A Field Report is a record created against a Call, usually by an Engineer on Call2Field Mobile to detail their attendance to a job. Please see the Mobile section for details on how this is done in the field. This page will focus on Field Reports within Call2Field Online.

To add a Field Report, click the Add Field Report button on the Call Field Report tab. Make sure that all of the required fields are filled in, as well as any non-mandatory details you wish to save.

Fill in the details for your Equipment (or Product Only) and add any Lines for Parts/Charges at the bottom

Click Save at the top of the screen to save your Field Report

Once you have saved a new, or selected an existing Field Report, you'll be able to load it and view it on screen. Some fields can be changed on this screen, whereas some will be locked. Across the top of the screen there will be a number of values to give you financial totals for the Field Report.

Click Save after any changes to make sure they are saved to the database.

There are multiple tabs across the top of the screen which each contain a different section of the Field Report. These are detailed below:

The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way.

To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box. You can then view and download these whenever you need to.