Technician

Mobile-first steps for accepting jobs, updating checklists, and capturing proof.

Technician Essentials

Core knowledge for field technicians to operate in FieldEx.

Introduction to FieldEx Mobile App

Why FieldEx Matters to Technicians

Logging In and Navigating the App

Understanding Jobs and Work Orders

FieldEx Terminology

Managing Work Orders

Handling jobs from receipt to completion in the field.

Receiving and Accepting Work Orders

Understanding Jobs and Work Orders

Understanding Work Order Details

Checking Job History

Step-by-step Execution Flow

Updating Job Status

Completing and Closing Work Orders

Asset Interaction on the Field

Accessing and updating asset details during work

Reviewing Asset Info

Scanning Asset QR / Barcodes

Locating an Asset

Updating Asset Condition or Status

Recording Meter Readings

Check-in, Execution, and Documentation

Capturing time, proof, and reports on-site.

Check-in and Checkout at Job Location

Capturing Travel Mileage for On-Site Work

Uploading Photos

Adding Notes

Using Digital Checklists

Capturing Customer Signature

Completion PDF Review and Share

Spare Parts and Inventory on the Go

Managing and using parts while on jobs.

View Spare Parts Assigned to You

Using Parts in a Job

Barcode Scanning for Parts

Adjusting Stock or Requesting Items

Returning Unused Parts

Communication & Updates

Staying connected and informed while in the field.

Receiving Notifications and Alerts

Using Notes to Communicate

Updating Leaves

Tips, Troubleshooting, and Best Practices

Practical guidance for smooth mobile operations.

Permissions for Android & iOS

Technician Profile & Preferences

Adjusting personal and notification settings.

Updating Personal Information

Changing Language or Time Zone

Setting Notification Preferences

Resetting Passwords

Access Rights and Mobile Permissions