FSM Dashboard

Created by Binita Goswami, Modified on Wed, 22 May at 5:17 PM by Binita Goswami

Here is a video of the FSM Dashboard:


  1. In order to view the job dashboard you have to click on the Field Service Heading on the left side of the screen

  1.  After clicking on field service, you have to click on “Dashboard” sub-header


  1. You will reach the job dashboard and see the below screen. You can create jobs, see the job list, create invoice, add contacts, make change requests, add purchase requests and so on through this dashboard


  1. You also have the option to see total jobs in hand, the emergency jobs, requests, invoices, purchase orders & Invoices. One can also set the start and end timeline to view these data 

The above report also shows the total, open and closed data of any particular tab above.


  1. You also have a drop down menu to check jobs for the week or the day

  1.  You can also see the jobs for the week, pending and late jobs 


  • Jobs for the week

 

  • Pending Jobs


  • Late jobs



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article