mike Laverty
Updated over a week ago

Tech's location and Time - viewing it after the fact

See the tech's location at the time the Work Order was completed on the mobile app

Written by Mike Laverty
Updated over a week ago

User Password - field is blank

When you go back into that user's account

Written by Mike Laverty
Updated over a week ago