Field Ticket Fields

Basic information about the Job displays at the top, 

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

and the number of  uninvoiced Field Tickets for the Job.

The lead tech is 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.

A reference number can be added to the Field Ticket.

The Vehicle is 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 on the Field Ticket is populated from either manually entering 

time on the desktop version of CenPoint, or is filled in from

 the Technician on the CenPoint Mobile App.

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

to open the Adjust Time Distribution table. 

This section helps you track the Status of the Field Ticket, by using the Check Boxes.

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

Tech Returned FT will automatically get checked when the technician submits their Field Ticket on the Mobile App

or can be manually checked in the office.

The rest of the options must be done manually. 

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

Task Items/ Line Items Section

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

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

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

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

Choose what invoice you want for this Field Ticket, this is helpful if you use the quick invoice from the Field Ticket screen.

Add or delete additional workers from this section. Click add, if the technician is not is the list click on

Add Worker Not On Work Order.

Click Modify on an additional worker to change their vehicle assignment 

or time on the Field Ticket. 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.

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

Customer Internal notes are populated from the Customer screen.

Custom Fields are populated from the Work Order. To set up custom fields go to File->

List Management-> Company Branch-> Customer and Job Settings.

General Internal Notes come from the Technician entering notes under

Additional Info on the CenPoint Mobile App.

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-> Predefined Notes

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

or this can be done manually by the office side by filling in the Value column.

Signature is captured either from the technician on the CenPoint Mobile App

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

Manage Documents contains all the photos and document on the job use the dropdown list on the

manage documents for the categories. A when a technician adds photos or documents from the mobile app

they can be found here.

There is the option on the Mobile App and the Desktop to check the box,

 if you would like the photo to print with the Field Ticket.

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

The Misc. Button has a few handy options when working on a Field Ticket

• Open the Job
• Edit the Work Order
• Open the Quote
• 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 has some time saving options when working on a Field Ticket

• Signed Tasks Only
• All Tasks
• Reprint Work Order -> With or Without Prices
• Authorization to Proceed
• Departure Checklist
• Job Safety Analysis
• Safety Plan

Email and Text: Email or Text the Field Ticket to your Customer.

Field Tickets and Work Orders cannot be retrieved once deleted!