Using Forms in the FieldEdge Basic Mobile Application

Overview

Forms can have a pretty big role when it comes to your work orders. You may want to keep track of readings on equipment or complete an inspection or maintenance checklist for your customers. Forms are a great way to enter that information. Use the steps below to learn how to use forms in the FieldEdge Basic Mobile Application.

Using a Form

When a form has been added to a work order,  a technician can enter that form and fill out the information. That information can even be shown to your customers if needed. Use the steps below to navigate to and use a form on a work order.

1. First, log into the FieldEdge Basic Mobile app.

2. Next, click on the assigned work order that's associated with the service location.

3. Swipe to the bottom of the work order and tap on Forms.

4. Select the desired form that you need to complete.

• Note:  You may notice some forms have an '!' symbol on them. This means there is required information that must be filled out before the work order can be completed. Additionally, if a form is not shown here, you can add a form to the work order. Use the steps in Adding a Form to complete this.

5. Next, click Edit and fill out the information listed on the form. You'll see required fields will be highlighted. 

6. Once you've entered the desired information, click the Save button and the form will be updated on the work order.

Repeat these steps for any additional forms you may need to complete.

Adding a Form

If a form was not already listed in the forms list, use the steps below to add a form to the work order.

1. First, log into the FieldEdge Basic Mobile app.

2. Next, click on the assigned work order that's associated with the service location.

3. Swipe to the bottom of the work order and tap on Forms.

4. Next click the Plus button and choose to add either a Task or Equipment Form.

• Note: A task form is associated with the task that is being performed on the work order (inspection checklist), whereas an equipment form is related to the piece of equipment (readings found on a unit).

5. From the list of forms choose the one(s) you're looking for and check the box for Added To Work Order.

6. Finally, click the Save button and the form(s) will be added to the work order.