Call2Field Help Manual

This guide will outline the key steps to implementing the software, bare in mind this may vary by company and requirements.

The first step to getting Call2Field set up is the server installation. There are two different scenarios at this point:

Hosted by RedZebra
If you’ve purchased our SaaS option, or you’ve chosen to have your system hosted by us, you don’t need to do anything at this stage. We will carry out the setup on our server and send you the relevant links to access Call2Field once it’s ready.

Hosted by You / Third Party
If you have your own on-site server, or have one hosted by a third party, we can install onto this (providing it meets our requirements). We can also recommend a hosting company if necessary. Once you have a suitable server, all you need to do is supply us with connection details, which can be Remote Desktop, TeamViewer, or another agreed method. Once installed, we will send the relevant links to access Call2Field.

The next step is to upload your current data to the system. To do this, we will send you an Excel spreadsheet with headers which you can populate with your data. Once you have sent us your data, we will map it and upload it into your Call2Field database for you.

Depending on how you wish to proceed, and whether you have data already in place, you may choose to skip this stage and enter the data yourselves. We do recommend that if you do want data imported, it is done before the training is booked.

Once you have data loaded in the system, we can arrange a training session. This first session will be an introduction to the software and how to use it. This can either be done on-site or remotely, and usually lasts about 2-3 hours depending on the size and experience of the group.

The session consists of an introduction to the software itself, how to set up Users and Employees, Creating and modifying Customers and Sites, and adding & completing Calls. You will also be shown the Call Diary and how to use it to manage your Calls. This session will also help you understand and set up the various Codes in the system, such as Call Type, etc.

After the first training session, we advise that you start to populate the Codes that you wish to use (such as Problem, Fault, Repair etc). Setting up the Codes is an important part of the system, as they determine the different ways of grouping the data and help you to retrieve this data in reports. For example, setting up various Call Types will allow you to group your Callouts by the various reasons behind them, such as breakdown, planned maintenance, installation etc.

You can also practice using the system and build a list of any queries that you may have for the next training session.

Once you’ve had some time to practice with the system and input some more Codes, you can book a second session to cover any queries that you still have, or any areas of Call2Field that didn’t get covered during previous sessions. It may also be worth arranging for an Engineer to be involved in the later sessions.

Depending on how much of the system you plan to use, and how experienced you are using software packages such as this, you may feel confident enough to start inputting live data and begin using the software live without an additional training session. We can advise you as to whether we think you are at this stage, and training can also be booked for after the Live date.

Once you’ve been using the system for a while, you will be able to make better use of the vast number of reports available. These will help you view and use the data in your system in various formats. We can also design custom reports upon request if you need us to.

Ongoing support is available to help you to get the most out of your system. The ongoing support includes system updates, modifications to existing reports as well as general support and help. Our support hours are Monday to Friday 9:00 - 17:00.

If there is anything you would like to discuss with us, please don’t hesitate to contact us. From the whole team at RedZebra, we look forward to working with you.