USER GUIDE

Ver: 1.0
March 16, 2015

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FIELDSKILL

EXECUTIVE SUMMARY
Copyright
2015 FieldSkill. All Rights Reserved.

Edition
Version 1.0, March 2015.

Service Marks and Trademarks

FieldSkill is a trademark of Eontek.
All other product names and trademarks are the property of their respective owners.

Restrictions and Liabilities

This document is provided as is and Fieldskill assumes no responsibility for any
typographical, technical or other inaccuracies in this document. FieldSkill reserves the right to periodically change
information that is contained in this document; however, FieldSkill makes no commitment to provide any such
changes, updates, enhancements or other additions to this document to you in a timely manner or at all.
FIELDSKILL MAKES NO WARRANTIES, EITHER EXPRESS OR IMPLIED. ITS MERCHANTABILITY OR ITS
FITNESS FOR ANY PARTICULAR PURPOSE. THE EXCLUSION OF IMPLIED WARRANTIES IS NOT PERMITTED
BY SOME STATES. THE ABOVE EXCLUSION MAY NOT APPLY TO YOU. THIS WARRANTY PROVIDES YOU
WITH SPECIFIC LEGAL RIGHTS.
FieldSkill is not responsible nor will not be liable in any way for your use of any of software or equipment that is not
supplied by FieldSkill in connection with your use of FieldSkill.

Conditions of use
FieldSkill is intended for organizing businesses and management of work in the field. You are responsible for
understanding and using the software described within. FieldSkill does not guarantee any results you may achieve.

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TABLE OF CONTENTS
EXECUTIVE SUMMARY

TABLE OF CONTENTS

INTRO

ABOUT FIELDSKILL APPLICATION

WALKTHROUGH
STEP 0 - WELCOME TO FIELDSKILL DASHBOARD
DASHLETS

6
6
7

MY JOBS CALENDAR

MY PROCESSED REQUESTS

MY COMPLETED JOBS

MY HOURS WORKED

OUTSTANDING BALANCES

MY JOBS STRUCTURE (LAST 6 MONTHS)

MY OPEN REQUESTS

LOW INVENTORY LEVELS

STEP 1 - ORGANIZATIONAL SETTINGS

ORGANIZATION SETTINGS

EMPLOYEES

LANGUAGE SETTINGS

STEP 2 - FILL IN YOUR DATA

10

ADDING A CLIENT

10

ADDING A PROPERTY

11

ADDING AN ASSET

12

ADDING A SERVICE

13

ADDING INVENTORY ITEMS

13

CREATING WAREHOUSES

14

STEP 3 - CREATING CLIENT REQUESTS

15

STEP 4. SCHEDULE JOBS & MANAGE WORK

18

SCHEDULING A JOB

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ADDING WORK

STEP 5: GENERATING INVOICES

22

24

CUSTOMER PORTAL MANAGEMENT

26

MY DAY & CALENDAR

28

MY DAY

28

CALENDAR

29

SUBSCRIPTION MANAGEMENT

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OUTRO

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INTRO
Welcome to FieldSkill application User Guide. This document will help you get a better understanding how the
application works and how you can adapt it to suit your business. We will walk you through the entire business
process from filling your data to scheduling work and generating invoices. So lets start!

About FieldSkill Application

FieldSkill is a business management software that helps field service companies to manage clients, schedule and
track work and generate invoices.

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WALKTHROUGH
Step 0 - Welcome to FieldSkill Dashboard

This screen is called "Dashboard" and it will be the first thing you will see when you sign in to your FieldSkill
account. It aims to give you an overview of past activities and an outlook into upcoming activities, along with some
useful insight data. You will see it is already populated with demo data so you can immediately see how the
application is working. The boxes with information are called Dashlets and lets have a quick tour of them.

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DASHLETS

My Jobs Calendar
This Dashlet represents a calendar view of all scheduled and processed jobs in a weekly or daily view that are
assigned to you or youre the owner of those jobs.

My Processed Requests
This Dashlet shows the number of Processed client request out of total number of clients requests assigned to
you.

My Completed Jobs
This Dashlet shows the number of completed Jobs out of total number of jobs assigned to you or youre owner of.

My Hours Worked
This Dashlet shows the number of hours you worked on jobs for the last week, this week and in the bottom you
can see the numbers of hours worked for the entire month.

Outstanding Balances
This Dashlet shows the number of clients and the total amount they are owning you. This is generated based on
sent/unpaid invoices.

My Jobs Structure (last 6 months)

Here you can see the cost structure of your finished jobs in the last 6 months.

My Open Requests
List of all open customer requests that are assigned to you

Low Inventory Levels

Here you will have listed all inventory items that are low on stock if you choose to track inventory level.

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Step 1 - Organizational settings

Before you start filling in the data you should set organization settings for your company. You can access them via
left bar menu by clicking on the Organization and then on Organization Settings button.

ORGANIZATION SETTINGS

On this page you can manage your Organization settings such as

name,
address,
timezone
change language and currency settings
and upload a company logo that will be shown on print versions for Invoices, Work and Jobs.

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EMPLOYEES

First thing you will see is the list of your employees that have an access to your FieldSkill Account. Go ahead and
add a new employee by clicking on the +New Employee button.
An email with invitation link and login details will be sent to them. As soon as they confirm invitation and log in they
will be able to use FieldSkill application as part of your business.

LANGUAGE SETTINGS

Here you can basically change the terminology that is used inside the app. Example is if you dont use the term
Job but you use Work Order , you can change that here.

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Step 2 - Fill in your data

The next thing you need to do is to fill in your data. Add your clients, their properties and assets and all the other
records that youll need to organize your business.

ADDING A CLIENT

Lets go to the Clients Page by clicking on Clients in the left menu bar. On this Page you will see all Clients listed.
Some of the actions you can take here is to sort or filter them by any field in the table. Filtering the clients can be
done in any of other details screen that are related to the clients.
You can see all Clients assigned to you by clicking on My Assigned Clients button.
Lets create a new client by clicking on +New Client button.
You will be taken to the New Client Page where you will populate all data related to your client. All mandatory fields
are marked.

Note: When you are creating a client you are automatically creating its default property with Name and Address.
This can be changed later.
When the Client is created we will see its detail view with all the important information about the client, related jobs
structure and all the related records.

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At the bottom of the page you will see related Contacts where you will be able to quickly create a Contact related
to this Client and to one of its properties.
You can edit a Client from the list of Clients by clicking on the pen icon in front of the name of the Client or you
can go to Client detail screen by clicking on the clients name and editing it from there by clicking the Edit button
in top right corner of the screen.
From Clients screen you can also activate customer portal.

ADDING A PROPERTY

On Properties Page you will see a list of all Properties in your Organization.
We can create a Property by clicking on +New property button. Property is always related to a Client.

NOTE: When you create a Client, youre creating a default property for that client. Default property can be
changed later by clicking the Set as Default button from the property details screen.
Edit a property by clicking Edit button in propertys detail screen.

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ADDING AN ASSET

Assets screen allows you to see and manage all clients assets.
Click on the My Assigned Assets to see just assets that are assigned to you.

If you have a QR-Code add-on activated you can click on the Print QR-Code button to get all QR-codes for your
assets listed and ready to print.
You can create an asset by clicking on + New Asset button.

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ADDING A SERVICE

Service templates are the most common services requested by your clients. You can set up all your services here
and later on easily reference them in Work records. Main purpose of this is to simplify the work process and save
your time on data entry.
Click on the +New Service button to add your services.

ADDING INVENTORY ITEMS

FieldSkill enables you to track and manage your inventory items.

You can create different inventory categories and subcategories for better organization and easier tracking of your
items and supplies.

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You can add new inventory item by clicking on +New Item or you can click on +New item in category to add
new item in the currently selected category.

CREATING WAREHOUSES

Warehouses represent different storages where you keep your inventory and equipment. It can be a real
warehouse or it can be a car or a truck or a toolboxes that your teams are using in the field and where they keep
spare parts in.
When a User signs up Warehouse is created he is auto assigned to it.

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Step 3 - Creating Client Requests

The whole business workflow starts with a client request for a service or a maintenance. FieldSkill provides quick
insight into the nature of requests and their outcome per client, his or her assets or properties. You can easily
manage client requests from this screen. You can create or edit the existing request that the client made himself,
schedule jobs based on existing client request, assign staff, engage clients in discussion about service, track costs
and many more.

By clicking on Open Client Requests you can see all open requests that need to be processed.
Create new Client Request by clicking the New Client Request button.

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On the bottom of the screen you can see all the scheduled jobs and this record related assets, where you can
schedule job based on this request and assign assets to this request.

Select Assets which you want to assign and click on Select Assets

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Processed (finished) Request should look something like this (image below).

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Step 4. Schedule Jobs & Manage Work

Job is a work order for a technician to go on the field and perform services stated in the Job record. Job can be
assigned to multiple technicians if they work as a team or the situation requires more than one technician.
Job can be scheduled from several places within the app:
1. By going to the Jobs screen and hitting the +New Job button,
2. From Client detail screen in related records on the bottom of the page ( pre-populating that Client from which
you hit Schedule Job button ),
3. From Client request detail screen in related records on the bottom of the page ( pre-populating the Client
request from which you hit the Schedule Job button ),
4. From Assets detail screen in related records on the bottom of the page ( pre-populating the Asset from which
you hit the Schedule Job button ).

SCHEDULING A JOB
Go to the Jobs screen and hit the +New Job button
There are 3 types of Jobs:

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Maintenance Job
Service Job
Recurring Job ( repeating job, you can enter N number of days to repeat the Job in )
Fill in required data especially Scheduled date and time and Expected Completion date and time.
When you create a Job it automatically appears in Calendar, where you can see all Jobs assigned to you and/or
your colleagues.

When all the Work is completed ( which well go through in next section ) you can complete the job by clicking the
Complete Job button.

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The image below shows one completed Job.

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Job Details show:

Job Details
Client Details
Asset Details ( if specified )
Job Tasks ( which are specified in Work, which well cover in next section )
Expenses ( Cost structure of current Job which is summated from related Work records )
Feedback ( Customers can rate a Job through Customer Portal, which well cover in later section )
Related Work and Assigned Users records

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ADDING WORK

Work records are always related to a Job and they are a recording of performed work on the field. They track
performed services, spent materials and labour hours. If a Job was performed by multiple technicians each one of
them will create his own Work record. This allows you to track performed work for each technician.The only way to
add work is through Job for which you want to create Work records
To create new Work record click on +Add Work Order button

Fill in your data :

Started date - date and time when the worker started his work / arrived at the site,
Completed date - date and time when the worker completed his work,
Assigned User - assigned worker,
Vendor - specify the Vendor if the work is outsourced to other contractor
Materials - fill in directly or import from inventory
Services - fill in directly or import from Services templates or add Job Task
Labor - amount of hours worked ( work, overtime or commuting )
Other Expenses - extra expenses which can be described in Comment Section

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When you save all your Work records you should complete the Job by going to Jobs detail screen that youre
adding Work for and clicking the Complete Job button.

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STEP 5: Generating Invoices

You can easily generate invoices from your finished jobs. Just go to the invoices screen by choosing invoices in left
side menu and you'll be presented with the list of already created invoices.

For creating new invoice click on the +New Invoice button.

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Fill the required fields and select jobs you want to generate invoice from. When youre done selecting invoices and
filling fields hit the Generate Invoice button and FieldSkill will generate an Invoice for you (screen below).

On this screen you can edit, add and remove

invoice items such as:
materials
services
labor
other expenses
You can set tax and discount for:
one specific item
group of items
the whole invoice

You can print an invoice by clicking on Print

button on Invoice details screen.

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CUSTOMER PORTAL MANAGEMENT

Customer Portal screen allows you to see and manage all clients that have access to the Client Portal and
customize Portal settings that include:
Portal Title
Theme that will be applied
Your companys logo
By clicking on Manage Portal Access button you will be presented a list of all Clients with a quick option to
enable or disable a Portal access to each one of them. This is the quickest way to enable or disable a portal
access to a larger number of clients.
You can customize your portal settings by clicking on Customize button.

Customer Portal from the Clients perspective

When you enable customer portal access for a client he will receive an email with log-in details and a link to your
customer portal.
After signing in client will be able to see a Home screen with your Contact details, Open Request dashlet and
Upcoming Jobs dashlet.

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On customer portal your clients are able to create new Client Request, start a discussion with you based on
created client request, see all upcoming and past jobs, sign work logs, rate your finished jobs , track
invoices and see all their related Properties and Assets. Also they can change their password and email for
Customer Portal login.

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MY DAY & CALENDAR

MY DAY
My day screen allows you to see a list of all jobs scheduled for today that are assigned to you. List shows Job
scheduled time, reference number, client name and status for each Job.
By clicking on a specific Job you will see details section with more information about :
the Job,
Google map showing the property location
and options to Add Work or Reschedule Job.
You can hide the details by clicking again on the same Job title or by clicking on some other Job when the details
for that other job will be shown.

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CALENDAR
Calendar screen will show you all relevant information regarding your business:
scheduled jobs
warranty expiration
item expiration for Inventory
On this screen you can see Jobs that are currently assigned to you. You can see other Users jobs also by adding
them by clicking on Select Users button. You can also remove them from calendar by clicking on the X button
next to users name in the bar on top of the calendar screen.
For each Job on Calendar you will see scheduled time, type of job, client and job owner. By clicking on a Job you
will see Info card with more details on the Job.
You can change your calendar settings by clicking on Configure button.
Here you can adjust:
type of information for Job,
warranty expiration
and Item expiration that you want to see on the Calendar.
When you are done making changes just hit Save button.
Calendar also enables you to change views so you can choose daily, weekly or monthly view.

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SUBSCRIPTION MANAGEMENT
You can access Subscription page from Organization settings in the right menu bar. Here you will see our current
subscription rate for the FieldSkill app as well as subscription rates for all available add-ons. If you have a discount
coupon you can enter it in coupon field before subscription.

Click on Subscribe button to subscribe if you were on trial period or to prolong your subscription period if youre
already subscribed. You will be shown a popup where you can enter a number of users that you want to subscribe
and a total price for that number of users without add-ons. Click on Select button to continue.
On the next page you will be shown with total amount that will be billed monthly to you based on number of users
you subscribed. Click on Order Now button to continue. Now just follow the Instructions on FastSpring and you
will be quickly subscribed to our service.

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Note: When you are subscribing for the first time for FieldSkill you will create subscription based on number of
users. When your subscription is activated you will be abel to activate add-ons on Subscription page in the
FieldSkill app.
After your subscription is activated you can choose to activate/deactivate our Add-ons from the Subscription
screen.

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OUTRO
After reading this guide you should feel comfortable using FieldSkill. Still there are things that are not covered in
this Guide and that will you stumble upon during your work inside FieldSkill application.
If you have any questions feel free to contact us or drop us a message inside the app by clicking on chat icon in
bottom right corner well be more than happy to help.
Thank you for your interest and support!
FieldSkill team

Gandijeva 122b, Belgrade, Serbia

email: office@fieldskill.co
phone: +1 (678) 701 - 3328
fieldskill.co

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