Getting Started

Office Agent Dashboard
In this article we will explain all the relevant dashboard pages to the Office Agent access role. The Dashboard allows the Office Agent to have a quick ...
Mon, 15 Feb, 2021 at 2:55 PM
FSC Payment Flow
To make payment status “Paid In Full” the following must be present: This is only a requirement if the preference setting 'Require Payments to Cl...
Wed, 24 Feb, 2021 at 12:08 PM
How to Generate FOGI Report
In this article we will show you how to Generate and submit a FOGI Report. Select the FOGI job on which the FOGI report should be submitted. Scroll down ...
Mon, 29 Jul, 2019 at 2:12 PM
OMNI Connection Status
Every 30 minutes a test will run to check if the Omni server is online or not. These Statuses will be shown on the Omni Preference View. Click on the &quo...
Tue, 6 Aug, 2019 at 10:45 AM
Driver Performance Report
On Field Service Cloud you can generate a Driver Performance report. Follow these easy steps: Click on the Main Menu button at the left of the screen Cli...
Mon, 11 Nov, 2019 at 8:29 AM
Creating a Non Compliance Report (Driver)
When you want to create a Non Compliance Report follow these easy steps: Direct to the Specific Job Scroll to the bottom to the 'Work Order Questionn...
Fri, 10 Jan, 2020 at 9:47 AM
Creating a Non Compliance Report (Administrator)
All users with the 'Administrator' access role will be able to create Questionnaire Documents. To create these document follow these steps: Login ...
Fri, 10 Jan, 2020 at 9:37 AM
How to disable a driver Manually
To disable a certain driver follow these easy steps: Log in to Field Service Cloud with your login credentials Click on the Main Menu icon Scroll down t...
Thu, 9 Apr, 2020 at 10:45 AM
How to Use Quotes
Overview Most of FSC's functionality revolves around creating, editing, dispatching, invoicing and completing Jobs. In some situations it may not be de...
Thu, 4 Mar, 2021 at 2:28 PM
Blacklisting a Client
Changing preference when to save new Jobs or assigning jobs for blacklist clients (Admin): Administrative users would be able to determine which restric...
Wed, 28 Apr, 2021 at 2:53 PM