Field Ticket Documents (FT Docs)

This article will cover how automatically send inspections with a Field Ticket.

Automatically send inspections for Job Site, Equipment, and Outside Equipment with your Field Ticket.

Start by setting up your inspections, for more information on inspections use this link:https://help.cenpoint.com/docs/inspection?highlight=inspections

Set up the FT Docs setting in branch settings on the Portal https://portal.cenpoint.com/signIn  go to ‘More' ->Company Branch setting→ Modify branch→ Customer Portal

These settings are only available under Company Branch on the Portal.

Select the documents you would like to send with the Field Ticket. This will create the default settings for your jobs and customers.

You will next select what email the FT Docs will send from, and the link expiration.

The email must be an email for a user in CenPoint. If needed, you could create a new user and assign them the email you want the documents sent from.

Ie… User: Documents   Email: documents@business.com

The FT Docs will come from the email you set in Company Branch settings and not the technician’s email.

Now you may want to ‘Apply to All’ and set the FT Docs settings to either All Customers, or All Customers and Jobs.

On the job you can see what docs are going to be included with the Field Ticket and can be changed/unselect for this job if applicable.

To ‘Bulk’ add these setting to each job use Apply to All under company branch on the Portal

(These settings are the default settings from the branch.)

On the desktop the FT Doc settings are found under Add’l Info→ FT Doc Settings

Set up Customers for FT Docs

Set up the customer contact who will receive the FT Docs

On the Portal go to Customers→ Modify customer add or edit a contact and check the FT Doc Contact Box.

This will be sent via email, so you will need to have an email for the FT Docs contact.

On the desktop go to Customers→Modify customer, add or edit a contact and check the FT Doc Contact Box.

This will be sent via email, so you will need to have an email for the FT Docs contact.

Under ‘Misc’ on the Customer you can select the FT Docs settings you want for that customer.

Use the Apply to All under company branch to ‘Bulk” do this for all customers.

Under ‘Misc’ on the Customer you can select the FT Docs setting you want for that customer.

Use the Apply to All under company branch on the Portal to ‘Bulk” do this for all customers.

Sending the FT Docs

Once your technician in the filed clicks ‘Submit’ on their Field Ticket the contact you selected

for the customer will receive an email with the Field Ticket and any inspections that were completed.

The customer receives an email with a link that will open the Field Ticket and the Inspections.

Manually send a link for FT Docs

To manually send a link for the FT Docs, on the desktop open the applicable Field Ticket→Print→Click Send FT Docs Links→choose either Link, Link & PDF, or Text.