Required parts are managed in Service Type object. In order to manage the parts associated with a service, you need to access FieldExpert Admin and select “Service Type” Tab. After selecting the relevant Service Type, you need to click on the “New Service Type Required Prodcuts” button, and fill-in from the Lookup the Product with […]
The ability to control the scheduling and opimization mechanism to in-favor close location employee is derived from Scheduling Policy and “Minimize Travel” objective. First, we need to add the “Minimize Travel” objective to the solution configuration: 1. In FieldExpert Admin go to “Service Objectives” tab. If you don’t have a “Minimize Travel” objective, click on […]
A Scheduling Policy is an assembly of rules and objectives: * Rules define what resources will be considered candidates to a specific service. – For example “Match Location rule” defines that only resources using the same location as the service will be considered for scheduling. * Objectives define how to prioritize eligible resources as candidates […]
The Status dictionary settings should be used if you would like to make changes to the Status Picklist field on the Service object and fill-in different status values. Then you can use the dictionary mapping tool to specify the behavior for each picklist entry. You can read more about this option Here .
FieldExpert supports Parts management solution that allows you to manage your inventory via standard Salesforce Product object, with the ability to specify what is the stock each field employee carries in his van and what is the daily demand (i.e. parts linked to Service-Type object and Service object). At the end of the service delivery […]
Sure. It is recommended first to decide which object you are going to import this information to and how that will connect to the Account, and then to use any data loader tool (i.e. https://dataloader.io/ ) for an upload from a csv template or Excel.
User Location is an object which helps you control which user has access to see information in which Location, so you should add such object for every user who wishes to see a specific location. Child Locations are simply Location objects that have a parent location and so they appear in an hierarchical manner in […]
Creating a new Location object for each area is the right thing to do. In order to view these on the Gantt you will need to add a user location object for each user who wishes to view information for this location and make sure to load it in the Gantt view in the Filter […]
The Gantt shows the time according to the user who is viewing it. In order to manage the display of the hours over the Gantt properly, you need to access the user settings and change the user’s time zone to match with the Location your user is affiliated with. The display of the hours over […]
Salesforce1 mobile application is available for downloading from Itunes or Google Play. To define and start using it, you need to go to Setup – Mobile Navigation and specify the tabs which will be visibile.