Field Ticket Fields

Field Ticket Fields on Desktop

Please remember that Field Tickets and Work Orders cannot be retrieved once deleted!

General Info Table on Desktop

Here's an example of the General Info table

Job Number, Work Order Number, + General Info on Desktop

Field ticket number, Customer, Job name, the number of work orders for the Job,

and the number of uninvoiced Field Tickets for the Job are displayed at the top of the Field Ticket.

Lead Tech on Desktop

The lead tech is usually filled in from the Work Order/Mobile App but can be changed manually.

The lead tech can be selected from the drop-down list. Only users in a field technician department

within this branch will display in the drop down. If you need to assign a different user,

you can do so by clicking the ellipsis next to the drop down and clicking select a tech not in the list.

Reference Number on Desktop

You can add a reference number to the Field Ticket

Vehicle on Desktop

The vehicle is usually filled in from the Work Order/Mobile app but can be changed manually.

The vehicle can be selected from the drop-down list. Only vehicles from the branch the job is assigned to will be in the list.

If you need to assign a different vehicle you can do so by clicking the ellipsis next to the drop-down list

and click select vehicle not in the list.

Time (Started, Arrived, Departed, Completed, etc...) on Desktop

Time on the Field Ticket is populated from either manual entry of the date/time on the Desktop,

or is filled in from the Technician on the CenPoint Mobile App.

Desktop Field Ticket view

Started/In Route: This is the time the Tech started heading towards the job.

Arrived/In Progress: The time that the Tech started working on the job.

Departed: The time the Tech left the job location

Completed: The time the Tech completed the work on the field ticket or finished working for that customer for the day.

FT Paused: A tech can pause the time to represent things like unpaid breaks. They can pause and resume the field ticket an unlimited amount of time. If the day ends and the Field Ticket is still paused, the end time is counted as the last paused time recorded.

Map: By clicking this you can get the address or geocode of the Jobsite.

Shop Time: Displays the clock in time vs the Field Ticket time to help you determine if you need to include prep time in your billing.

Home: This is a dropdown to select where the Technician started traveling from. Examples include a previous Job site, home, the Shop, ect...

Job Site: This is a dropdown to select where the Technician was when they completed the Field Ticket. Examples include the Job site, home, Shop, etc...

Original Tech Times: This displays the difference between the time reported on the Field Ticket vs time reported by Tech so you can view any discrepancies.

Said discrepancies are often caused by unpaid commute or by someone manually changing the time for a number of reasons.

Mobile App Technician Field Ticket view

Time Breakdown/Distribution on Desktop

Time is distributed in this section. If time needs to be redistributed click on the >>

to open the Adjust Time Distribution table.

Round: This rounds the time to the nearest 15 minute mark. For example, if a tech arrived at 9:35am it would round to 9:30am, but if a tech arrived at 9:53am it would round to 10:00am.

A window pops up showing the original times and the rounded times and gives you the opportunity to accept or reject the rounding of time.

Travel: Displays the amount of time spent travelling.

On Site: Displays the amount of time spent on the job site.

Total: Displays the total amount of time spent

Status of the Field Ticket (Check Boxes in the Upper Right Corner) on Desktop

Weather forecast is populated by the address on the Job/Work Order.

Tech Returned FT: Automatically gets checked when the technician submits their Field Ticket on the Mobile App

or can be manually checked in the office. All other options must be done manually.

Time Card Approved: Signifies if someone has approved the time on the Field Ticket

Emailed FT: Signifies if the Field Ticket report has been emailed to a customer or site contact.

Hold For Approval: Signifies that this Field Ticket is waiting for someone to review and approve it.

Ready For Invoicing: Signifies that the Field Ticket is ready to be added to an invoice.

Field Tickets will not show up in create invoice screen unless Ready for Invoicing is checked on the Field Ticket.

Task Items/ Line Items Table on Desktop

Add Task on Desktop

Add a task to the Field Ticket by clicking Add Task, if the task is not on the list, scroll down and click add Task Not on Job and

you will be able to choose a task from the entire task list.

Modify

Allows you to make adjustments on a task such as pricing etc..

Set Display Order on Desktop

Click Set Display Order to change the order the tasks are listed

Delete on Desktop

The delete option will delete the task off of the Field Ticket.

Avg. On Site Rate on Desktop

Click the ellipsis next to Avg. On Site Rate to bring up your Field Ticket Time Information.

FT on Desktop

This allows you to choose what type of Field Ticket you are creating. Some jobs may require a custom Field Ticket to be able to display all the necessary information.

Custom FT or Custom Invoices can also have the company logo embedded into them.

Invoice on Desktop

Choose what type of invoice you want for this Field Ticket. Doing this is helpful if you use the Quick Invoice option from the Field Ticket Screen.

Quick Invoice on Desktop

Allows you to create an invoice quickly and easily for the one Field Ticket.

This is helpful for something like a one Field Ticket Job that doesn't require linking together multiple Work Orders or Change Orders that would also have to be invoiced.

Click on "Misc" at the bottom of the Field Ticket -> Quick Invoice

Add'l Workers On This F.T. Table on Desktop

Add on Desktop

Adds a worker to the Field Ticket. If the worker is not already on the Work order

go to <Add Worker Not On WO> and search for your worker from there.

Modify on Desktop

Click Modify on an additional worker to change any information relating to them.

A common thing to alter is their vehicle assignment

By default, additional workers will be passengers in the lead techs vehicle,

but if you modify the additional worker, you can assign them to their own vehicle.

Delete on Desktop

Select a technician and click Delete to remove them from the Field Ticket.

Cust. Internal Notes on Desktop

Cust. Internal Notes are populated from the Customer Screen.

In the Define/Setup Customer window you can adjust what people should know about this customer.

Cust. Flds on Desktop

Custom Fields are populated from the Work Order.

To add/remove a custom field from your branch go to File->

Company Branch Information->Select your branch -> Modify

Then go to the Job & Report Options tab-> update your Work Order or Job Custom Fields.

Bottom-Right Tabs + Buttons on Base of Field Ticket on Desktop

General Int. Notes on Desktop

General Internal Notes come from the Technician entering notes under

Additional Info on the CenPoint Mobile App.

Gen. Printed Notes on Desktop

General Printed Notes are populated from the desktop application. Click the ellipsis for predefined notes.

You can manage predefined notes here, or also under File ->List Management -> Jobs, Quotes, & Invoices -> Predefined Notes -> Predefined Notes

Usage Log on Desktop

The usage log is from the technician filling out the odometer reading on the Field Ticket.

This can also be done manually on the office side by filling in the Value column.

Technician view of filling out the Odometer

Signature on Desktop

The signature can be obtained 2 ways:

1. From the Technician on the Cenpoint App

Technician view of Signature

2. by sending a link from the office for an eSignature.

Manage Docs on Desktop

Manage Documents contains all the photos and documents on the job.

A technician can add documents from their mobile app and they will be found here.

Click on Manage Docs -> View Documents (choose if you want just the ones for that Field Ticket or all documents for the Job)

-> Choose to view and/or edit the documents in the Desktop or Browser app.

If you would like a document or photo to print with the Field Ticket, select your document and click on Edit or Manage and then check the box "Print With FT"

Modify the photo on the desk top to see this option.

Misc... (Button) on Desktop

Open Job
Open Work Order
Open the Quote (if applicable)
Run the Job Costing Report
Print the Forman's Report
Preview the Invoice
Quick invoice- this is a quick way to invoice just this Field Ticket to the customer
Finalize Field Ticket Non-Billable to the customer, creates an invoice and a corresponding adjustment if needed.
New Quick FT- Fast and easy way to make a copy of the selected WO. Creating a new WO with the same information and corresponding FT.

Print (Button) on Desktop

Signed Tasks Only
All Tasks
Reprint Work Order -> With or Without Prices
Authorization to Proceed
Departure Checklist
Job Safety Analysis
Safety Plan
Inspections
Send FT Docs Link -> send PDF through Email or Text, with or without link to documents

Email or Text on Desktop

This allows you to send the Field Ticket to a customer or site contact.

Please remember that Field Tickets and Work Orders cannot be retrieved once deleted!

Field Ticket Fields on Portal

General Table on Portal

Here is what the General table looks like:

The Field Ticket Number is found at the very top of the Field Ticket

Tech Returned FT: Automatically gets checked when the technician submits their Field Ticket on the Mobile App

or can be manually checked in the office. All other options must be done manually.

Time Card Approved: Signifies if someone has approved the time on the Field Ticket

Hold For Approval: Signifies that this Field Ticket is waiting for someone to review and approve it.

Ready For Invoicing: Signifies that the Field Ticket is ready to be added to an invoice.

Beware: Field Tickets will not show up in create invoice screen unless Ready for Invoicing is checked on the Field Ticket.

Time Card on Portal

Pause FT: Allows workers to pause the clock so things like unpaid breaks can happen.

The ellipsis just to the side of "Pause FT" allows you to see previous Field Ticket pauses.

S: Started/In Route: The time that the Tech started heading towards the job.

A: Arrived/In Progress: The time that the Tech started working on the job.

D: Departed: The time the Tech left the job location

C: Completed: The time the Tech completed the work on the field ticket or finished working for that customer for the day.

Location: Where the Tech was when they started that segment of time.

Original Tech Times: This displays the difference between the time reported on the Field Ticket vs time reported by Tech so you can view any discrepancies.

Shop Time: Displays the clock in time vs the Field Ticket time to help you determine if you need to include prep time in your billing.

Adjust Time Distribution on Portal

>> Click on this symbol (>>) to adjust the time distribution of the lead tech.

You can alter what category which parts of time fall under and adjust how long someone worked.

Reset to Defaults will have CenPoint adjust the time into Straight Time vs Overtime according to your presets in the Branch Settings.

Breaks Table on Portal

On Site Min: The number of minutes spent on site working

Travel Min: The number of minutes spent travelling

Auto Lunch Min: The number of minutes spent eating lunch. The default is 30 minutes

I Worked Through Lunch: This checkbox allows a worker to opt out of the 30-minute break to eat lunch

Add'l Workers Table on Portal

Crew Time: Displays the crew's clock in - clock out times.

Add Add'l Workers on Portal

Allows you to add additional workers that participated on this Field Ticket.

Click Add and find the desired worker either by scrolling or using the Search bar.

The "Show Even More Techs" will help you find techs that wouldn't usually show up on the suggested list.

Select your tech and click OK.

Open Add'l Workers on Portal

Clicking Open allows you to alter the time that the Add'l workers spent on that Field Ticket.

It opens up this window:

Tasks Table on Portal

Add Tasks on Portal

Click the Add button to add tasks to the Field Ticket.

You can search for the task you want

Upon selecting a task you'll be taken to a window like this to fill out more information on the Task.

Fill out the information and select OK when finished.

Open

Click the Open button to edit a task.

It will take you to the task and you can edit the information found therein.

Select OK when you are finished to save your changes

Task Check Boxes

These check boxes display which tasks were worked on in this Field Ticket. You can uncheck the tasks that did not receive any labor.

Hold For Approval: Signifies that this Field Ticket is waiting for someone to review and approve it.

Ready For Invoicing: Signifies that the Field Ticket is ready to be added to an invoice.

Inspections Table on Portal

Refresh:

This will refresh the table allowing it to display the most updated information

Auth. To Proceed on Portal

Click on the words "Auth. to Proceed" to pull up

the information on the Customer's authorization of the work being done along with any documents associated with it.

You can click the download button to the right to download a copy of the Authorization.

Here's the window with further information on the Authorization.

Safety Plan on Portal

Click on the words "Safety Plan" to view CenPoint's generated safety plan for the Field Ticket.

You can also see the Tech's signature and submission of the safety plan (if applicable)

Add Inspections on Portal

Click Add in the upper right corner to add another inspection to the list of inspections being done.

It will pull up a window like this for you to search in.

Docs Table on Portal

Add Docs on Portal

Clicking Add will pull up your File Explorer where you can select documents to upload.

Take

Clicking Take will try and take a photo right there and turn it into a document to upload.

All On Job

Clicking "All On Job" will open up a window where you can manage all documents associated with the job

This is the window that will open. You can search for documents and filter them by category if you so desire.

If you click Options it will open up a window with more detailed options for that particular document.

Options opens a window like this

Print With FT: This will let the document be printed with the Field Ticket when it is sent to the customer or site contact

Hide From Techs: This makes it so the document isn't visible to the Techs in the field

Download: Allows you to download a copy of the document.

Vehicle Table on Portal

Vehicle

This is a dropdown that let's you choose which vehicle was used.

The ellipsis will pull up the option for you to find even more vehicles

Odometer

You may enter the odometer of the vehicle here

Parts & Materials Table on Portal

Add

You may click Add to list the Parts and Materials that were used in this Field Ticket.

It will pull up a window like this:

Equipment Table on Portal

Add

Click Add to list any equipment that was used in this Field Ticket

It will pull up a window like this:

FT Signed on Portal

When clicked it will pull up a window for you to get the Customer's signature.

Receipts on Portal

This will pull up all receipts associated with this field ticket.

Add Receipts

Click on the button Receipts

It will take you to this page. Click on Add

Clicking Add will take you to this window where you upload your file and

correct any data fields that may be missing and then click OK.

Submit on Portal

The submit button will send a copy of this field ticket to the customer or site contact.

It will only let you click it when all the appropriate data has been entered to avoid a premature submission

View on Portal

Clicking View will give you a preview of the Field Ticket that your customer will see

In the top hand corner of your preview you have options where you can print, download, email, or text this Field Ticket to someone.

Please remember that Field Tickets and Work Orders cannot be retrieved once deleted!