Field Service starter
Job sheet
Give the engineer everything for a visit: the job, site, appointments, equipment, work plan, parts and a record to fill in.
- Work Order
- Field Service
3 pages, as Docable made them from sample records with the HelioGrid sample brand. The company, people and figures are made up.
- Page 1
- Page 2
- Page 3
A job sheet (work pack) on a Work Order: a title panel with the job number, planned time, engineer and a priority badge; the job number as a barcode and a QR code to the record; a red box for high-priority jobs; the customer, site and job; what to do; photos of the site from earlier visits (only when there are some); the booked appointments; the equipment on site with a picture of each item; the work plan as tick-box steps (left out in an org without work plans); the parts to take with a Packed tick box (left out without Field Service inventory); fillable fields to record the visit; and the engineer's and customer's signatures.
Needs Field Service in the org; shows more when Work Plans or Field Service inventory is on.
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