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Product Updates

September 15, 2020
Feature Update
For Buyers
New Feature

New Q3 Features for Speed and Efficiency

See Notes
August 28, 2020
For Buyers
For Providers
Policy Update

Provider Quality Assurance Policy Update

On August 28, 2020 Field Nation made some minor updates to the PQAP policy that includes terminology changes and added clarification.
July 6, 2020
For Buyers
New Feature

Quick Approval Drawer

The Quick Approval Drawer allows you to view key information to approve or mark a work order incomplete with just one click.
June 25, 2020
For Buyers
For Providers
New Feature

Necessary Equipment

Feature Update

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 […]
June 16, 2020
Feature Update
New Feature

Payment Terms & Custom Fields

Feature Update

Payment terms now align the work order payment schedule with the buyer’s payment terms with Field Nation. 
March 20, 2020

New Work Order Create Fields

Feature Update

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 […]
February 17, 2020
Feature Update
New Feature

OAI & Adjust Max Hours

Feature Update

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 […]
January 30, 2020
Feature Update
New Feature

Updated Work Order Create Form

Feature Update

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 […]
January 3, 2020
Feature Update
New Feature

“Can’t Find a Provider” Update

Feature Update

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 […]
December 13, 2019
Feature Update
New Feature

“Report a Problem” Updates

Feature Update

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, […]
November 25, 2019
Feature Update
New Feature

Universal Time Codes

Feature Update

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 […]
September 27, 2019
Feature Update
New Feature

Technician Endorsements

Feature Update

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 […]
July 19, 2019
Bug Fix
Feature Update

Fee Changes for Technicians

Feature Update

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 […]
July 12, 2019
Feature Update
New Feature

Easy mass imports

Feature Update

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 […]
June 25, 2019
Feature Update

Location Editing

Feature Update

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 […]
June 10, 2019
Feature Update
New Feature

Navigation Change, PayPal in Canada

Feature Update

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 […]
May 28, 2019
Feature Update

Provider Matching Updates

Feature Update

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 […]
May 15, 2019
Bug Fix
Feature Update

“On My Way” Updates

Feature Update

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 […]
April 29, 2019
Bug Fix
Feature Update

Schedule updates

Feature Update

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 […]
April 15, 2019
Feature Update

Column Configurations

Feature Update

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 […]
March 18, 2019
Bug Fix
Feature Update

Updates for March 15

Feature Update

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 […]
February 18, 2019
Feature Update
New Feature

Release Notes for Feb. 18

Feature Update

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 […]
January 23, 2019
Bug Fix
Feature Update

Release Notes for Jan. 18

Bug Fix

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 […]
January 4, 2019
Feature Update

Release Notes for Jan. 4

Feature Update

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 […]
December 7, 2018
Action Required
Feature Update

Release Notes for Dec. 7

Action Required

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 […]
November 27, 2018
Feature Update
New Feature

Release Notes for Nov. 27

Feature Update

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 […]
November 10, 2018
Feature Update
New Feature

Release Notes Nov. 9

Feature Update

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 […]
October 30, 2018
Bug Fix
Feature Update

Release Notes 18.32

Feature Update

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 […]
September 4, 2018

Release Notes 12.30

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 […]
August 20, 2018

Release Notes 12.29

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 […]
July 23, 2018

Release Notes 12.27

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 […]
June 22, 2018

Release Notes 12.25

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 […]
June 8, 2018

Release Notes 12.24

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.
May 26, 2018

Release Notes 12.23

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 […]
May 14, 2018

Release Notes 12.22

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, […]
April 27, 2018

Release Notes 12.21

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 […]
March 30, 2018

Release Notes 12.19

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 […]
March 16, 2018

Release Notes 12.18

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.
March 2, 2018

Release Notes 12.17

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 […]
February 16, 2018

12.16 Release Notes

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 […]
February 6, 2018

Release Notes 12.15

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 […]
January 18, 2018

Release Notes 12.14

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 […]
January 18, 2018

Release Notes 12.13

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 […]
January 25, 2017

iOS App Update (v1.3)

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 […]
October 27, 2016

Field Nation Updates Autotask Integration To Boost Speed To Solution

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.
September 28, 2016

The Field Nation App for Field Services

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 […]
April 13, 2016

Product Update – April 2016

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 […]
March 17, 2016

Product Update – March 2016

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 […]