In this article we will cover how to provide user access to the FieldCentral Field App and the steps the user would take within the Field App upon initial setup.
Knowing these basic user steps within the Field app will be key for anyone using the app from day to day to help ensure they are communicating with those managing the schedules in the office.
In order for a crew schedule to be available within the Field App, the FieldCentral admin will first need to connect the user to the desired crew.
Within FieldCentral, the user will first navigate to Settings > User Maintenance.
Either create a new user or edit an existing one and be sure to click the “Crew” dropdown to assign that user to the desired crew.
Doing this will ensure that when the user syncs their Field App, anything placed on the selected Crews schedule for the day, will be visible to them.
Once the crew has downloaded the FieldCentral Field App from the app store, they will tap to open the app which will bring them to a screen that looks like this.
Users will first tap on the menu button in the top left corner and then select “Settings”.
Within settings they will have the following options and adjust as needed:
- Use QA Url: For HindSite employees only testing in Q/A
- Use Sandbox Url : Allows you to set up the device to sign into the Sandbox instead of the live version (Generally used for demo’s or customers just testing FC out).
- Use Fattmerchant: This allows the crew to capture credit card information from the field when timing out of a visit. (Coming soon!)
- Use Service Address: Use service address instead of Lat/Long for mapping
- Upload Device Data: Uploads the devices data so we can try to recover information from the backup (Usually done if device is stuck timed in or just having issues)
- Rebuilding: If you tap the Briefcase icon in the top right of the settings page you can use the rebuild tables function (Usually done after uploading device data or to fix being stuck timed in)
Once satisfied with the settings, navigate back to the main screen which is where the daily schedule is displayed.
To complete the app setup, users will need to tap on the cloud icon on the top right of the screen in order to Web Sync.
Here the user will provide their User ID (email address) and login credentials.
Once this information is entered the user can opt to remember login info and then save to actually complete the login process.
Once the user has logged in, they will tap the “Web Sync” button to have the assigned crew schedule update to the device.
When the user navigates back to the main screen, they will now see any visits scheduled on their crews schedule for the day.