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Introduction to Fieldmagic Navigation & Search

This guide explains how to navigate and search within the Field Magic platform so you can quickly locate records, manage jobs, and streamline your workflow.

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Key Steps

1. Introduction to Navigation

• Field Magic navigation is grouped into functional areas.
• Familiarize yourself with the layout to improve efficiency.

2. Accessing the Navigation Menu

• Find the main navigation menu on the left-hand side.
• Use the hamburger icon (three bars) to expand or collapse the menu.

3. Using Global Search

• Search across the entire platform using names, job numbers, or quote numbers.
• Narrow results by specifying a module.

4. Module-Specific Search

• Enter a module (e.g., Contacts) to search only within that area.
• Type relevant details into the module’s search bar to locate records.

5. Advanced Filtering in Jobs Module

• Use built-in filters (e.g., jobs awaiting invoicing).
• For custom searches, enter field names and values (e.g., status: pending).

6. Saving Filters

• Save filters for future use by clicking the save icon.
• Assign a clear name (e.g., All Pending Jobs) and optionally share with your team.

7. Navigating Job Records

• Open a job to view details.
• Use the top navigation to move sequentially through job records.

8. Sorting Job Records

• Sort records by creation date or other fields to organize your view.

9. Understanding Contacts and Customers

• Learn the differences between leads, customers, sites, and suppliers.

10. Managing Jobs and Templates

• Access recurring jobs, job checklists, and templates for streamlined job management.

11. Creating Jobs and Quotes

• Use the wizards for quick job and quote creation.

12. Managing Assets

• Define asset types and service schedules.
• Maintain records for ongoing asset management.

13. Financial Management

• Handle customer invoices, purchase orders, and supplier invoices directly in the system.

14. User Management

• Distinguish between users and subcontractors and understand their permissions.

15. Accessing Dashboards and Reports

• Use standard dashboards for sales, job tracking, and asset visibility.

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