Routing & Technician Tracking

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18 articles in this collection
Written by Mike Laverty

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Written by Mike Laverty
Updated over a week ago

Auto Routing - how to use

Analyze, compare, contrast and evaluate before proceeding
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Written by Mike Laverty
Updated over a week ago

Deactivate a User/Route

The process of removing a tech and moving work to another
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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
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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
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Written by Mike Laverty
Updated over a week ago

Find average service calltime for a tech

See Completed Work Order Details report
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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
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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...
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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
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Written by Mike Laverty
Updated over a week ago

Multi-building inspections - how to track

Help your techs ensure all buildings have been inspected
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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
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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
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Written by Mike Laverty
Updated over a week ago

Passwords - how to change

Users need a password to enter Fieldwork
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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
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Written by Mike Laverty
Updated over a week ago

Technician - remove from Fieldwork

It's better to deactivate than delete
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Written by Mike Laverty
Updated over a week ago

Technicians - where are they?

View their location in the Calendar map
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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
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Written by Mike Laverty
Updated over a week ago

User Password - field is blank

When you go back into that user's account
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Written by Mike Laverty
Updated over a week ago