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

Find average service calltime for a tech

See Completed Work Order Details report

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

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