Field ServiceReady

Matrix Solutions

Field Service

Job reports, site records and invoice preparation.

Matrix Solutions

Field Service Report

Clear record of work completed, materials and next actions.

Job IDNew report

Job details

Identify the client, site and attendance.

Client / company

Unmatched client — free text allowed Site / location Service date Start timeCapturing start location… Finish timeCaptured automatically when archived Technician

Visit type and outcome

Select all that apply.

Continuation New installation Callout / repair

Complete Revisit required

Parts / materials used

Items installed or consumed during this visit.

Description

Quantity

Parts / materials required

Complete when follow-up is needed.

Description

Qty

Internal use

Revisit / follow-up requirements

Record what prevents completion or needs scheduling.

Awaiting parts Additional labour Additional manpower Time critical Safety requirement Heavy lift Specific skill / technician Customer request Programming Tool / tester Other

Revisit reason / proposed action and timescale

Work notes

Issue, findings, action, testing, feedback and further action.

Recommendations / handover

Advice given and items the client should consider.

Client acknowledgement

The work and outstanding actions have been explained.

Client representative Technician sign-off Signed date / time

Client signature

Permanent records

Job sheet archive

Review first. Creating an invoice is always optional.

Secure access

Sign in to Field Service

Use the account provided by your administrator.

Username Password

Account settings

Signed-in account

Technician accounts

Create accounts, reset passwords or disable access.

Client directory

Used by technician lookup and prepared for Excel synchronisation.

Location access

Allow GPS for Field Service

iPhone or iPad — Safari

Open Field Service in Safari.
Tap the page menu beside the address bar.
Open Website Settings.
Set Location to Allow, then reload the page.

Android — Chrome

Open Field Service in Chrome.
Tap the site-information icon beside the address.
Open Permissions.
Set Location to Allow, then reload the page.

If Location is still unavailable, enable Location Services for Safari or Chrome in the phone’s main Settings app.

Recording mode

Real Time

Start and finish times and GPS are captured while the job is being recorded.

Reason for retrospective entry

Administrator

Add account

Username Full name Role Temporary password Account active

Passwords must contain at least 8 characters.

Client directory

Add client

Client code Client name Known sites Client active