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?

This article provides instructions and details about using the FieldAware Sandbox feature.

Using the FieldAware Sandbox

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 

Discover what’s new in the Scheduler and learn how to make the most of its powerful tools to streamline your workflow.

New Scheduler User Guide

Quickly match jobs to nearby technicians using the Map Tech Finder feature.

About Map Tech Finder

An overview of the Advanced Filtering features available in the New Scheduler and Jobs List, covering how to apply multi-select filters, exclude values, manage Saved Views, and star favourite views…

Using Advanced Filtering in the Scheduler and Jobs List

This article contains instructions on using the Crew & Project Timeline View.

Using the Scheduler Timeline View

A collection of helpful articles where you can learn how to schedule jobs

Schedule and Dispatch

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

How to configure internal email notifications when new Requests are submitted through the Customer Portal.

Customer Portal Email Notifications

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

This article contains instructions on how to customise email templates.

Customising Email Templates

This article provides answers to frequently asked questions about the Email Template Editor feature.

Email Template Editor FAQ

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

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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