FieldFX Mobile App Ticket Page

Use the Ticket page to add and update tickets in FieldFX Mobile App.

The screenshots and graphics shown were captured from the Windows version of the FieldFX Mobile App. There may be some differences on the iPad version and the Android version.
The fields shown below can vary according to the specific page layouts used in your org. Some fields shown below may or may not be present depending on the needs in your org. For more information on page layouts, see Page Layouts
Tickets Page

Layout

Tickets in the FieldFX Mobile

Ticket Listing

This screen shows the tickets the logged in user can access.

Ticket Listing Screen
Callout Name Description

1

Search

Use this search box to search for tickets matching what is entered. Any of the columns are scanned for the matching entered term and the results. After entering the term, click /tap Enter to conduct the search.

2

Sort

You can sort the results by the following:

Portrait Landscape

  • Ticket Date

  • Status

  • Tracking Number

  • Ticket Date

  • Ticket Date

  • Status

  • Tracking Number

  • Job

  • Ticket Date

3

Column Headers

The list is shown with organized by the these columns:

Depending on the device’s orientation, the columns appear differently.
Portrait Landscape

Tickets are grouped in blocks and details appear in this format:

Date Status Tracking Number Status pill

  • Ticket Date

  • Status

  • Tracking Number

  • Job

  • Status pill*

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Ticket Information

Ticket Information

Callout

Description

1

The type of record.

2

The tracking number of the ticket.

3

The status of the ticket.

4

Back button to return to the list of tickets attached to a job.

5

Push to make a copy of the currently opened ticket.

6

Use these headings to jump to other sections of the ticket. Each ticket in FieldFX Mobile App has these sections:

Ticket Tabs
DETAILS (Default)

ITEMS

Add, edit, view, or delete ticket items on the grid if necessary.

FORMS

Attach or View FX Forms

REPORTS

Add or View HTML ticket reports.

DATAGUIDE

If the ServiceMax DataGuide package is installed, you can utilize DataGuide Forms and Report Templates.

FILES

Add or View attachments
The fields shown below can vary according to the specific page layouts used in your org. Some fields shown below may or may not be present depending on the needs in your org. For more information on page layouts, see Page Layouts

Ticket Details

This screen shows the details of the selected ticket.

Click to close or expand
The fields shown below can vary according to the specific page layouts used in your org. Some fields shown below may or may not be present depending on the needs in your org. For more information on page layouts, see Page Layouts

A ticket in FieldFX Mobile App has these sections:

Field Name Description

FX Header

For more information on configuring the FX Header, see Configure FX Header.

Ticket Date

Use the Select a date button to set the date.

Warehouse

Tap the field to select a warehouse. If you have multiple warehouses, you can use the Search for…​ field.

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Information

Category

The category for the ticket.

Notes

Tap into the field to add any notes.

The device’s on screen keyboard appears.

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Ticket Details

Work Start Date

The start and end Work Date See Use Date and Time Picker on how to set the date and time.

Work End Date

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Back Office Details

Job
(Read Only)

The name of the job for this ticket.

Office
(Read Only)

The ID for the office selected in the Office field.

Total Amount
(Read Only)

The total amount of ticket items on the ticket.

Total Cost
(Read Only)

The total cost of the ticket items.

Ticket ID
(Ready Only)

The ID for the ticket.

Tracking Number
(Ready Only)

The tracking number assigned by FieldFX.

Status
(Ready Only)

The ticket’s current status.

Geolocation
(Not Valid for Windows Devices)

When the job was created or modified, the user established the geolocation of the device at the time of creation/modification.

You device must have a GPS receiver or chip to capture the Geolocation. Geolocation aren’t supported on Windows devices and the information can’t be entered manually.

For iPads and Android tablets that have a GPS receiver, use the Map pin button to capture the current device’s GPS coordinates. You can use the Clear button to remove the Geolocation data or the Undo button.

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- Back to Ticket Screens Layout -
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Step-by-Step Guides

When dealing with Tickets using the FieldFX Mobile App, you can:

Access Tickets in the FieldFX Mobile App

You can access tickets one or two ways:

  • Tap the Menu Icon and select Tickets.

    All the tickets are listed.

  • Open a job and tap on the Tickets tab.

    All the for that job are listed.

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Add or Edit a Ticket

In the FieldFX Mobile App, you can add new ticket.

  1. Open a job from the list of available jobs.

  2. Once the job is open, tap the Tickets tab.

    The tickets attached to the open job appears.

    If the job has no tickets, No Tickets appears.

  3. Select a ticket type.

  4. Tap + Add.

    A new Ticket window appears.

    Only certain fields can be edited.

  5. Complete the different sections of the ticket.

The fields shown below can vary according to the specific page layouts used in your org. Some fields shown below may or may not be present depending on the needs in your org. For more information on page layouts, see Page Layouts

  1. When finished, click ✓ Save.

    The new ticket appears in the ticket list.

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Add Ticket Items

Click to expand

  1. To open a ticket, select Tickets.

  2. Select the ticket.

  3. Select Items on the top nav bar.

    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. Tap + Add.

    A list of available catalog items appears.

  5. Tap on checkbox next to the desired ticket item.

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

    The filters appear in the dropdown at the top of the window.

  7. Choose from the filter to select the type for the new ticket item.

    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 Equipment

    Filter to view the equipment scheduled for the job.

    Scheduled Crew

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

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

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

  9. Use the item type dropdown to select which list to pull from.

    If records of a type don’t exist, you see No results found. Add that type of record as a ticket item to the Ticket in Back Office.
    The record types shown may be different depending on how tickets are set up in FieldFX Back Office.

  10. Select the desired item or items.

    The checkbox is filled in.

  11. Tap + Add Selected at the bottom of the screen.

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

  12. Complete the fields for the new ticket item. If Yes, add the ticket item details.

    The fields shown may be different depending on how tickets items are set up in FieldFX Back Office.

  13. When finished, tap ✓ Finish.

    The Ticket Item grid shows the item you have added.

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Copy Ticket

Click to expand

  1. Open the ticket list in the FieldFX Mobile App.

  2. Tap the ✓ Select button and then select the Ticket you want to copy.

  3. Tap the Copy button to copy the ticket.

  4. Change the information in the Items Details window and tap Next to move to the next screen.

    If the ticket you copied has ticket items, you will need to alter the fields for each item to separate it from the original ticket items on the original ticket.

    A field must be changed before the Next link turns from gray to green to separate the information from the ticket being copied.
    The number of Item Detail screens depends on the layout of the ticket.

A new copy of the selected ticket (with a new tracking number) appears in the list.

Search and Sort Tickets

  1. At the main Jobs list screen, you can use the Search For…​ search field to find a job.

  2. Enter the desired text.

    The list automatically populates with jobs matching the search criteria.

  3. To sort the list of available jobs, tap in the Sort field and choose either:

    • Name

    • Tracking Number

    • Record Type ID

    • Status

    • Price Book

    • Last Modified by ID

    A blue bar next to the column indicates what is selected.

    The list of jobs sorts on the chosen option.

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