Each job order in FieldEx includes key information such as job type, status, assigned asset, customer site, checklist forms, spare parts, attachments, and faults. Technicians should review these details before starting work to ensure they understand what’s required and are fully prepared for the task.
Why this matters: Reviewing work order details ensures no steps are missed and helps technicians complete jobs efficiently and accurately. |
Understanding Work Order Details
Path: Home > Pending Job Orders
Open the FieldEx Mobile App and navigate to Pending Job Orders from the Home page.
Select the job you’ve been assigned to from the list of available job orders.
Review all job information, including:
Job Type and current Status
Customer and Site information
Assigned Asset details and Condition
Included Checklist forms and Attachments
Spare Parts that may be needed
Any linked Faults and expected Resolutions
Tip: Reviewing all job details before arriving at the site helps avoid missed steps and ensures you are fully prepared with the right tools, forms, and spare parts. |
Adding Attachments to Jobs
Path: Side Bar > Module > Job Order > Attachments
Easily upload attachments like documents, images, or PDFs to a job, so anyone involved can access and view them when needed.
Go to the Attachments tab.
Tap Upload.
Select the media type (e.g., document, image, PDF).
Tap Save.
View Customers from a Job
Stay connected with your customers directly from the job details screen.
To contact a customer:
Open the job you're working on.
Scroll to the Customer Details section.
Tap the customer name hyperlink to view their profile and contact info.
Why this matters: This allows technicians or planners to quickly reach out for updates, clarifications, or confirmations related to the job. |
Location Map
Easily view an interactive map of the job location directly within the app. This feature helps you quickly identify directions, landmarks, and navigate to the site.
How to view the location map:
In the Job Details screen, tap the Pin icon on the top left corner to launch the map..
Click on the icon in the map to show the direction of the job assigned and you will be redirected to your map application on your mobile device.
Filling Dynamic Forms
Path: Side Bar > Module > Job Order > Forms
Easily tailor forms within job orders to suit your business needs. These forms can be used for various purposes such as:
Site Installation
Service & Maintenance Reports
Site Inspections
Safety Checklists
Any other custom requirements
How it works:
Navigate to the Forms tab in your job order.
Select the form template needed or related for the job. (e.g., Service Report, Installation Checklist).
The technician fills out the required fields during or after completing the work.
Once done, the form can be submitted for records or approval.
Including Spare Parts (Manual)
Spare parts can be added to jobs by both Planners and Technicians, whether using the web system or the mobile app — for added convenience and flexibility.
To ensure all used materials are recorded, follow these steps to add spare parts to your job order:
Open the Job Order.
Go to the Spare Parts tab.
Tap Add Spare Part.
Note: You can also scan a QR or barcode instead of searching manually. This is especially useful when parts are pre-labeled in the system. |
Select a part from the list or search by name.
Enter the quantity used.
To add more items, repeat steps 3–5.
Tap Save to confirm once all parts are added.
Note: Refer this guide to see how a spare part can be utilised in different bins and how the feature works Utilising Spare Parts from Bins |
Including Spare Parts (QR/Barcode Scan)
To quickly add spare parts using a barcode or QR code scanner:
Open the Job Order.
Go to the Spare Parts tab.
Tap Add Spare Part, then the Scanner icon.
Scan the spare part’s barcode or QR code.
If the part has been registered in FieldEx, its details will automatically populate.
Enter the quantity used
Tap Save to confirm.
Utilise Spare Parts from My Bin Location
To use spare parts from a specific user, bin, or location:
In the Spare Parts tab, tap Utilize Spare Parts.
Choose the transfer type: User, Bin, or Location.
Select the source from the available list.
Enter the quantity you want to transfer.
Tap Transfer to complete.
Updating Fault and Resolution
A technician should be able to update the fault and resolution fields of a job after diagnosing or completing the necessary work.
After completing the job, tap Edit on the Job Order screen.
Navigate to the Fault and Resolution fields.
Select appropriate options from the picklists per whichever information is relevant to that particular job.
Tap Save to update the job record.
Why this matters: Keeping job details updated ensures clear handovers, accurate records for audits, and helps planners manage recurring issues or warranty claims efficiently. |