FieldSkill Video Tutorials

1. Creating a Client Request

The whole business workflow starts with a client requests for a service or a maintenance. FieldSkill provides quick insight into the nature of requests and their outcome per client, his or her assets or properties. You can easily manage client requests from Client Requests screen. You can create or edit the existing request that the client made himself, schedule jobs based on existing client request, assign staff, engage clients in discussion about service, track costs and many more.

2. Adding an Asset

After creating Client Request and a Client what you need to do is to fill in your data. Add your clients’ assets, asset types, their properties and all the other records that you’ll need to organize your business. Keeping the record of your clients assets will help you know what kind of maintenance is needed and what parts should technician bring with, in case of machine breakdown or scheduled maintenance. This will increase your first time fix rate 

3. Scheduling a Job

Job is a set of instructions for a technician to go on the field and perform services and tasks. Job can be assigned to one or multiple technicians if they work as a team or the situation requires more than one technician. There are three types of a job: maintenance, service, recurring maintenance. You can assign multiple technicians to the job. Only when all of them submit their work you can complete the job. Usually the job owner completes the job.

4. Adding Work

Work records are always related to a Job and they are a recording of performed work on the field. They track performed services, spent materials and labour hours. If a Job was performed by multiple technicians each one of them will create separate Work record. This allows you to track performed work for each technician. The only way to add work is through Job for which you want to create Work records.

5. Generating an Invoice

You can easily generate invoices from your finished jobs. Just go to the invoices screen by choosing invoices in left side menu and you’ll be presented with the list of already created invoices. When generating invoice, select one or more jobs you want to generate invoice from. Once invoice has been generated you can add or remove items or change invoice items parameters. When the invoice is marked as “sent” it cannot be edited any more.

Start your 1 MONTH FREE TRIAL and see for your self how business management can be an easy thing to do!