Field users are your employees or contractors who work at the customer site. Field users can be installers and other technicians who work on project tasks or service technicians who repair and replace the equipment via service calls.
Field users will need a D-Tools Cloud Field user account. Field User seats are available only with paid D-Tools Cloud subscriptions.
Field User functionality allows office users to share project tasks, events, and service calls with technicians and installers. Field users can see their work schedule in the Field User view on mobile devices.
Dashboard tab
The Dashboard provides the technicians with the current week's work schedule for the following:
Events - Events are project tasks scheduled for execution at the work site. The technicians will need to clock in and out of the job timer for their time to be accounted for as a time entry against the project.
Tasks - Tasks are project-related activities that don't need time spent on them to be accounted as time entries.
Service calls - Service calls are scheduled site visits to address issues identified in installed products. Technicians can track repaired, replaced, or newly added products in the Service Call workflow.
Field users can initiate the events, tasks, and service calls from the Dashboard.
Hours tab
Technicians will use the Hours tab to manually add project time entries to complete the project events if they don't want to or have not been able to use the Job Timer.
Over time, this tab will display both manual and Job Timer entries that the technician has created for projects.
Schedule tab
The Schedule tab displays a combined weekly calendar of project events and service calls assigned to the technician.
Service calls show a "Wrench" icon. With different coloring used for project events and service calls in the Office User view, the technician can quickly differentiate between project events and service calls.
Technicians can select a specific day from the date selector and view the details of events or calls by clicking on them.
Projects tab
In the Projects tab, the technician can view all projects to which they are assigned, regardless of whether a task or event has been assigned to them.
Projects listed here are categorized by the Project stages configured in the Office User view.
