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OperationsOverview

Operations

Overview

Operations is the main workspace for coordinating field work in FieldWRX. Use it to create jobs, schedule work, dispatch crews and equipment, track progress, and keep operational records connected to customers, billing, payroll, equipment tracking, and reporting.

Most teams use Operations throughout the day. Dispatchers and coordinators review upcoming work, supervisors check job status and field activity, and back-office teams use completed job records to support invoicing, payroll review, and reporting.

What You Can Manage

  • Jobs: Create, schedule, dispatch, review, invoice, and close out field work.
  • Equipment tracker: Review unreturned equipment by job and work site, then return equipment when it is back from the field.
  • Job templates: Build reusable starting points for common work, including work site type, description format, attributes, assignees, and notification groups.
  • Job attributes: Configure custom fields that feed job descriptions and capture the job details your organization needs.

Typical Workflow

  1. Create or open a job.
  2. Confirm the customer, site, schedule, and job requirements.
  3. Assign the people, equipment, vehicles, consumables, contacts, attachments, and notifications needed for the work.
  4. Dispatch the job and notify personnel when the work is ready to proceed.
  5. Complete the job with start and finish times, then assign invoice, timesheet, and usage review tasks.
  6. Review invoices, timesheets, usage, documents, and activity history.
  7. Close the job when all review tasks are complete.

Operational Records

Jobs are the center of the Operations section. A job can connect customer information, contacts, work site details, services, assigned employees, vehicles, equipment, consumables, documents, invoice records, time records, usage review, and activity history into one operational record.

Keep job records current while the work is active. Accurate job information helps other FieldWRX areas stay useful:

  • Billing teams can review job invoices and invoice tasks.
  • Payroll teams can review time connected to the correct operational work.
  • Equipment and vehicle teams can review assigned and unreturned assets.
  • Reports can show work volume, completion status, and related activity.

Common Tasks

  • Review active, upcoming, and recently completed jobs.
  • Create a job from a template or load details from an existing job for repeat work.
  • Update a job schedule, status, or assignment.
  • Return unreturned equipment from the tracker.
  • Review documents, timesheets, usage, and activity tied to a job.
  • Confirm that invoice, timesheet, and usage tasks are complete before closing a job.

Key Concepts

  • Jobs represent field work performed for a customer, site, or internal operational need.
  • Job status communicates whether work is Draft, Scheduled, Dispatched, Completed, Closed, or Cancelled.
  • Assignments connect employees, equipment, vehicles, or other resources to work.
  • Templates standardize repeat job setup.
  • Attributes capture custom job details and can be used in job description templates.
  • Review tasks track invoice, timesheet, and usage review work after a job is completed.
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