Home Page

Introduction

Basics

The Home page displays when you log in to FieldFX Mobile.

Getting There

  1. Log in.

  2. Select FX in the top left corner of any page.

    FXM Home page FX button

Start a New Job Button

Select + Start a New Job to add a job.

FXM Home page Start New Job btn

Sidebar

Select the sidebar buttons to do the following:

Button Action

Jobs

Open the Job Search page

Tickets

Open the Ticket Search page

Quotes

Open the Quote Search page

Work Orders

Open the Work Orders Search page

Walkthrough

Basics

Use the walkthrough to view explanations of buttons and controls available on the current screen.

Example of help text in the FX Mobile Help Tour

Using the Walkthrough

To display the walkthrough, select the help question mark button on the sidebar.

Example of the ? button to tap on a mobile device to access the FX Mobile Help

To move through the explanations of each feature, select Prev or Next.

To close the walkthrough, select End tour.

Customizing Walkthrough Text

Administrators can customize the text that displays in the walkthrough messages to conform to your processes and language.

In addition to text, the walkthrough can display images, PDFs, and videos available from a static URL.

Each stop can display multiple slides.

For details on customizing the help text, see FX Mobile Tour Builder.

Sync Button

Select the Sync button to sync changes you made since the last sync and download updates from FieldFX Back Office.

FXM Home page Sync button

The button turns into a progress bar during a sync.

FXM Home page Sync in Progress

While the data processes, the Sync button remains disabled with the message Processing Sync Packet…​

Users cannot initiate another sync until the processing completes on the previous data sync.

Device Storage

FieldFX Mobile requires sufficient available storage space on the user’s device to download FieldFX data.

If a lack of storage prevents syncing, review the content on the device and remove unneeded apps and pictures to free space.

If the devices uses more than 80% of its available storage, a warning displays on the Sync screen. Tap on the warning bar to display a tip on what to do increase available storage.

The warning message displays for users on FieldFX Mobile 4.0.1.4757 or later.
Sync Screen Storage Warning

Upload Only Button

FXM Home page Upload Only

Sync Details

Displays information about the last sync.

FXM Home page Sync Details

Select the Down arrow to view diagnostics about the data processed during a sync.

FXM Home page Sync Details progress bar

These diagnostics give you a clear picture of how your sync is progressing.

Pending File Attachments

Displays a list of files added to Jobs and Tickets created in the mobile application and not synced to Back Office.

Attachments to jobs and tickets already existing in Back Office do not display.

Images added to reports where the createAttachment attribute is set to True also display.

Pending Changes List

Displays the changes you made since the last sync ready for upload to FieldFX Back Office during the next sync.

FXM Home page Pending Changes

Version Information

Displays the web browser, FieldFX Mobile version, and release channel you are using.

FXM Home page Version