The Field Service form is used to support the execution of Service Orders that have been scheduled. The main grid view displays the details, location, and description of the Service Job Events that are at or past the milestone of ready. Events and Job details can be viewed. Tasks can be used to track the progression of work being done. Time Tracking can be used to record labor hours, and Signatures can be added to verify the work is complete, and Items can be issued when maintenance is being performed on assets. Quick edit buttons on the main page allow for easy access to key features, reducing the need for deeper navigation. Additionally, iCalendar events can be downloaded to your device.
Which Events displayed depends on the relationship between the user and the professional, with the role type Accessed Via (allowed). If the professional is contracted, they can agree to the schedule, prior to the start of the job through Status changes. This can be further enhanced through customization to provide notifications for new job events.
If a service order is Asset-Based, then professionals will have access to the Assets and Items tabs. For Standard Orders, professionals will have access to the Sales Orders tab, allowing them to view or place replacement orders.
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