Ticket Item Wizard

Introduction

Use the Ticket Item Wizard to add ticket items in FieldFX Mobile.

Prerequisites

To use the Ticket Item Wizard, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

Getting There

Open a ticket in FieldFX Mobile, select Items on the sidebar, and select Add.

Item Type Filters

  • Use the Item Type filters to filter records by type.

    Item Type filters
  • Here are the default filters:

    Filter Description

    Quote

    When you add price book items to a quote, you can only select them from the Quote list.

    Quote items from the quote used to create the job

    Price Book

    Price book items in the job’s price book

    People

    Contacts linked to labor catalog items in the job’s price book

    Equipment

    Equipment linked to equipment catalog items in the job’s price book

    Scheduled Crew

    Crew dispatched to the job

    Scheduled Equipment

    Equipment dispatched to the job

Filter tabs display if there is a result to show to the user.

If the filter list is empty or the user does not have permission to the result list, the tab does not display.

Record Type Filters

  • Use the Record Type filters to filter items by record type.

    List of record types to select from
  • The Record Type filters change based on the Item Type filter you select.

Items List

  • The Items list displays the items you can add to the ticket.

    Example of a list of items in FieldFX Mobile
  • The Items list changes based on the Item Type and Record Type filters you select.

Price Book Item Type

  • Change sort to any displayed column

  • Use the Sort control button on the top right to change the column used for sorting:

    Sequence Number selection button
    • Select the field label to display a list and select a different column to use for sorting.

    • Select the arrow on the control to toggle between ascending and descending order.

Searching for Items

  • Use the Search field to do a keyword search for specific items.

    Example of keyword search in an item grid in FieldFX Mobile
  • When you do a keyword search and only one item displays in the results, select the Quick Add button to add the item to the ticket.

    System administrators can disable the Quick Add button using an FX Setting.

    Example of the Quick Add button added to FieldFX Mobile

Step-by-Step Guides

You can:

Add Ticket Items in FX Mobile

Click to expand, click again to collapse
  1. To open a ticket, select Tickets.

  2. Select the ticket.

  3. Select Items on the sidebar.

    If any items exist on the ticket, they would appear in a grid.

    If no items exist on the ticket, No Ticket Items appears on the screen.

  4. Select Add a new item icon.

    The Ticket Item Wizard displays.

  5. Select from the category to see the list of ticket items matching that category.

    The filters along the top display the available ticket items.

    1. Choose from the filters for the item type you can add.

      The categories shown may be different depending on how tickets are set up in FieldFX Back Office.
      Table 1. Ticket categories
      Item Type Description

      Price Book

      Filter to view price book items records in the job’s price book.

      Use the All, Equipment, Labor, Services, or Supplies entry on the side to further filter the price book items by record type.

      People

      Filter to view contact records linked to the labor catalog items in the job’s price book.

      The contacts can be organized by their location which appears on the side.

      Equipment

      Filter to view the equipment records in the job’s price book.

      The equipment records can further be filtered and grouped by category on the side.

      Scheduled Crew

      Filter to view the crew records scheduled to work on the job.

      Scheduled Equipment

      Filter to view the equipment scheduled for the job.

  6. To quickly locate an item, use the keyword search bar.

    As you type in characters, tickets that match appear in the list.

  7. Select an item type.

    Item item filter selection

    The item types shown may be different depending on how tickets are set up in FieldFX Back Office.
  8. Select a record type.

    Record type list

    The record types shown may be different depending on how tickets are set up in FieldFX Back Office.
  9. Select the desired item or items.

    Selecting ticket items gif

    The item has a selected icon Selected icon.

  10. Select Add to finish.

    Child items get added automatically when you add their parent item.
  11. Select Yes or No to add details for the item before its saved.

    If Yes, add the ticket item details.

    The Ticket Item grid shows the item you have added.

Add Ticket Items from a Hierarchical Price Book within FX Mobile

Click to expand, click again to collapse
  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select Blue add button.

  5. Perform a keyword search to locate the items and select Show More from Extended Price Book.

    FieldFX Mobile Extended Items example

  6. Select items.

  7. Select Green add button.

    Child items get added automatically when you add their parent item.

Add Quote Items to a Ticket in FX Mobile

Click to expand, click again to collapse
  1. Select Tickets on the sidebar.

  2. Select a ticket for a job created from a quote.

  3. Select Items on the sidebar.

  4. Select Add button.

  5. Select the Quotes Item type.

    When adding quote items, the other item types can’t be selected to add to the ticket.

    And when adding price book items to a quote, only items from the quote list can be selected.

  6. Select Quote item.

  7. Select Green Add button.

    Child items get added automatically when you add their parent item.
  8. You can also add the details before saving.

Add Child Ticket Items in FX Mobile

Click to expand, click again to collapse
  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select a dynamic parent item.

    Enable Dynamic Parenting must be selected in the linked Price Book.
  5. Select Update gear button.

  6. Select Add Child Items.

  7. Select child items.

  8. Select Green add button.

  9. At the confirmation to add details before saving each ticket item, select YES (to add the details) or NO (to continue adding them).

    The ticket grid appears showing the ticket items as a child item underneath the parent item.

    Child Item displayed in the Ticket Grid
    • You can also enter details before saving.

The child items display below the parent item.

Items with a parent and children