Fieldo – User guide
Contents
1. Stores Map ian Send Message 7 a Settings 1 Go to the Project tab Create New Project Project Name Test Project Start Date 2014 08 14 Mode Simple Mode v End Date 2014 08 14 Customer Name Andersson Y Tiis ram 09 00 Time To 17 00 1 Description This is a test project Tax Reduction Code 123 Street Address Testgatan 5 Priority Normal 1 Zip Code 12345 i i Project Type Fixed Price 1 City Testgatan 5 Price Per Hour Fixed Price 123 Testlanet 7 Incl VAT Incl Material Incl Travel Country Testland Estimated Hours 123 i i Mobile No 070123456 Comment This is a test project Customer view in App Select v Floor Plan Choose Files No file chosen ES 1 A 2 Click Start a new project 3 Fill in all required fields a Select customer b Chose Simple mode or Advance mode Simple mode for small projects ex Paint a Room all tasks will be created automatically Advanced mode is for larger projects with many tasks to be planned ex Paint a house the project manager will create the tasks manually c If you do not set start and end date you will find the project under proposal All projects where the date is not set are in proposal mode 4 Click Save Project Assign Project Name Test Project v Add New Worker Johansson v Start Date 2014 08 14 09 00 00 co End Date 2014 08 14 17 00 00 co Comment This is atest assignment Cancel Sa2. Workers 4 Customers 2 Add New f Projects Calendar amp workers in Stores Send Message 2 U0 Map settings 1 Go to the Workers tab 2 Click Add New Add New Worker Name Johansson Address Test Street 4 Password App password Zip Code 1234 Email johansson test se City Test Mobile No 070123456 State Test State Cost 123 Country Test Country Worker Skills 3 Fill in all required fields 4 Click Save Skill Set Skill Category Hantverkare Y Skill Name C M lare R rmockare Snickare v Elektriker C Kakels ttare C Golvl ggare _ Maskin Ingenj r a 5 Select a skills category 6 Select the worker s skills 7 Click Save Block Delete 8 The worker must be active in order to be able to log in to the app Activate the worker by clicking on the red button It will turn green indicating the worker is now active Done All workers you add will log in to the app with the email adress and password you gave them when you created the user Add a project Now that you have registered workers and customers you can create projects for customers and assign the projects to your workers All workers will receive a notification in the app with details on their project when they are assigned to a project Manage Projects B Overview Customers Add New Project I Assign Project I UploadProject I Complete Projects I Archive Projects FS Projects Calendar 4 Workers
3. en they input new information into the app z 6 200 EH Ir B T Send Message Map Settings 4 dsvall Karlstad V ff i J Skattkarr The project manager can also track the calendar of all workers in the calendar tab Select Language lt 4 Home Calendar Back Assign Project B Busy The Office lt gt today Jul 20 26 2014 month week day Sun 7 20 Mon 7 21 Tue 7 22 Wed 7 23 Thu 7 24 Fri 7 25 Sat 7 26 all day Workers 6am Search Worker Fam View All 8am victor Lagervall 9am i A Stephane To FM Niclas Eriksson 12pm 12 00 1 00 Maj Britt To Lunch lpm 2pm 3pm 3 00 4 00 3 00 4 00 Maj Britt Ti Fika MW Maj Britt O Fika 4pm Spm Thank you for using FielDo For any additional questions please contact us at support fieldo se
4. on guide sFielDo This is a step by step user guide for the FielDO management web page FielDO is not just a work order tool but also a communication tool Every task or activity reported in the app is visible for both the project manager and the customer And every change to a project in the management web page is visible in the app for the worker and the customer Before we jump into the guide it is good to know the key elements of FielDO Customers Suppliers Workers Employees and Projects Guide Before you can create a project and assign it to your worker you must create a customer to which the project belongs and workers to assign the project to If your project requires materials it is also good to register a supplier Therefore we start with how to add a customer Add a customer Manage Customer Overview je Customers a Add New C3 Export Customer List Export Client Project Projects 1 Calendar I Workers stores Send Message Map 2 0 D settings Go to the Customer tab Click Add new Fill in all required fields Click Save i I F Add New Customer Contact Name Andersson Address Test Street 5 Password App password Zip Code 12345 Company Name Test City Test Org Pers Number 1234 State Test State Email andersson test se Country Test Country Done You have added a new customer The next step is to add a new worker employee Add a worker Overview Manage
5. ve 5 When a project is created you will see that the project is inactive via the red circle to the left This is because the project has no workers assigned to it Click Assign Project Manage Projects Add New Project Assign Project Upload Project Complete Projects Archive Projects Project Name View Details Customer Start Date Status Project Id Company Test Project id Andersson Test 2014 08 14 In Progress 1058 AB 0 View All Images Project Assign Project Name Test Project v Add New Worker Johansson v Start Date 2014 08 14 09 00 00 co End Date 2014 08 14 17 00 00 fam Comment This is atest assignment 6 Select the project and a worker to assign the project to T Click Save Done The worker is now assigned to the project and will receive the work details location and other information necessary to complete the job The worker will also log expenses time and travel from the app which can be viewed in the project details by clicking here Project Name iew Details Customer Project Id Company Test Project Andersson Test 1058 AB View All Images Project Name Customer Name Workers Material Log Travel Log Time Log Test Project Andersson Johansson Pending For Approval Included iS Excluded From the management web page a project manager can also track the worker on the map Note workers locations are only updated wh
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