The FieldExpert User’s Guide provides an overview of FieldExpert, emphasizing its unique functionality. This guide familiarizes you with the user-friendly interface and functions of FieldExpert. It will help you use all aspects of FieldExpert so that you use the system in the best and most optimized way. You will be able to meet your scheduling needs with ease and confidence.
This guide contains the following chapters:
Chapter 1, Introduction – provides an overview of the FieldExpert client, including the Resource Gantt chart, Services list, Map window and more.
Chapter 2, Managing Services – provides operating procedures for handling services in FieldExpert. This chapter describes such functions as booking appointments, creating services and handling service recurrence.
Chapter 3, Managing the Schedule – provides operating procedures for using FieldExpert’ scheduling capabilities. This chapter describes such functions as scheduling services to resources, changing their status and unscheduling services.
Chapter 4, Managing Resources – provides operating procedures for handling various aspects of the resources’ schedule. This chapter describes such functions as handling resource absence requests and breaks, viewing and editing resources’ details and handling relocations.
Chapter 5, Managing Calendars – provides operating procedures for handling the resource calendars.
Chapter 6, Geocoding Services – provides information on the available geocoding services.
Chapter 7, Parts and Products – provides operating procedures for parts management.
Chapter 8, Salesforce 1 (Mobile Features) – provides information and operating procedures on the FieldExpert application on mobile devices (Salesforce1). This chapter describes such functions as FieldExpert view on mobile, handling services from the mobile and changing their statuses.