Equipment Planning

Introduction

The Equipment Planning features gives you the ability to dispatch equipment to jobs.

When you dispatch equipment to a job, you can:

Add the equipment to tickets for the job
Add equipment planning to reports in Report Templates by referencing FX5__Job_Equipment__c

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	FX Schedule & Dispatch minimum permissions	Set up the FX Schedule & Dispatch module

Have these permissions

Complete these tasks
and review these topics
before continuing

Steps to dispatch equipment:

Add equipment planning records for a job.
Use the FXL Ticket Scheduling Component and add the Ticketing Scheduling Component.
To add dispatched equipment to a ticket, use the FX5__Equipment_Planning__c API Object to add the equipment.

You can do these tasks:

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

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

To add dispatched equipment to a ticket, use the FX5__Equipment_Planning__c API Object to add the equipment.