Removing Appointments

Summary Appointments can be removed in the ticket editor in the appointments section as explained in the article,  Using the Ticket Editor or within the Schedule. This article will explain how to remove appointments using the Schedule.   Removing Appointments Appointments are removed in the appointment dialog. To remove an appointment, click […]

Editing Appointments

Summary Appointments can be updated in the ticket editor in the appointments section as explained in the article,  Using the Ticket Editor or within the Schedule. This article will explain how to edit appointments using the Schedule. Tip: You can quickly navigate to the ticket from the appointment dialog by clicking the  in […]

Creating Appointments

Summary Appointments can be made in the ticket editor in the appointments section as explained in the article,  Using the Ticket Editor or within the Schedule. This article will explain how to create appointments using the Schedule. Using the Ticket Search Widget The ticket search widget is always available on the schedule […]

Navigating the Schedule

Summary The schedule can be found by clicking on “Schedule” in the top navigation. The schedule shows you all of your active jobs and appointments on the calendar. The calendar is viewable by month, week, day, or list. You can change the calendar view by clicking on the different views […]

Using the Ticket Editor

Summary The ticket editor is used for editing all types of tickets within FieldTech. Depending on whether you are editing an estimate, work order, task, customer request, or invoice the editor may have additional or reduced functionality specific to that type of ticket. Below we will explain the various sections […]

Using a Template to Create a New Job Ticket

To create a new ticket from a template, expand the “Add” sub menu by clicking on the  icon in the menu bar. Find the template you wish to use and click on it to create a new ticket from the template. The ticket editor will open and your new ticket will […]

Removing a Ticket Template

To remove an existing template, expand the “Add” sub menu by clicking on the  icon in the menu bar. Find the template you wish to remove and click the edit icon  on it’s right. In the bottom toolbar expand the  group button then click “Delete”. You will be asked to confirm […]

Editing Ticket Templates

To edit an existing template, expand the “Add” sub menu by clicking on the  icon in the menu bar. Find the template you wish to edit and click the edit icon  on it’s right. Make your changes to the template. Once complete, click the  button on the right side of the bottom […]

Creating Ticket Templates

One of the most powerful features of FieldTech is that you can make your own types of tickets for the work you perform most. Estimates, work orders, and tasks can be “templated” to contain all of the information and items you normally use for a common job allowing you to […]