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Josh Rogers

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Recent activity by Josh Rogers
  • Release Notes: May 27, 2022

    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 easil...

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  • Early Adopter Release Notes: May 27, 2022

    Print Custom Reports With this release, we've added the ability to print FieldEdge custom reports directly within the platform. Simply go to the report, click on the three action dots, and click pr...

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  • Searching the Timeline Notes

    Overview With our May 27th release, users now have the ability to search timeline notes. This is a great way to help track down the important information that you may need to find, without having t...

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  • Rescheduling a Work Order

    Table of Contents Overview From the Dispatch Board From a Work Order Promised Appointment Time Primary Assignment Overview Back to top As you begin scheduling work orders, there will be times ...

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  • Release Notes: April 29, 2022

    Updated Menu Icons on Tablet Version of FieldEdge Similar to our web update in the last release, iconography is updated on the mobile app to match. These updates will be live when the mobile update...

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  • Adding an Image to a Multi-Quote Option from Mobile

    Table of Contents Overview Instruction Overview Back to top FieldEdge Premier members have the ability to create multi-option quotes. This feature allows a customer to view several options being ...

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  • Using List Views

    Table of Contents Overview Navigating to a List View List View Descriptions Customizing a List View Default Filters Edit Filters Edit Columns Overview Back to top List views are a great way...

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  • Release Notes: April 1, 2022

    Mobile Multi-Select for Attachments This feature has been highly requested and we are excited to announce that it's here! Mobile users can now add more than one photo at a time when uploading image...

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  • Release Notes: March 4, 2022

    Customized Views Section to Report Navigation (Premier Feature) For members upgraded to FieldEdge Premier, it's now easier to find all of your customized reports as they are consolidated into one s...

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  • Release Notes: February 4, 2022

    Invoice Status on Side Panel The status of an invoice is now consistently displayed throughout the side panel, the invoice list, and the work order itself. Pending, Due, Overdue, Paid, Incomplete P...

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