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  • Features
    • Column
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    • Column
      • Text
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      • Dispatch Board
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    • Column
      • Text
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      • Job
      • Equipment History
      • Text
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    • Column
      • Text
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      • Twilio SMS
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      • Text
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      • API Integrations
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Quick Start Guides

11
  • Getting Started
    • Installing the FieldAx Package
    • Pre-Installation Requirements
  • Essential Setup
    • Troubleshooting Common Dispatch Board Issues
    • Set Up Assignment Colors
    • Set Up Dispatch Board Views
    • Set Up Dispatch Board Columns
    • Configure Inventory Locations
    • Configure Job Status and Categories
    • Configure Job Types
    • Set Up Regions
    • Set Up Users

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6
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  • Create Service Engineers
  • Workforce Overview

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11
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  • Add Account Communication Log
  • Add Contacts to Account
  • Create Customer
  • Customers/Accounts Overview

Job Management

6
  • Get Ready for Scheduling with Dispatch Board
  • Job Reports and Analytics
  • Troubleshooting Assignments
  • Dispatch Service Engineer
  • Create/Schedule Job
  • Job Overview

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11
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Inventory Management

12
  • Inventory Reports and Analytics
  • Inventory Best Practices
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  • Transfer Parts
  • Raise Product Request
  • View Stock Details
  • Inventory Reports and Analytics
  • Troubleshooting Inventory Common Issues
  • Inventory Best Practices
  • Create Serialized Inventory
  • Inventory Overview
  • Create Inventory Records

Billing

6
  • Troubleshooting Invoice Issues
  • Invoice Best Practices
  • Invoice Tracking and Management
  • Preview and Send Invoice
  • Create Invoice
  • Invoice Overview
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  • Best Practices for Workforce Setup

Best Practices for Workforce Setup

Data Accuracy

Essential Practices

  • Keep contact info current
  • Update skills regularly
  • Document all training
  • Review quarterly

Employee Development

Support Growth

  • Regular skill assessments
  • Training opportunities
  • Career path discussions
  • Mentorship programs
  • Recognition systems

Troubleshooting Workforce Issues

Common Problems

Engineer Not Available for Dispatch

  • Check active status
  • Review time off records
  • Confirm GPS settings

Skills Not Matching Jobs

  • Verify skill names exactly match
  • Check proficiency levels
  • Confirm certification dates
  • Review job requirements

Training Not Updating Skills

  • Ensure training linked to skills
  • Check effective dates
  • Verify approval status
  • Update proficiency manually

Integration with Operations

Dispatch Integration

Workforce setup affects dispatch:

  • Available engineer
  • Skill-based matching
  • Travel time calculation

Reporting Integration

Workforce data drives:

  • Utilization reports
  • Training compliance
  • Skill gap analysis
  • Performance metrics

Next Steps

With workforce configured:

  1. Set Up Inventory – Assign trunk stock
  2. Configure Dispatch Board – Set up views and filters
  3. Test Assignments – Verify skill matching works
  4. Train Engineers – On mobile app usage

A properly configured workforce ensures optimal service delivery, compliance with regulations, and employee satisfaction while maximizing operational efficiency.

Updated on 07/10/2025

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