MY SCHEDULE

One of the most important things in managing your jobs is your "My Schedule" section of the app. The first thing that a field technician checks when they go to office is their schedule. Where should they go? Who are these clients? What should they bring? How many jobs do they need to complete for this day? There's an urgent job, who is available?. One Field technician can have so many jobs and of course you cannot expect them to remember all of these things. With the Fieldmagic mobile app, a field technician can easily view his schedule. For example, while fixing a job a client ask him to do extra job. The field technician can bring up his phone and see if he has other scheduled jobs for that day or when is the nearest date he is available. In that simple and common scenario, you will able to respond immediately to the client and reserve a schedule for that job.

ACCESSING MY SCHEDULE

My Schedule displays the user's assigned and scheduled jobs, holidays, meetings and jobs. 

  1. To view your schedule, navigate to your Side Menu. 
  2.  Tap the three horizontal lines at the upper right corner of the screen. The right side of the screen will display the list of menu options. 
  3. Select My Schedule. You will be directed to the schedule board. By default, it will display the Day View of the current day. 
mobile schedule

Tap the record menu at the upper left corner of the screen to filter the schedule view:

  • Month View-Displays your schedule for the entire month
  • Week View-Displays your schedule weekly
  • Day View-Displays your schedule daily

At the bottom part of the screen you will also notice that you also have the following features:

  • Today- Highlights your schedule for the day
  • Refresh- Refresh the schedule to make sure it is updated
  • Leave/Meeting- File for leave or schedule a meeting

Fieldmagic uses the following colour coding to mark the items in the schedule board except for the month view:

  • Blue bar- Indicates that the schedule is for a Job
  • Red bar-Indicates that the schedule is for a Holiday
  • Yellow bar-Indicates that the schedule is for Meeting
  • Green bar- Indicates that the schedule is for Leave
mobile schedule

MONTH VIEW

Tap the bar to view the details of the schedule. It will appear below the schedule board:

Month view

WEEK VIEW

Tap the bar to view the details of the schedule. It will be displayed in the pop-over window:

Week View

Tap the arrow at the upper left corner to close the window:

Mobile week view

DAY VIEW

Tap the bar to view the details of the schedule. It will be displayed in the pop-over window:

DAY VIEW

Tap the arrow at the upper left corner to close the window:

Day view

SCHEDULING A MEETING

Tap the "Leave/Meeting" at the bottom of the screen.There will be a pop-over window. Tap the Schedule Meeting:

Leave/Meeting

To add a guest, select guest type then tap "Ok". This will be the source of the populated names when you search for a guest. The available guest types are:

  • Contacts
  • Enquiries
  • Users


Meeting guest

After Selecting the type, tap the green "Guest" you will be directed to a list of names. Simply check the names to include them in the guest list then tap done. 

At the bottom of the screen you may tap the "ADD GUEST to add more guests and  "VIEW GUESTS"  to view the current list of the guest. In the view guests, you may remove a guest by clicking the "-" icon. Once clicked there will be trash can icon beside the name, tap it to remove the guest. Then Tap Done to save the changes in the guests list. 

mobile schedule meeting

Fill in the details then click Save. Refresh the schedule board to see the new meeting bar.

mobile meeting

FILING FOR LEAVE

Tap the "Leave/Meeting" at the bottom of the screen.There will be a pop-over window. Tap Leave Application:

Leave Application

Fill in the details. Select Leave Type:

  • Annual Leave
  • Half Day Leave
  • Sick Leave

Then click Save. Refresh the schedule board to see the new leave bar.

Leave Application

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Fieldmagic for Android - Requires Android
Job Management Software
5.0 ( 1 ratings )
Price: $29.00
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