FieldWorker WebApp Configuration
This tutorial will explain how to change the settings of Connect2Field WebApp for your mobile. You can use these to turn on and off functionality and menu options.
Help @ Connect2Field ยป FieldWorker WebApp Configuration
Topics
- Getting Started 7
- My Company Setup 4
- User Setup 4
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Client Management
10
- Creating & Searching Clients in Connect2Field
- How to Delete Clients & Jobs
- Customizing the Client Section in Connect2Field
- Creating Custom Fields For Clients in Connect2Field
- Creating and Using Customer types in Connect2Field
- How to add Multiple Sites (Office Locations) to your Clients
- Example: Use Custom Fields to Quick Search Clients
- How to Book New Client Calls as Jobs
- Call History - Book Existing Client Calls/Emails in Connect2Field
- How to Manage/Bill Pre-Paid Client Contracts
-
Job Management
26
- How to Create & Dispatch New Jobs in Connect2Field
- How to setup Job Types & Default Service Notes in Connect2Field
- How to Add Job Start & Job Finish Questions
- How to Filter Job Central by Job Status
- How to view Jobs & Job Locations on a map
- Creating Recurring Jobs in Connect2Field
- How to End/Cancel Jobs from Recurring
- Viewing Master Recurring Jobs in Connect2Field
- How to Add Sub-Jobs in Connect2Field
- How to attach documents to a Job
- Using Search in Job Central
- Configure Job Card to Display Images, Start/Finish Questions & Custom Fields
- How to Print/Email a Job Card and attached images to a Job
- How To apply colors to different Job Types ?
- How to setup your Field Workers to receive Outlook Calendar Appointments
- How to Add Fields to Job Central
- Connect2Field WorkFlow / Standard Job Status - Explained
- Example: Track Job progress with Custom Status Icons
- Example: Capturing crucial Job Information using Custom Fields
- How to Archive Completed Jobs
- How to Un-Archive Jobs
- How to Change Status of Multiple Jobs
- Example: How to Charge/Bill your clients for your services using Connect2Field
- Example 1: Planning your Field Work in Advance
- Example 2: Planning your Field Work in Advance
- How to Add Discount to Jobs
-
Invoice Management
9
- How to Invoice your Customers for Service Jobs using Connect2Field
- How to Invoice Customers for Service / Labor Hours
- How to Configure Invoices
- How to show Job Details & Additional Job Information in Invoices
- Manage Client Accounts and Invoices
- How to Email Invoices to Clients
- How to bcc an Invoice Copy to your Company Email, when Invoice is sent to Clients
- How to Group & Print Multiple Invoices for a Client
- How to change Invoice Date
-
Work Force Management
7
- How to use Connect2Field's Messaging System
- Configuring SMS for Field Workers in Connect2Field
- How to Customize Email/SMS Templates for your Field Workers & Clients
- How to enable or disable Alerts to your Field Workers
- How to Re-Alert / Notify your Field Staff when a Job is re-scheduled
- GPS - Tracking your Field Staff via Connect2Field Map
- How to temporarily de-activate a Field Worker
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Mobile Field Worker WebApp
12
- Connect2Field Field Woker WebApp - Iphone Example
- FieldWorker WebApp Configuration
- Customize the Connect2Field Main Menu for your Mobile/Ipad
- Control what fields appear while selecting a job from your Mobile/Ipad
- Example: Use Tags for quick search of products in Iphone/Ipad
- How to Update Product Prices while in the Field
- How to Email Invoices to Clients while in the Field
- Example: Creating Sub-Jobs while in the Field
- How To Capture Clients Signature as Job Conformation
- Reallocate Job to a different Field Worker while in the Field
- How to Auto Populate Username/Password for your FW WebApp login on the iPhone
- How to Enable/Disable Pricing Fields for the WebApp
- Connect2Field Scheduler 5
- Inventory Management 4
- Quote Management 3
- Reporting in Connect2Field 4
- Customer Equipment Management 1
- Supplier Management 3
- Data Management 3
-
Accounts / Integration
7
- Connect2Field Accounting Connector Setup for MYOB
- Using the Connect2Field Accounting Connector with MYOB
- Connect2Field - Xero Integration
- Connect2Field - Saasu Integration - Service Invoices
- Connect2Field - Saasu Integration - Item Invoices
- Connect2Field - KashFlow Integration
- Connect2Field - Capsule Integration
- Customer Portal 3
- Case Study 1
- Connect2Field Videos 1
- About Connect2Field 1
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