| Welcome to FieldOne™ |
| Administration Guide |
 | Learn about FieldOne™ Requirements |
| Install the Application |
| Initial Install, First Machine |
| Database - Default |
| Database - Customize Your Own |
| Multiple Client Machines |
| Enable Server for Multiple Users |
| Install via Application Setup Wizard |
| Install via Web Deployment Shortcut |
| Futher Connection Questions |
| Connect from Remote Locations |
| Change Server Location |
| Troubleshoot Client Connections |
| Set up Your Company |
| Register Your Company with FieldOne Systems, LLC. |
| Import Existing QuickBooks® Data |
| Configure Company Controls |
| Back Up Data Regularly |
| Check for Updates to FieldOne™ |
| Basic Working Procedures |
| Customers and Job Sites |
| Customers |
| Create a New Customer |
| Display the Customer Details Screen |
| General Tab |
| Detail Tab |
| Alt Contact Tab |
| Payment Info Tab |
| Special Pricing Tab |
| Job Sites Tab |
| Web Portal Tab |
| Display the Customer Snapshot Screen |
| Edit Customers |
| Understand the Customer Snapshot |
| Create Customer Statements |
| Job Sites |
| Create a New Job Site |
| Display the Job Site Details Screen |
| General Tab |
| Alt Contacts Tab |
| Residents Tab |
| Different Billing Address Tab |
| Display the Job Site Snapshot Screen |
| Select Customer and Job Site Screen |
| Quick Add Customer and Job Site Screen |
| GeoCode Job Sites Screen |
| Work Orders |
| Work Order Process and Work Flow |
| Work Order Types |
| Work Order Status |
| Process a Service Call |
| Create a New Service Call |
| Navigate New Service Call Screen |
| Specify Service Call Information |
| Specify Problem Details |
| Create Service Schedule |
| Use Routing Optimization |
| Describe Service Call Problems |
| Schedule the Service Call |
| Invoice the Service Call |
| Reopen the Service Call |
| Process an Estimate/ Project |
| Create a New Estimate/Project |
| Navigate New Estimate/Project Screen |
| Define Project Estimate |
| General Sub-Tab |
| Job Stages Sub-Tab |
| Estimate Items Sub-Tab |
| Copy Estimated Items between Projects |
| Copy Estimated Items between Job Stages |
| Payment Plans Sub-Tab |
| Change Orders Sub-Tab |
| Revisions Sub-Tab |
| Summary Sub-Tab |
| Print the Estimate |
| Print Estimate Worksheet for Field Technician |
| Activate a Project |
| Deactivate an Estimate |
| Create the Project Schedule |
| Record Actual Items Used |
| Manage Change Orders |
| Invoice the Project |
| Display Work Order Details Screen |
| Header Section |
| General Tab |
| Problems or Estimate Tab |
| Schedule Tab |
| Mini -Schedule Board |
| Recurring Schedules |
| Items Tab |
| Items Tab Navigation |
| Items Tab - Parts |
| Items Tab - Labor |
| Items Tab - Line Groups |
| Cost Tab |
| PO Requisition Tab |
| Requisition List Sub-Tab |
| Template Sub-Tab |
| Requisition Notification Sub-Tab |
| Job Stages Sub-Tab |
| Links Tab |
| Feedback Tab |
| Manage the Work Order |
| Lookup Service Requests |
| Switch between Service Call and Project |
| Change Customer or Job Site |
| Process Parts Requirements |
| Print Work Order Report |
| Close a Work Order |
| Cancel a Work Order |
| Reactivate a Work Order |
| Service Agreements |
| Set up Agreement Types |
| Create an Agreement |
| Display the Agreement Screen |
| General Tab |
| Details Tab |
| Charges Tab |
| Equipment Tab |
| Pricing Tab |
| Coverage Tab |
| Billing Tab |
| Scheduling Tab |
| Work Orders Tab |
| Invoices Tab |
| Summary Tab |
| Print Service Agreement |
| Activate the Agreement |
| Cancel an Agreement |
| Pricing |
| Basic Pricing |
| Special Purpose Pricing |
| Job Types |
| Specific Items - Parts and Labor |
| Customers |
| Discounting Methods |
| Parts Discounts |
| Labor Discounts |
| No-Charge Agreement Coverage |
| Advanced Pricing - Background |
| Rules of Pricing |
| Pricing Tables |
| WO General Tab |
| WO Items Tab - Parts |
| WO Items Tab - Labor |
| Schedule Board |
| Overall Navigation |
| Terminology - Schedule Concepts |
| Mouse Maneuvers - Schedule Navigation |
| Bottom Screen - Control Bars |
| Right Panel - Schedule Navigation |
| Schedule Selection Tools |
| Time Periods |
| Time Scale |
| Day View |
| Week View |
| Work Week View |
| Month View |
| Column Controls |
| Select Technicians to Display |
| Select Number of Visible Columns |
| Select Column Order (Technician Layout) |
| Dates - Calendar Navigator |
| Group-By: Date or Employee |
| Other Schedule Board Tools |
| Unassigned Column |
| Company Working Hours |
| Technician Working Hours |
| Technician Display Color |
| DataView Format |
| 24-Hour Military Format |
| Manage Layout Views |
| Create a Layout View |
| Delete a Layout View |
| Rename a Layout View |
| Perform Schedule Tasks |
| Schedule a Work Order |
| Manage Open Work Orders / Slots |
| Work Order Type |
| Slot Type |
| Get Driving Directions |
| Rearrange with Route Assistant |
| Print Employee Daily Route Report |
| Print the Schedule Board |
| Post Multiple or Single Schedule Slots |
| Understand Posting Schedule Slots |
| Use Post Schedule Slots Screen |
| Record Parts while Posting |
| Create an Invoice while Posting |
| Print Work Order Report after Posting |
| Perform Schedule Slot Tasks |
| Create a Schedule Slot |
| Delete a Schedule Slot |
| Monitor Schedule Slot Status |
| Change Schedule Slot Details |
| General Tab |
| Items Tab |
| Customer Signature Tab |
| Capture Signature from Schedule Slot |
| Send SMS Message from Schedule Slot |
| Access Work Order from Schedule Slot |
| Complete a Schedule Slot |
| Use Other Schedule Slot Controls |
| Mouse Maneuvers for Schedule Slots |
| Multiple Assignments for Schedule Slots |
| Recurring Schedule Slots |
| Schedule Slot Details Panel |
| Technician Routing |
| GPS Vehicle Routing |
| Sample GPS Trip Detail Report |
| Sample GPS Speed Violation Report |
| Sample GPS Sensor On-Off Report |
| Customer Equipment |
| Create Customer Equipment Entries |
| Display the Customer Equipment Screen |
| General Tab |
| Sub-Items Tab |
| Sub-Equipment Tab |
| Work Orders |
| Customer Invoices |
| Invoice a Service Call |
| Invoice a Fixed-Amount Project |
| Invoice a Service Agreement |
| Create a Manual Invoice |
| Display the Invoice Screen |
| General Tab |
| Details Tab |
| Invoice Note Tab |
| Payments Tab |
| Void an Invoice |
| Clear Invoice for Rebilling |
| Print an Invoice |
| Create an Invoice Payment |
| Customer Payments |
| Create and Print Credit Memo |
| Create a Customer Payment |
| Display the Customer Payment Screen |
| Process Credit Card Charges |
| Counter Sales |
| Inventory Management |
| Vendors |
| Manufacturers |
| Warehouses and Trucks |
| Parts |
| Display Parts Details Screen |
| General Tab |
| Stock Tab |
| Serial No. Tab |
| Vendor Pricing Tab |
| Vendor Catalog Tab |
| Kit Details Tab |
| Kits Detail Display |
| Kit Pricing |
| Kit Inventory Impact |
| Custom Fields |
| Display Parts Snapshot Screen |
| Control Inventory Valuation |
| Transfer Parts Inventory |
| Check for Low Inventory |
| Modify Bulk Parts |
| Import Vendor Catalog |
| Use Bar Code Scanner for Parts |
| Purchase Management |
| Purchase Order Requisition |
| Assign Employees to PO Requisitions |
| Create a PO Requisition |
| Display PO Requisition Screen |
| New item |
| Approve/Decline a PO Requisition |
| Process Parts for PO Requisition |
| Purchase Quote |
| Create a Purchase Quote |
| Display the Purchase Quote Screen |
| General Tab |
| Vendors Tab |
| Parts Tab |
| Pricing Tab |
| Create POs Tab |
| Print Purchase Quote |
| Purchase Orders |
| Display the Purchase Order Details Screen |
| General Tab |
| Detail Tab |
| Parts Tab |
| Receipts Tab |
| Bills Tab |
| Approve Purchase Order |
| Print Purchase Order and Worksheet |
| Cancel Purchase Order |
| Receive Purchase Order Items |
| Enter a PO Receipt |
| Display the PO Receipt Screen |
| Record Vendor Bills |
| Enter a Vendor Bill |
| Display the PO Bill Screen |
| PO Returns |
| Create Return PO |
| Record Vendor Receipt |
| Record Vendor Credit Memo |
| QuickBooks® Integration |
| QuickBooks Requirements |
| Steps to Import from QuickBooks |
| Items Imported from QuickBooks |
| Customers and Jobs |
| Invoicing and Accounts Receivable |
| Inventory and Purchases |
| Employees |
| General Ledger Accounts |
| Link Records Created in QuickBooks |
| Steps to Synchronize to QuickBooks |
| Synchronize Customer Invoices |
| Synchronize Customer Payments |
| Synchronize Employee Time-Sheets |
| Synchronize Vendor Bills |
| Synchronize using QuickBooks Classes |
| Understand QuickBooks Naming Exceptions |
| Modify Exceptions after Synchronize |
| Compare Import and Synchronize |
| Employees |
| Set up Employees |
| Display the Employee Screen |
| General Tab |
| Details Tab |
| Alt Contacts Tab |
| Security Tab |
| Crew Tab |
| Work Days |
| Contact List |
| Notes and Attachments |
| Notes |
| Attachments |
| Tasks and Alerts |
| Set up Tasks and Alerts |
| Receive Alerts |
| Take Charge of Alerts |
| Record Logs |
| Office Manager |
| Customers Overdue Tab |
| Billing Manager Tab |
| My Tasks Tab |
| Open Estimates Tab |
| Schedule Manager Tab |
| Unscheduled Work Orders Sub-Tab |
| Uncompleted Slots Sub-Tab |
| Unposted Slots Sub-Tab |
| Agreement Schedules Sub-Tab |
| Invoices To-Print Tab |
| Work Orders In-Progress Tab |
| Agreements Tab |
| Agreements about to Expire Sub-Tab |
| Agreements Expired Sub-Tab |
| Low Inventory Tab |
| Parts Expected Tab |
| Open PO Quotes Tab |
| PO Requisitions Tab |
| My PO Requisitions Sub-Tab |
| Awaiting Approval Sub-Tab |
| Awaiting Processing Sub-Tab |
| Dynamic Reports |
| Accounts Receivable |
| Equipment |
| Work Order |
| Agreement |
| Inventory |
| Employees |
| Accounting |
| Lists and Tables |
| A/R (Accounts Receivable) Setup |
| Customer Types |
| Payment Terms |
| Contact Types |
| Campaigns |
| Campaign Types |
| Equipment Setup |
| Equipment Types |
| Sub-Item Groups |
| Work Order Setup |
| Work Order Types |
| Sub Status Descriptions |
| Problem Codes |
| Labor Codes |
| Labor Rates |
| Parts Markups |
| Schedule Priorities |
| Change Order Reasons |
| Line Group Types |
| Agreement Setup |
| Agreement Types |
| Inventory Setup |
| Part Categories |
| Part Subcategories |
| Units of Measure |
| Vendor Types |
| Part Locations |
| Purchase Order Types |
| Ship Via Types |
| Employee Setup |
| Employee Titles |
| Employee Status |
| Employee Pay Types |
| Employee Skills |
| User Groups |
| Accounting Setup |
| GL Accounts |
| Tax Codes |
| Tax Groups |
| General Company Settings |
| Company Branches |
| Company Departments |
| Company Web Portal |
| Getting Started - Web Portal |
| Portal Setup Wizard |
| Portal Web Login |
| Portal Welcome Page |
| Portal Security Controls |
| Portal Information Types |
| Portal Transactions |
| Portal Notes and Feedback |
| Portal Email Notifications |
| Portal Screen Controls |
| Quick Text |
| Task Types |
| Email Templates |
| Custom Imports |
| Company Preferences |
| General Tab |
| Entity Names Tab |
| Accounting Tab |
| Schedule Board Tab |
| Part Options Tab |
| Purchasing Tab |
| Work Order Tab |
| A/R Tab (Accounts Receivable) |
| QuickBooks Tab |
| Features Tab |
| Starting Numbers Tab |
| Custom Fields Tab |
| Required Fields |
| Email Settings Tab |
| Credit Card Processing Tab |
| GPS Settings Tab |
| Customer Portal Tab |
| Security Tab |
| Misc Tab |
| Backup Tab |
| System Reports Tab |
| User Options |
| The User Interface |
| Main Work Screen |
| Top Menu Bar - File, Tools, Windows, Help |
| 2nd Menu Bar - Working Procedures |
| Left - Task Panels with PIN Icon |
| Arrival Screen |
| Bottom Tabs for Navigation |
| Bottom Status Bar |
| Single-Page Screens |
| DataView Screens |
| DataView Screen Elements |
| Search Panel Fields |
| Column Headers |
| Sort, Move, and Resize Columns |
| Start Filter Logic |
| Add Group By Box Header |
| Detail Lines - Rows |
| Customize Bar |
| Summing Footers |
| Data Entry Icons |
| Paging and Scrolling Icons |
| DataView Menu Functions |
| Field Chooser |
| Date/Time Handling |
| Print DataView |
| Export DataView |
| Save and Reuse Layouts |
| Mail Merge |
| DataView Screen Types |
| Direct Data Entry |
| Detail Display |
| Large and Small Lookup Screens |
| Large Lookup, Add or Edit |
| Small Lookup, Add or Edit |
| Field Select Boxes |
| Simple Lookup Box |
| Lookup Combo Box |
| Pop-Up Lookup Combo Box |
| Progressive Lookup Box |
| Search and Open |
| Multiple Parts Checkoff |
| DataView Reports |
| System Reports |
| Existing Custom Reports |
| New Custom Reports |
| Modify Custom Report |
| System Report Templates |
| Word Processor Utility |
| General Controls and Tips |
| Windows-style Controls |
| Screen Helpers |
| Field Helpers |
| Key-match Search in DataView |
| Keyboard Shortcuts |
| PRINT Confirmation Screen |
| Barcode Scanner for Parts |
| Date, Time and Currency Formats |
| Error Messages |
© 2002 - 2010 by FieldOne Systems, LLC., all rights reserved