Navigating the menu

Summary The FieldTech menu is atop of your screen at all times. When using your desktop computer or tablet the menu items are displayed horizontally across the menu. On your mobile phone the menu can be expanded by tapping the  button in the top right corner of your phone screen. The […]

Understanding Tickets

Summary Tickets are at the center of the FieldTech workflow. Tickets can contain items, attachments, comments, and links to other tickets that it is related to. There are many different types of tickets with specific features and functionality but they all share the basic format of a ticket. Types of […]

Navigating the Dashboard

Summary The dashboard is your home page in Service Crews. The dashboard contains helpful sections called widgets that can give you quick information about the days work or help you to quickly navigate to important tickets or customers. My Tickets Widget This widget shows you open and in process tickets […]

How do I update an employee’s profile photo?

All user profile settings are managed on your employee’s user profile page. As an administrator you can edit your employees user profiles including updating their profile photo.   Employee profiles are accessible in the Users section  of the menu on your tablet or desktop computer or by expanding the menu on […]

How do I update or reset an employee’s username?

All user profile settings are managed on your employee’s user profile page. As an administrator you can edit your employees user profiles including resetting their username. Employee profiles are accessible in the Users section  of the menu on your tablet or desktop computer or by expanding the menu on your phone  and […]

How do I update or reset an employee’s password?

All user profile settings are managed on your employee’s user profile page. As an administrator you can edit your employees user profiles including resetting their password. Employee profiles are accessible in the Users section  of the menu on your tablet or desktop computer or by expanding the menu on your phone  and […]

How do I add or update my profile photo?

Updating your profile photo is done on your user profile page.   Your profile is accessible in the settings menu  on your tablet or desktop computer or by expanding the menu on your phone  and tapping on settings. 1) Click on your current profile photo. If you are adding your photo for […]

How do I update my username?

Updating your username is done on your user profile page. Your profile is accessible in the settings menu  on your tablet or desktop computer or by expanding the menu on your phone  and tapping on settings.   Type your new username in the username field. Press the save button .  

How do I update my password?

Updating your password is done on your user profile page. Your profile is accessible in the settings menu  on your tablet or desktop computer or by expanding the menu on your phone  and tapping on settings.   Type your new password in the password field. Confirm your new password by retyping it […]