FieldAware

Ruairi Shanahan

Product Education Team

Enda Hennigan

We’ll guide you through our web app with basic how to documents and advanced techniques for FieldAware veterans.

Web App

Step-by-step guide to using the FieldAware Import Export Tool to upload, map, validate, and import or export records with ease.

How to Use the FieldAware Import Export Tool?

These articles provide instructions for admin-related activities.

Administration

Service Areas

User Skills

Job Types

Match Job Types to User Skills

Technician Start & End Locations

Excluded Technicians

Location Permits

Technician Working Hours

Discover how to optimize schedules by managing workforce unavailability for personal time, training, meetings, and sick leave.

Unavailability

User Breaks

Explore essentials practices on how to manage your workforce with FieldAware

Workforce Management

Learn how to set up your data for scheduling and how you can best leverage that setup to carry out manual and optimized scheduling.

Scheduling Jobs in FieldAware

Learn how to create jobs with all the information required for scheduling

Creating Jobs for Scheduling

Drag and Drop Scheduling from the Unassigned Jobs List

Manual Scheduling using the Job Page

Learn about approving rule violations when scheduling jobs when a scheduling policy is enforced

Approving Rule Violations

Smart Scheduler Overview

Optimized Scheduling using the Smart Scheduler

Scheduling Policies

Planning Mode

Scheduling Priority

Location Access Hours

Job Time Windows

Job Dependencies

This article contains instructions on using the Smart Scheduler 2.0.

Smart Scheduler 2.0

This collection explains how to set up your data for scheduling and then how you can best leverage that setup to carry out manual and optimized scheduling. 

Scheduling Best Practices 

This guide will walk you through how to create, edit, and apply Job Templates in your workflow.

How to Set Up & Use Job Templates

Work faster by focusing on 'My Tasks' and use the Job Task List search to find what you're looking for quickly.

Job Tasks - My Tasks and Search

Setting Up Mandatory Fields

This article provides detailed information on using Custom Fields with the Mandatory Fields feature.

Mandatory Fields - Custom Fields

This article provides detailed information about typed name and signature capture when using the Mandatory Fields feature.

Mandatory Fields - Signature Capture

Jobs

This article contains instrutions on using the multi-select feature and quantity modal for Job Items in the mobile app.

Job Items - Multi-Select & Quantity Modal

Track item usage and inventory leakage with ease.

Parts Tracking: Planned vs. Used Qtys

Here’s a detailed step-by-step guide for using the FieldAware–NetSuite integration to track planned and used quantities for inventory items.

Step-by-Step Guide: FieldAware –NetSuite Parts Tracking Integration

Items

Learn about FieldAware's best in class Enterprise Model and see how this solution can benefit your organisation

What is Enterprise Model?

Organization Settings and Branch Profile view

Users and Branches

Enterprise Roles and Rights

This article contains some great examples of the types of workflows you could achieve that are key to your organisation

Key Workflows

This release contains improvements in Cross-Branch Scheduling and Borrowing for businesses that use Enterprise Model.

Cross-Branch Scheduling Improvements

We can support enterprise level organisations with multiple branches 

FieldAware Enterprise

Interactive Dashboards

Check out this article to learn more about viewing custom reports in Folder and Dashboard Lists. Also, learn about viewing Dashboards.

Part 2: Viewing Custom Reports

Learn how to create and edit new Dashboards and Custom Reports with this article.

Part 4: Managing Custom Reports

Learn how to set permissions and share Custom Reports with this article.

Part 3: Collaborating with Custom Reports

In this article, we introduce Custom Reports, Folders, and Dashboards.

Part 1: Getting Started with Custom Reports

Reports

This article provides a deep-dive into the benefits of the Customer Portal feature and its use.

Customer Portal

Learn how to navigate and use the Customer Portal to its fullest potential with this overview.

Customer Portal: Request Management & Conversion Tools

Customers

Learn how to import, update, export, and validate FieldAware records using the Import Export Tool with guided workflows and schema mapping.

About the FieldAware Import Export Tool

Learn how to initially set up your organisation for success by modifying your company settings during your implementation

Company Settings

A comprehensive guide for mobile users to configure your FieldAware and NetSuite accounts to enable the Quoting in NetSuite feature.

Quoting with NetSuite

Quotes

Log In

Find answers and get help from Intercom Support and Community Experts

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