How To 2018-05-25T11:18:29+00:00

Learn how to perform tasks on inField Clipboard

1. Schedules – Add New Event 2018-05-24T20:23:01+00:00
2A. Click on the “square” to the right of the From Date / Time and select the Date. 2018-05-24T20:24:09+00:00
2B. Click on the Clock below to select the time of the job. 2018-05-24T20:29:08+00:00
3. Select the Location of the job. This is a list that appears from the Client Database. 2018-05-24T20:33:03+00:00
4. Select the Job Description from the drop down. 2018-05-24T20:33:22+00:00
5. You can add more instructions or additional information with the Description box. This information is made available to the field technician. 2018-05-24T20:34:26+00:00
6. Chose the Technician who will perform the work. 2018-05-24T20:36:57+00:00
7. Click SAVE 2018-05-24T20:37:57+00:00
8. The Time Slot of the job appears on the Schedule. 2018-05-24T20:39:01+00:00
9. Click on the Schedule (one click) – Displays the job information. 2018-05-24T20:40:08+00:00
10. Select ‘Add Work Order’ 2018-05-24T20:41:08+00:00
11. Browse through the pre-filled information. 2018-05-24T20:42:17+00:00
13. You can assign additional Technicians – Selected within the Technicians Box and choose another Technician. 2018-05-24T20:43:21+00:00
14. NEW FORMS: i) Click on the box to select blank forms that should be associated to this job. 2018-05-24T20:44:46+00:00
15. Click CREATE at the bottom. 2018-05-24T20:45:55+00:00
1. PEOPLE – Users 2018-05-24T22:01:14+00:00
a) Click the ‘New Contact’ button 2018-05-24T22:04:31+00:00
b) Enter Email Address of Contact + FN + LN + Telephone + Password 2018-05-24T22:06:59+00:00
c) Please ensure the Type = Contact is selected below 2018-05-24T22:08:06+00:00
2. PEOPLE – Clients – New Client 2018-05-24T22:12:27+00:00

Two Step Process:

1.  Create the Associated Contact for the Business

2.  Create the Business (Business Name + Location Address)

a) At the bottom – click on “Add New Location” – opens additional options 2018-05-24T22:11:07+00:00
  • Name = Exact same as Business Name  OR  Could have additional info to distinguish between Head Office and Site Location
  • Enter Address, City, Prov, Country, PAC, Telephone
  • Description = Any additional information you wish to have about this location.  Not displayed anywhere.
1) SERVICES TYPES – on the right side click NEW 2018-05-24T22:16:09+00:00
2) Enter Job Type = E.g. “On Call” 2018-05-24T22:17:17+00:00
3) Enter Description = E.g. “On Call” 2018-05-24T22:18:32+00:00
4) Enter Rate = 0.00 2018-05-24T22:19:43+00:00
5) Click CREATE 2018-05-24T22:20:47+00:00
When creating a new Event, this new Job Type should now appear in the available Job Types list. 2018-05-24T22:23:08+00:00
1. PEOPLE – USERS – TECHNICIANS 2018-05-25T10:50:04+00:00
a) Click on “New Technician” – on the right side 2018-05-25T10:51:20+00:00
b) Enter Email / UserName / First Name / Last Name / Phone / Password / Re-Enter Password. 2018-05-25T10:52:38+00:00
c) Choose a Schedule Colour 2018-05-25T10:53:42+00:00
d) DO NOT select User Level – for future use 2018-05-25T10:54:47+00:00
e) Ensure ROLE = Technician 2018-05-25T10:57:30+00:00
f) CREATE 2018-05-25T10:58:39+00:00
1. PEOPLE – USERS 2018-05-25T11:01:57+00:00
a) Select Technicians tab 2018-05-25T11:04:03+00:00
b) Search for the Technician Name – Enter the name in the Email field or Username field – Click SEARCH 2018-05-25T11:05:10+00:00
c) Actions – EDIT the Technician 2018-05-25T11:06:14+00:00
d) Enter new Password, and re-enter in the Password Confirmation fields 2018-05-25T11:07:17+00:00
d) UPDATE 2018-05-25T11:09:40+00:00