Field Service (Tracker App)
Overview
The Tracker app can be used to manage and assist service agents. For example, agents can take photographs to assess damage or to confirm that work is properly completed.
Field Service Screen
- Lists the Active transactions assigned to the user: transactions of the Transaction Types with the setting below, with a status in the Active Status Group and the user in the Assign to field.
- Transactions appear in two rows.
- The top row displays the Transaction Code, Transaction Number, Customer and Reference.
- The bottom row displays the Customer's Street Address.
Buttons Explained
| Button | Description |
|---|---|
| Logout | Returns the user to the login screen. |
| Start / Stop | Starts and Stops timekeeping for the selected job. |
| Note | Enter a note for the selected job. Only applies if the job is started. |
| Images | Upload images (depends on the Transaction Type's setting under Options & Defaults). A Camera interface is opened for you to capture the image. |
| Done | Clicked when the job is complete. Asks for confirmation and then sets the transaction to the Transaction Type's status with Default = Complete. |
| Part |
|
| Refresh | Uploads and downloads data to and from the server. |
| Back | Returns to the Tile menu screen. |
Settings
Note
The defaults are the values for new databases, new users and new Transaction Types. Your database may have different values.
| Setting | Description | Default |
|---|---|---|
| Tracker > Module: Field Service | Checkbox. If checked, the Transaction Type's transactions appear in the Field Service module of the Tracker app. | Unchecked |