New Work Order Experience on the Dispatch Board
You'll see updated styling on the popups for creating work orders and customers. There's also a new Immediate Action button that can be used to easily create and schedule work orders.
Users can choose a new default immediate action in your Global Settings, allowing you to set the most common workflow your company uses. You can select between the following options: Create Work Order, Book for Later, or Schedule Now. When creating a work order, you'll find the same options in the immediate actions dropdown box. When you click save, the work order will be created and you'll go into the selected immediate action option.
You now have the ability to search your timeline by keyword. On both the customer and work order pages, you'll see a magnifying glass next to the Timeline header. When clicked, you can search for words that match within your timeline view. Click here for more information on searching the timeline notes.
New Item Sync to Accounting Process
We're making it easier to sync items over to your accounting system by adding another checkpoint before an alert generates, stopping the sync altogether. For items that don't currently exist within your accounting system, FieldEdge will try to create them for you. If that item successfully syncs over, the rest of your invoice will sync over as well.
Updated Mobile Design for Creating Work Orders & Customers
On the mobile app, technicians will see new screens for creating customers and work orders. These updates more closely align with how an office user creates records from the office, allowing data to be more accurate when it syncs over.
All mobile updates are expected to be released the week of May 30th. Watch out for our update in the app store to ensure you receive these improvements.