Technician: Mobile Training

• Number of Videos in Session: 9
• Total Viewing Time in Session: 28:08

Your field technicians will be utilizing mobile on a regular basis, so it's critical they have a proper understanding of the basics of this tool. The following training videos will help provide a foundation so that your technicians can quickly and effectively utilize their FieldEdge mobile application.

Part 1: Homescreen and Settings

In this training, we'll go over the basics of the FieldEdge mobile application and how to view the home screen and settings.

• How to navigate different features within the mobile application
• How to see assigned work orders
• How to filter and customize the mobile app
• How to view and go through mobile settings

Part 2: Understanding Work Order Details

In our next video, we'll explore concepts specific to the work order details screen on the mobile application.

• How to drill into the current assigned work order
• How to change statuses on a work order
• How to add and review attachments associated to a work order
• How to view important information specific to the work order

Part 3: Adding and Reviewing Equipment

In our third video, we'll see how a mobile user can manage equipment directly from the application.

• How to view important information related to a piece of equipment
• View history associated with a piece of equipment
• How to add and edit equipment through the mobile application

Part 4: Using Custom Forms

Custom forms can be a tremendous tool to help guide technicians while they're in the field. This video will review best practices when using this powerful feature.

• Who is able to enter information into a custom form
• Explanations of the different fields related to custom forms
• How add and review custom forms

Part 5: Quoting and Invoicing

In this video, we'll review how to create a quote and invoice from the field.

• Where you can add billable and non-billable items to an invoice or quote
• How to search and identify Items
• Details on important and lesser-known fields for items

Part 6: Part Requests and Expenses

This video will show a technician how to create part requests and expenses.

• How to begin creating part requests and expenses from the mobile application
• Identify the important fields required to create part requests and expenses
• Next steps after a part request or expense has been created

Part 7: Taking Payments and Completing Work Orders

Our next video shows us how to complete a mobile work order and how we can add payments.

• How to navigate to the completion screen
• Understand the payment process through manual entry or FieldEdge Payments
• How a payment is associated with a work order

Part 8: Creating Customers and Work Orders

In this video, we'll show how a technician can create customers and work orders in the field.

• How to search for an existing customer
• How to add a new customer from the mobile application
• How to create a work order for a customer

Part 9: Using Supervisor Mode

In our final video of the Mobile Training series, we will learn how to use the different features associated with supervisor mode. You can also follow members of the FieldEdge Training team through live tips and tricks when using the FieldEdge Mobile Supervisor Mode.

• Identify which users can use supervisor mode
• How to find supervisor mode
• Comprehensive understanding of the supervisor mode features