FieldEx is designed to help Planners manage work orders, technicians, assets, and sites all from one centralised interface. This article introduces the layout of the system, how to move between key areas, and where to find the planning tools you'll use daily.
This article explains:
Where to find work orders, technicians, and assets
How to use the main navigation and filters
What each module is for from a Planner’s point of view
Main Layout Overview
After logging in, you'll land on the Dashboard or last visited module. The main screen layout includes:
Top Navigation Bar – Quick access to global search, notifications, profile settings, and support
Left Sidebar Menu – Main module navigation: Jobs, Assets, Inventory, Sites, Teams, Reports, Settings
Page Content Area – Dynamic views based on the module you're in (e.g., job calendar, asset list, task board)
Use the Search bar at the top right to quickly find jobs, assets, or customers by name, code, or reference ID.
Key Modules for Planners
Here’s how each module supports your role as a Planner:
Module | Planner Use Case |
Job Orders | Create, schedule, assign, and track all work orders across sites and technicians |
Tasks | Break jobs into specific technician actions, view status, add checklists or spare parts |
Technician Calendar | View daily/weekly/monthly schedules, use Smart Assign, dispatch from map |
Assets | Monitor asset condition, link jobs to assets, schedule maintenance, review lifecycle |
Sites / Projects | Track where jobs are performed, assign assets, segment teams by service zone |
Inventory | Check spare part availability, assign bins to jobs, manage technician stock levels |
Filters, Views, and Tools
Every module offers built-in filters, bulk actions, and dynamic views:
Status filters: e.g., show only “Scheduled” jobs or “Completed” tasks
Technician filters: narrow by assigned team, zone, or user
Map View: visualise jobs, assets, or teams on a live map
Calendar View: switch between day, week, and month
List View: sortable tables with bulk edit and export options
Use the “Today / Tomorrow / All” toggles on task views to filter short-term workloads and spot overdue items.
Personal Settings
As a Planner, you can customise your FieldEx experience by adjusting:
Language and timezone – for correct timestamps and field visibility
Notification preferences – choose how alerts appear (email, in-app, mobile)
User profile – update your name, photo, or contact details
Path: Top Navigation Bar > Profile Icon > Profile Settings