Equipment Planning

Introduction

Equipment Planning in FieldFX Schedule and Dispatch allows dispatchers and planners to assign (dispatch) equipment to jobs and then carry that equipment forward into tickets and reporting. The feature is specifically designed to manage which equipment is planned for a job and when it is scheduled to be used.

When equipment is dispatched to a job using Equipment Planning, FieldFX supports two primary outcomes:

  • The dispatched equipment can be added to tickets associated with the jobs.

  • Equipment planning data can be referenced in reports using the FX5__Equipment_Planning__c object.

Prerequisites

To setup and use Equipment Planning, you need to:

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

  • FieldFX Base Package

  • FieldFX E-Ticketing

  • FieldFX Job Scheduling & Dispatch

How Equipment Planning Works

At a high level, Equipment Planning works as a two‑step planning and execution model:

  1. Equipment is planned at the job level
    Equipment is first associated with a job by creating Equipment Planning records. This defines what equipment is expected and the date range during which it is needed.

  2. Planned equipment is then added to tickets
    Once equipment is planned for a job, it can be pulled into tickets (either in Back Office or Mobile), ensuring ticket‑level accuracy and consistency with the job plan.

This separation allows equipment to be planned once at the job level and reused across one or more tickets.

When you add a Contact (crew member) or a piece of equipment to a Job from the declarative Crew Planning section or Equipment Planning section on the Job page, FieldFX automatically copies the Job’s planned start date and planned end date to the new Crew Planning or Equipment Planning record.

If a specific crew member or piece of equipment is only planned for part of the Job’s date range, you can edit the planned start and end dates on the respective planning record after it is created.

Reporting with Equipment Planning

Planned equipment can be included in reports by referencing the FX5__Equipment_Planning__c object in FieldFX Report Templates.

Step-by-Step Guides

You can do these tasks:

Dispatch Equipment to a Job

  1. Access FieldFX Back Office.

  2. Open the Jobs tab.

  3. Open the job.

  4. Under Equipment Planning, click New Equipment Planning.

When you add a Contact (crew member) or a piece of equipment to a Job from the declarative Crew Planning section or Equipment Planning section on the Job page, FieldFX automatically copies the Job’s planned start date and planned end date to the new Crew Planning or Equipment Planning record.

If a specific crew member or piece of equipment is only planned for part of the Job’s date range, you can edit the planned start and end dates on the respective planning record after it is created.

  1. In Price Book Item, select the price book item for the equipment.

  2. Review the planned start and end dates for the equipment.
    By default, FieldFX copies the Job’s planned start date and planned end date to the Equipment Planning record, but you can change these dates if the equipment is only needed for part of the Job.

  3. Click Save & New.

  4. Repeat these steps to dispatch equipment for another job.

  5. Click Save to finish.

Each record represents one piece of equipment planned for that job and date range.

View Equipment Dispatched to a Job

  1. Access FieldFX Back Office.

  2. Open the Jobs tab.

  3. Open the job.

  4. Move down to the Equipment Planning section.

Remove Equipment from a Job

  1. Access FieldFX Back Office.

  2. Open the Jobs tab.

  3. Open the job.

  4. Move down to the Equipment Planning section.

  5. Click Del next to the equipment.

  6. Click OK.

Add Dispatched Equipment to a Ticket

You can add dispatched equipment to a ticket either in FieldFX Back Office or legacy FieldFX Mobile.

FieldFX Back Office

Use the FXL Ticket Scheduling Component on the Ticketing Scheduling Component Page in Lightning and add the Ticketing Scheduling Component.

For Lightning users, dispatched equipment is surfaced through the Ticket Scheduling Component, which references FX5__Equipment_Planning__c.

Legacy FieldFX Mobile

  1. Access FieldFX Back Office.

  2. Select Tickets on the sidebar.

  3. Select the ticket.

  4. Select Items on the sidebar.

  5. Select Add.
    Add button

  6. Select Scheduled Equipment.

  7. Select equipment.

  8. Select Add.
    Green plus add button

  9. Enter details before saving.