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Learn about enhancements that focus on increasing productivity and improving visibility to access the information that matters most.
On August 28, 2020 Field Nation made some minor updates to the PQAP policy that includes terminology changes and added clarification.
The Quick Approval Drawer allows you to view key information to approve or mark a work order incomplete with just one click.
Updates for Buyers and Providers Part of a successful project is alignment between buyer and provider on what tools and/or equipment are needed for the job. Currently, there is no separate field in a work order for that information, and it is often forgotten or overlooked. To help buyers more clearly spell out what’s needed […]
Payment terms now align the work order payment schedule with the buyer’s payment terms with Field Nation.
Updates for Buyers New Field, Approximate Time To Complete, has been added to the pay section of a work order The Approximate Time To Complete field will provide more robust reporting for the pricing insights service and it will add valuable cost analysis metrics for buyers in the Work Order Activity Reports. This field is available […]
Updates for Buyers and Providers References to Trust and Safety and Workers’ Compensation are being updated to Occupational Accident Insurance or OAI. No functional or policy change. This is a name change only. Types of Work were previously listed alphabetically, without separation. Now, they are grouped by industry. Residential Services was added as a new […]
Updates for Buyers Updated work order create form The Modular Work Order Create form is available for new buyers. The work order summary is located on the left side of the screen and non-required sections such as Client Documents and Shipments can be toggled on and off. This enhanced user experience more intuitive and easier […]
Updates for Buyers Remote work order address requirement Buyers doing remote work orders will now have their address set at the company level before the work can be approved. Previously, addresses were not required because we have the address for where the work will occur. This change gives us the necessary information we need to […]
Updates for Buyers and Technicians “Report a Problem” updates “Report a Problem” problem types and subcategories have been updated to ensure better case management and reporting. We looked at past issues reported and consulted our internal teams and adjusted problem types we felt were not descriptive enough, removed ones we felt were not providing value, […]
Updates for Buyers Add work order content via out-of-the-box integrations Customers can now add work order details and confidential information to their work order descriptions via their out-of-the-box integrations. The information sent via the integration will be appended to the content stored in the work order template. For example, if you sent content via the […]
Updates for Buyers Integrations New user interface. Now, users can see active integrations versus ones available. In addition, you can now see what tier each out-of-the-box or custom Integration offering falls under along with the features supported by it. For example, (e.g. one-way data transfer or bi-directional field mapping). Endorsements A new feature has been […]
Updates for Buyers Mass Imports New fields are now available for mass import to track integration type and ID. This change supports greater automation for customers with integrations. Integrations Developed an AutoTask integration tool that provides seamless two-way data synchronization between Autotask and Field Nation. Reassign Work Orders Buyers now have the ability to un-assign […]
Updates for Clients Integrations Autotask mapping is now bidirectional. Clients can now easily integrate their Autotask system with Field Nation by mapping fields to their settings. Mass Imports When a mass import has failed rows clients can now download these rows to fix them. The downloaded document explains why the rows failed and how to […]
Updates for Clients Location Editing Clients can edit the location in any Flightboard status. Once the location is changed, the echnician will be notified. If happens outside the confirmation window, the technician can remove themselves. If inside the confirmation window, the technician can report a problem or message the client. Deliverables Clients can remove a […]
Updates for Clients Navigation Update Navigation is changed for easier accessibility. Sub-categories are now stacked instead of horizontal. Updates for Technicians Canada Payments Technicians in Canada can now add PayPal as a payment method. This change reduces foreign transaction fees and shortens time to payment. To change your payment method follow these steps. Check-in Window […]
Updates for Clients Matching Algorithm Updates You can now see why providers are recommended for you. For example, “1 desired skill,” “work-type experienced,” “drug & background check.” Work Order Changes You can now add or drag a file or search your document library at any point of the work order process. Add work order button […]
Updates for Clients “On My Way” Changes Technicians are now restricted on both desktop and mobile to marking “On My Way” or checking in within the confirmation window. Auto-dispatch Clients can now set up auto-dispatch at a project level. To set up, go into Project Settings and enable auto-dispatch. During project set-up, if auto-dispatch is available, a new button […]
Updates for Clients New Work Order View A new Work Order view is coming in the next few weeks. The same functionality is available with a clean, easier to use view. Updates for Technicians Payment Added a Connect with PayPal button to verify PayPal accounts prior to payment. This will help ensure payments are processed faster and […]
Updates for Clients New column configurations: clients can customize column view and set a company default. Click on the gear icon and Column Configuration. Choose columns, drag and drop for order on the right. Admin Users can click Done and save column view for the company. Updates for Field Nation ONE Schedule Day, week and month […]
Updates for Clients Integrations Clients can now access our integration documentation portal here. The portal provides access to professional documentation, real examples, all the REST and Webhook API endpoints required for the customer to integrate, and fully searchable content. New ServiceNow integration available, talk to your account manager to enable this. Updates for Technicians Mobile app […]
Updates for Clients Talent Pools When adding to talent pool, talent pool list now displays in alphabetical order, and can be filtered. Multi-location Work Orders For clients who use a Salesforce integration, data from children work orders will send data back to Salesforce. If parent network changes, child locations automatically move into that network as […]
Updates for Clients Integrations New interface available with easy to select mapping fields. Documentation including how-to’s and FAQs available here. Multi-location work orders Work orders with an expense attached are highlighted in yellow. Clients cannot remove a child location once an expense has been added to it. Once an expense has been denied, it may […]
Updates for Clients Multi-Location Work Orders Penalties and bonuses can now be applied to individual work orders instead of the entire group. Clients can now remove unwanted site, as long as there is no check in, completed deliverable, or approved expenses. Removing a site also removes unapproved expenses. Clients can mass approve all pending locations […]
Updates for Clients Search and Filter by Type of Work in service provider work history Provider profiles are updated with search and filter functionality. Clients can filter to relevant work in a service provider’s history. Bundle Functionality Actions on bundles are now available. Clients can un-assign service providers from the entire bundle instead of from each individual […]
Updates for Clients Custom Fields When creating new fields Admins can select to make fields only editable by Admins. Once selected, other users are restricted from editing or deleting custom fields. Work Order Counter Offer Update Clients can now see the status of a work order that has been counter offered on the Provider tab. Driving […]
Thanks to feedback from technicians like you, we’ve made two significant enhancements to the Auto-Request feature available only to Field Nation Pro members.
Updates for Clients New Funds View Clients can switch between the old and new funding pages. Clients can access this by clicking the Preview button. Clients can also export their transactions. These exports can be filtered by transaction date. Please note that in a few weeks you will only see the new funding page. Please provide feedback […]
Release 18.32 went live on October 26. The following changes are in place: Work Orders can now have a Location Name that describes an address. For example, putting the store name in a mall’s address. The description only shows up to assigned service providers. This field can be saved for future internal use to populate […]
We have made changes to the “Report A Problem” Process If a service provider reports the problem “I can’t make it to my assignment” this problem type will no longer go to the support team. You must remove the provider, or adjust the schedule yourself. There is no longer an option to select if the […]
Previously, service providers could mark themselves “On My Way” any time after accepting a work order. Now, if service providers select “On My Way” and they do not check in after 2 hours, their status will be reverted to its previous status. This is intended to resolve cases in which service providers accidentally mark “On […]
When a service provider sets their ETA and their estimated duration of the work order, you will now see those as 2 separate items. This will give you more clarity to the ETA of the service provider. We have made updates to the document manager page. Now, your documents will be broken out into multiple […]
The new navigation is live for all users. You will automatically see the new navigation when you sign in. You will now see pricing pop-ups if a work order is under the market rate in a given area. The pop-up will disappear once the amount meets the market rate. You can still publish the work […]
Search and filtering work orders has been reorganized for easier access. Search and filter functions have moved to the top right. You will now automatically see 100 work orders on a page.
If there is a Work Order that is awaiting approval for an expense or SLI, it will now be highlighted yellow in the Work Order List page under the Assigned and Done tabs. You can now mass add and remove tags from Work Orders from the Work Order List page. An updated Navigation experience is […]
You can now add and remove tags from work orders from the Work Order listing page when you add “Tags” as a column You can now mass approve work orders with increases requested on them. When you mass approve, you will see the following modal that will allow you to automatically approve all increases, expenses, […]
Traditionally, you have been able to unassign service providers and service providers have been free to remove themselves from Work Orders which are more than 24 hours from the start time. We have updated this logic to comply with the logic used behind Flightboard. Now, you will not be able to unassign a service provider […]
When a service provider marks them selves “On My Way” you will now be able to see a timestamp indicating when the action took place. This will help you accurately see when the service provider is on their way in relation to the Work Order start time. For example, if the service provider marked “On […]
While you are creating a Work Order or a Template, there will be a notice if you are missing any recommended tasks. In order to get these notices, you will need to have type of work and service type are selected.
You are now able to pay a service provider a cancellation fee even if the Work Order is cancelled within the free allowance period. By selecting “I would like to pay a cancellation fee” upon cancelling the Work Order you can pay the cancellation fee to any service provider. The cancellation fee on Work Orders […]
Field Nation’s Service Provider Matching Algorithm is now live. This will create up to 3 recommended service providers for your work orders. The recommendation criteria is based on several data-driven metrics including but not limited to: location, ratings, skill-set, and type of work. While you are creating a Work Order, there will be a notice […]
If a service provider declines a routed Work Order, these declines will now appear under a new “Declined” tab on the Work Order Details page. You can now sort Work Orders by sub-status. Under “Advanced Search & Filters” select “Status.” From here you can select any combination of statuses to show only the relevant Work […]
If a service provider sets an ETA when they request a Work Order, the Work Order will be switched to “At Risk” at the time of the set ETA. At this time you will have the ability to remove the service provider from the Work Order and reassign If a service provider doesn’t set an […]
If a service provider reports hours over the maximum set up in the Work Order, you can choose to adjust the max hours the service provider can be paid with the one button click. When a service provider requests a Work Order, they are prompted to set an ETA for the work order. This ETA […]
We are launching a new version of our iOS App (version 1.3) at the end of January 2017. This new version has some exciting new features that we hope will be easier to use and give our Providers new functionality that will help them get work done. New features include: Shipments will show default carriers to choose […]
Many Field Nation customers start their projects and service calls in Autotask – one of the leading ticketing and IT business management platforms. Many then find themselves manually integrating the requests, tasks and deliverables between Autotask and Field Nation. The capabilities are fully available in the new Field Nation Elevate user experience which means even more capability and control.
Our native Android and iOS apps are designed for the on-the-go technician. Dispatchers, project managers, decision-makers, and businesses should encourage all your Field Nation techs to use the app. Why? Our data shows that technicians who complete work on the app have higher first-time fix rates. This means you can complete more work, more quickly […]
This product update will take effect on April 15, 2016. The following release notes detail the changes available with this new update. Please contact your Field Nation representative with any questions regarding this release. Highlights: Mass upload Shipment tracking, Contact, Address and Location updates to multiple work orders Resetting Tasks to Project Template Auto-detection of shipping tracking […]
This product update will take effect on March 18, 2016. The following release notes detail the changes available with this new update. Please contact your Field Nation representative with any questions regarding this release. Highlights: Adding tasks to multiple work orders Mass upload and routing of providers Global Templates and other additional enhancements Adding Tasks to […]