Overview
The Field Service app serves as a way for technicians to easily, quickly, and readily view their schedule and assigned work orders. In this guide, we’ll be going through how to download, log into, and navigate the app.
Prior to logging into the app, be sure that you have the Workforce > Technician platform permission assigned to your gaiia account. If you do not, it will not let you log into the app and will throw an error.
Accessing the application
Downloading the app
Our app can be downloaded directly from your phone's app store:
Logging in
If you have the Technician role assigned to your gaiia account, you’ll be able to log in following these steps:
- Input your email address.
- A confirmation link will be sent to your email address, and will be valid for the next hour.
- Clicking on the
Log Inbutton in the confirmation email will redirect you back to the app. Please note that a confirmation pop-up might ask you to accept the redirection. - Once you're logged in, you will be taken to the dashboard section of the app!
Navigating the application
Opening the hamburger menu in the top left corner will give you access to the sections described below
Dashboard
From the Dashboard, you will see a week-long view of the calendar, and any upcoming Work Orders you may have, as well as your completed ones. You can toggle through the days to view the upcoming work orders on each date, as well as the completed orders you’ve done on those days.
Depending on your schedule, you’ll also be able to set your status as either "Active", allowing for the teams dispatcher to know who is online.
To learn how to enable the tracking for the Field Service App on your device, check this article: Managing your Location Tracking
Setting your status to "Active" also enables GPS tracking. This is critical as it allows dispatch to locate their technicians.
Work Orders
From this module, you are able to view your assigned Work Orders, the time they are scheduled for, and their associated time slot. This also shows you the type of job that will need to be completed.
If you have multiple types assigned to your technician role, you may have a new one every day!
By clicking on a work order, you’ll be able to view all of the information about it, including the priority, status, customer details, work type, and notes.
Overview
From this section, you’ll be able to view the work type, the priority, the work date, and the status of the work order. As you begin your work, you can adjust the status to a variety of different statuses.
At the bottom, you’ll be able to see the Customer Details for the work order in case you need to get in touch with them, and the work location. There is also a map to help you make sure you’re at the right house!
Work Type
This tab will show the steps that you need to take in order to complete the work order.
When you select the Start Service button on the Work Type, it’ll change the status of the Work Order to “In Progress”, and lay out the steps for you to follow to ensure that you don’t forget anything, and the customer is properly serviced.
Once all of the steps are completed, you’ll be able to “Submit as Completed”. This will automatically adjust the Work Order status to “Completed”.
You will also see that on the Work Orders module, the Work Order block will now appear green, showing you at a quick glance which ones are completed.
Alternatively, you’ll also be able to see this information from the Dashboard section by clicking on the Completed tab.
Notes
Throughout the installation process, if there are any notes or attachments that you’d like to leave, you’ll be able to do so from this section!
Shifts
The final module within the app is the Shifts module. From here, you’ll be able to see what your future schedule looks like.
As you can see, this technician is scheduled 24/7, with 30 minutes that they’ll take for their break. All of this is customizable as well within gaiia if you have the necessary permissions.
Guide: Workforce Module
This article is part of a larger guide covering the Workforce Module feature
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