Call2Field Mobile is the Engineer portal for Call2Field. It Acts as a minimalist version of the regular version of Call2Field, in Mobile you have access to the call, Call diary and Call add sections.

Requirements
Call2Field Mobile will run on almost any device which runs a HTML 5 compatible web browser. Please see the Recommended System Requirements for more details

You will need an SSL Certificate and Domain name, but this should be handled during your Installation stage.

To log into Call2Field Mobile, go to your URL (e.g. https://remote.example.com/call2fieldmobile)

When you first log in, you may be prompted by your browser to save the password, or allow the system to use your location. Click Yes if you'd like to do either of these.

The first time you log in on a device, you’ll need to enable Offline mode – this will be clear as the top of the screen will say ‘NO OFFLINE’. To do this, go into the Settings screen (see Settings for more details).

The Dashboard is Call2Field Mobile’s home screen. From here, you can access any of the six main screens. This screen will look different based on the size of the device you are using, for example on a Mobile device it will stack the screen icons on top of each other rather than having 3 per row, and it’ll put the section names at the top into a ‘burger’ menu (expandable menu).

Beneath the header bar, you’ll see a bar with the word ‘Dashboard’ in it. This will show the path of the screen you are currently in, and you can click any part of that path to return to a previous screen.

View on a Mobile device:

The Settings screen is used to enable the Offline mode, download background data, or change password. You can also change the DateTime picker that Mobile uses to match your devices standard DateTime picker rather than using the one built into Call2Field Mobile. Click the Settings icon from the Dashboard to open the Settings screen.

Enable Offline Mode

The first time you log in, you’ll need to go into Settings and enable Offline Mode. This is done by clicking on the toggle which says ‘Enable Offline Mode’ – once you’ve done this it’ll say ‘Disable Offline Mode’ which means it’s currently enabled. You don’t need to disable this unless you wish to clear all of the data currently stored on your device.

Clicking to disable Offline Mode will delete any Field Reports or Offline Calls that you’ve currently got saved, so should only ever be done if you are sure that you no longer need the data. If you begin to use another device, you’ll need to enable Offline Mode on that device, as the settings are saved to the device its self, not the User.

Download Background Data

Once you have enabled Offline mode, you’ll also need to download your background data. If you scroll down on the Settings page, you’ll see a list of all fields that the system can hold in the background and a ‘Download Selected’ button. All tickboxes should be ticked by default, so simply click the download button and it’ll download all of your background data.

Whereas enabling the Offline mode only needs to be done once, this needs to be done regularly (a few times a week for example) to ensure that any data changes from the office will be stored on your device ready for offline use. It’s best to do this on a Wi-Fi connection, and once started, do not leave that connection until it has finished as this may corrupt your data.

Change Password

The Change Password option allows you to set a new password through Mobile. Clicking this will take you to a new screen where you can enter your old password, the new password and then confirm changes. You’ll then be asked to log in with your new details.

The DateTime Picker option allows you to choose between using Call2Field Mobile’s built-in Date/Time interface, or use the version your Operating System supports. This is mainly visual but may also help resolve any date/time display issues that you may see on certain devices.

Call2Field DateTime Picker Windows

built-in DateTime Picker

Call2Field Mobile runs within a web browser, however it is built with an offline mode which will allow you to continue working in areas where you do not have internet signal. You'll be able to see the current state that you are in at the top of the screen.

There are four states that Mobile can be in:

• If it says Online then you are online and have signal.
• If it says Offline (in orange) then you are working offline but have signal, therefore you can switch to Online if you wish.

• If it says Offline (in red) then you have no signal, and therefore cannot currently switch to Online.
• If it says NO OFFLINE then the 'Enable Offline' option hasn't been ticked in the Settings menu. You will not be able to go offline until you have ticked this.

To switch states, just tap the current state at the top of the screen, for example if it currently says Online, you’ll then go into Offline mode. You will also be automatically put into Offline mode if you lose signal whilst using Mobile.

We recommend that you work in Offline mode whilst working on Field Reports, as this will ensure that the system runs smoother with local data, and will prevent any loss of signal interruptions.

To use Offline mode, you will need to have downloaded the background data from the Settings page, and also receive any Calls that you wish to work on whilst Offline.

The Calls screen is where all of the active Calls are kept within Call2Field Mobile. Click the Calls icon from the Dashboard, or use the menu dropdown to load this screen.

When you open the Calls screen you’ll see five different tabs, which are detailed below. All of these tabs have similar functionality, such as being able to tap on a Site Name to expand the job and show more detail, or clicking on a column header to re-order the list.

The All Calls tab shows a list of all of the jobs assigned to you, regardless of Status. Calls which have a green Call Number are available for offline use, as they have been Received on this device.

The Open Calls tab shows a list of all jobs assigned to you, which have not been started or received yet. These Calls are not available offline yet, as they will need to be Received in order to save them to the device.

Tick the boxes to the left of any Calls you wish to Receive, and then click ‘Receive Calls’ at the bottom of the list (this button will only appear once you’ve ticked at least one box).

The Received Calls tab shows a list of all Calls which you have marked as Received. It is recommended that any Calls which you wish to work on that day are received either first thing in the morning, or the night before to make sure that the most up to date version of that Call is saved to your device.

Calls that have been saved to the device will have a green Call Number. If they appear on this RECD list but do not have a green Call Number, you’ll need to tick the box to the left of the Call and re-receive it (by clicking the ‘Re-receive Calls’ button under the Call List). This usually happens if the Call is Received on another device, or set to Received in the office.

Click the blue ‘Arrive’ button to set your arrival time for that Call.

The Completed Calls tab shows a list of all Calls assigned to you which have been completed in the past 30 days. These stay on here for easy access if you need to check a job that you’ve recently finished. After the 30 days, these Calls can still be found in the Call Finder.

Click the Call Number if you wish to view one of these Calls.

These Calls are only visible when in Online mode.

The Diary view is designed to allow you to see your jobs in a calendar style view rather than just in a list. You can view this in Month, Week, Day, or an appointment style List view. There is no functionality behind the diary, and it is purely a visual tool.

When you click on the Call you wish to view, you’ll see all of the information relating to that Call on screen. You will see different blue buttons at the top depending on if you are Online or Offline.

• The ‘Add Field Report’ button also appears at the bottom of the screen. Click this when you are ready to add your Field Report (e.g. the job report of what you have done on this visit).
• The ‘View Job Sheet’ button is only available Online, and will give you a PDF version of the Job Sheet.
• The ‘History’ button is only available Online, and will take you to the Call Finder screen & populate the Site details for the Site which the current Call is logged for, showing you the history behind it.
• The ‘Part Request’ button will allow you to add a Part Request which the office can see and then action to restock your van. This can also be done further down the page.
• You may also see a button for Risk Assessment depending on if this has been configured for this type of Call.

The Overview section will give you the basic details of the Call, including the site address & notes etc.

The Equipment section will show any Equipment listed against this Call. This is followed by the Call Notes section which will show existing Notes, as well as allow you to add your own Call Notes without adding a whole Field Report.

Beneath this is the Call Questions section which will list any Questions that have been asked of the office staff who logged the Call, and their answers. This may or may not be populated based on your setup as a company.

The Attachments section will show a list of any Attachments that you have on this particular Call.

The Part Request section will allow you to add requests for Parts that you need for this job (or generally need for your van). You can add the requests here and the office will then be able to see and action these for you.

The Field Reports section will show any Field Reports that have been filled out on this Call already, so if you’re the second Engineer to be sent on this job you’ll be able to see the history behind it.

You can also click ‘Add Field Report’ (which also appears at the top of the screen) to add your own Field Report.

Arriving on Site

When attending a Call, upon arrival, go into the RECD tab and click ‘Arrive’ to set your start time for the job. If you cannot see the Arrive button and the Call number is in grey, it most likely means that you’re Call isn’t saved to the device. You can re-receive the Call from this screen whilst in Online mode.

We recommend working on the Calls in Offline mode as much as possible as this will give the best performance. Field Reports that are submitted whilst Online will be submitted straight back to the main database and you will not have a chance to edit them again, whereas saving a Field Report Offline will allow you to edit it before choosing to Upload.

Starting the Field Report

When you are ready to add your Field Report, go into the Call and click the ‘Add Field Report’ button. You’ll see a summary of the Call Details at the top, and then a section to fill in the details of this visit.

Fill in all of the mandatory fields, and any of the optional fields that you wish to enter.

Equipment

The next section allows you to enter Equipment details. There are a few different ways that this section can be used: a) The Equipment is already on the Field Report, and you just need to fill in the Fault, Repair and Solution Notes.

b) The Equipment is not on the Field Report, so you need to add it:

i. To add an existing Equipment item, click ‘Add Equipment’ and then use the dropdown menu or click the Serial or Product buttons to go to a search screen.

ii. To add a new Equipment record, click the ‘Add New Equipment’ button and fill in all the necessary fields.

This can be repeated as many times as necessary to list all Equipment on the Field Report. You can then click each section to expand or collapse.

Questions

Beneath the Equipment section, there is a Questions section. Any Questions that have been configured and linked to this Call Type will show up here, for example on a Service Call you may have a service checklist.

Field Report Lines

Beneath this is the Field Report Lines section. This is where you can add any Parts that you’ve used to your report. You could optionally click ‘Add Part’ underneath a specific Equipment item to link the Parts you’ve used to specific Equipment items, wherever you click, the process is the same:

To search through the Parts list, click the grey Part button to the left of the dropdown field. On the Find Parts screen that pops up, there is a search bar on the top right which will search all of the fields on this page and return any matches. Simply click the tick to the left of the Part you wish to select.

Once you have chosen the part and entered the quantity, click Save Line. You can add as many additional lines as you need to.

Attachments

Below the Field Report Lines section is the Attachments section. If you are adding a Field Report in Online mode, you can upload attachments straight away. If you are offline you can set a reminder to upload these when you upload the Call.

Final Steps / Field Report Preview

When you get to the bottom of the Field Report page, there are two buttons. The button on the left can be clicked to recalculate the finish time of the job and Work Time to include any time spent filling in the Field Report, and the second button allows you to preview the Field Report.

On the Preview page, all of the fields are greyed out and read only. This is the stage where the customer can take a look and then sign at the bottom once they are happy to. Once they have signed and entered their name, click ‘Capture Signature’

Finally, click Save Field Report (either with or without signature).

When you save a Field Report, if you are in Online Mode it will be submitted straight back to the main database and you will not need to upload it, and also be unable to make any changes. If you are Offline at the time, it will be saved to the device and will require uploading once you go back Online.

Note: if you are completing a Call Offline, the Field Report status will show as Complete, however the Call will remain as RECD until it has been uploaded to the server. At this point, it will be marked as Complete.

To upload Calls, go Online and then click the ‘Upload’ option at the top of the screen. This Upload option will have a number next to it which indicates how many offline records are saved to the device.

This could include not only Calls that you’ve completed Field Reports for, but also any Calls that you’ve Received will show up here.

There will be three options for each Call – Upload, Edit or Delete:

• Click Upload to send the Call back to the main server. If you flagged this Call for Attachments, an attachment section will open up for you to attach the files.
• Click Edit if you wish to make final changes to the data
• Click Delete if you wish to remove this data from your device without sending it back to the server – this deletes the data completely and is not reversible.

Attachments can be added either at the point of creating the Field Report if you are Online, or at the point of uploading the Call if you were Offline at the time.

Both methods work the same – click the ‘add Attachment’ option and you can then choose files from your device. This menu will look different depending on the device you are using, for example on a Windows PC you’ll get the File Explorer, whereas on an Android device you’ll get the ‘Camera Roll’ or ‘Files’ options.

Choose your attachment, give it a description and then click Save. You can repeat this for as many attachments as you need.

The Call Finder is used as a way to find and view existing and historic Calls. If the Call is currently assigned to you, you can see it in your Call List and therefore won’t need to use the Call Finder to see it. The ‘History’ button at the top of a Call will also load the Call Finder.

Call Finder uses live data from the server and therefore you must be Online to use it.

You can search either by Site or Equipment by clicking on the grey search button for the record type you wish to search for, or alternately you could put in a Call Number, date ranges etc.

The Search screens will allow you to type in the search bar to filter by any part of the record shown. Click the tick to the left of the record you wish to return to the main page.

Click Find Call when you wish to return your results. From here you can click on the Call Number of the Call you wish to view, and it’ll open up in the Call screen.

Call2Field Mobile gives you the ability to create a Call whilst in Online Mode. To do this, go onto the Add Call screen.

Choose the Site you wish to add – you can click the grey Site button to open the Site search screen. You could also do this on the Serial button to search by Equipment if you wish.

Once you‘ve loaded the Site, fill in the Equipment, Call Type, Problem, Notes and any other field that you wish to fill in and click Save Call to save this Call into the system. You can also click Clear Call if you wish to start again.

By default this will choose and assign the Call to you, but you can change this on the Engineer field if necessary.

The Time Entry screen allows you to start and stop a timer, optionally adding Mileage and Notes as well. This can then be used to log total working time for the day outside of individual jobs.

Only one timer can run at once, therefore it needs to be stopped before it can be started again.

It will also show the latest 5 entries at the top of the screen whilst you are Online. Like Calls, Time Entry records can be used Offline and are stored in the Offline Data section to be uploaded at a later time.

Unlike Calls, there isn’t a Modify option for Time Entry – just Upload or Delete.

The Location screen on Call2Field Mobile will show you the co-ordinates of where you currently are, providing you have enough of a signal for it to pinpoint you.

You can click to view your location on Google Maps in a new tab.

There is no real need to view this page, it is purely for information in the background and has no impact on your Calls.