https://help.call2field.co.uk/ 2026-05-01T12:57:41+00:00 https://help.call2field.co.uk/ https://help.call2field.co.uk/lib/exe/fetch.php?media=wiki:logo.png text/html 2023-06-21T12:22:08+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=accounting&rev=1687350128&do=diff Accounting Settings The Accounting Settings allows you to select your Accounts software and configure it for use within Call2Field (e.g. Xero, Sage etc). To access this, click your Username on the top-right and choose System Settings. When the System Settings Sidebar opens, select Accounting. text/html 2023-06-22T12:37:04+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=activity_list&rev=1687437424&do=diff Activity List The Activity list is where you can see and schedule activities for all companies, the activities you can schedule can be for new customers that aren't on the system yet, or you can create activities for existing companies. to create an activity, click the text/html 2021-09-06T15:18:40+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=activity_type&rev=1630941520&do=diff Activity Type The Activity Type Code is used to assign a category to an Activity within the Diary. The Activity Type list can be found within the Codes menu. New Activity Types can be added directly into this list, as well as edited. ---------- Appearances text/html 2021-08-31T15:35:40+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=adjust&rev=1630424140&do=diff Adjust The Adjust screen allows you to update multiple Stock Quantities in one go, and can be used when performing a stock take to quickly update this information. Choose a Stock Site, and update the New Quantity field. Once finished, click Adjust Stock to save your adjustments. You'll need to enter an text/html 2021-09-08T09:03:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=adjustment&rev=1631091790&do=diff Adjustment The Adjustment Code is used within the Stock Module to categorize an action, such as changing a Stock record or doing a Stock Adjust. The Adjustment Code can be found within the Codes list. Clicking 'Add New Adjustment' will open a pop-up window where you can enter a Code, Description and then choose a type, between 'Credit', 'Debit', or 'Move' to detail the type of adjustment you're making. text/html 2021-08-16T08:24:50+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=area&rev=1629102290&do=diff Area Code An Area Code is a dropdown value which is assigned to a Site (or sometimes to Equipment). They are designed to help categorize Sites into zones, regions or other groups, usually based on geography. The Area Code can be added directly into the list when clicking the 'Add New Area' button as there are only two fields to be filled in. text/html 2021-08-31T13:58:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=audit&rev=1630418308&do=diff Audit The Audit screen allows you to view a complete audit summary of Stock movements within Call2Field. From here, you can filter by Stock Site or Part Number to get a more precise view, and then use the filters within the column headers to track specific movements such as a text/html 2023-06-20T08:51:24+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=call&rev=1687251084&do=diff Call Calls are a record within Call2Field, primarily for a job which requires an Engineer to attend. These consist of various Codes and are displayed in tabs for ease of navigation. To open the Call screen, hover over the Call Module on the Nav Bar, and either click anywhere on the 'Call' line to view the full Call list, or click the '+' icon on the right to go straight to the Add Call page. You can also use the Call or Add Call buttons on the text/html 2021-08-24T08:19:18+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=call2field_mobile&rev=1629793158&do=diff Call2Field Mobile 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 text/html 2022-04-06T15:28:42+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=call2field_mobile_setup&rev=1649258922&do=diff Setting Up Call2Field Mobile To set up Call2field Mobile on an engineers Phone/tablet, they will first need to ensure that their device meets the requirements for Call2field Mobile. ---------- Link to Mobile To start with, the engineer will need to be sent the link to call2field mobile, this is usualy provided by a support Member either upon an install or an update to. If a link has not been provide then you can always request one from support@redzebrasoftware.com. text/html 2023-06-21T11:35:52+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=call_note_logging&rev=1687347352&do=diff Calll Note Logging Call Note Logging allows you to choose which actions are auto-saved as Call Notes. To access this, click your Username on the top-right and choose System Settings. When the System Settings Sidebar opens, select Call Note Logging. text/html 2021-09-06T13:19:24+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=call_type&rev=1630934364&do=diff Call Type The Call Type Code is used to provide a category for your Calls in a dropdown list, which can be used to determine the type of job, such as breakdown, service etc. To open the Call Type Code list, click on your name on the top-right of the screen, and select 'Codes'. Within this list, you'll see the Call Type option. Click this and you'll get the list. text/html 2023-06-21T13:01:34+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=change_password&rev=1687352494&do=diff Change Password The Change Password setting allows you to change the password for the User you're currently logged in as. You'll need to know your current password to do this. To access this, click your username on the top right and click change password. text/html 2021-09-06T14:51:20+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=codes&rev=1630939880&do=diff Codes [Codes List] Codes are a fundamental part of Call2Field. Almost all of these are configurable which allows them to suit your specific needs. You can create your own Call Types, Fault Codes, Products, and many more. Codes are firstly used to set up easy to use dropdowns & pre-populated fields, which can then in turn provide you with comprehensive filtering and text/html 2024-05-07T13:25:34+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=company&rev=1715088334&do=diff Company The Company View is where you can view a list of all companies that have opportunities or activities assigned to them, these companies can range from new companies that aren't actual customers yet, or they can be existing customers that are looking at expanding their call2field. text/html 2023-06-21T10:55:46+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=contract&rev=1687344946&do=diff Contract The Contract screen is used to set up Contracts against Customers within Call2Field. Contracts can be used to set up specific working time and charges for a Customer and their Sites/Equipment. A Contract is created against a Customer, and can then be linked to specific Sites or Equipment based on what the Contract is for. text/html 2021-08-16T08:39:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=contract_type&rev=1629103172&do=diff Contract Type The Contract Type Code is used to determine the level of a Contract, for example what their standard level of cover is, whether they get any discount on Parts and Labour etc. The Contract Type list will display all of the current Codes, and allow you to edit or create new ones if necessary. text/html 2021-08-16T08:51:12+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=cover&rev=1629103872&do=diff Cover The Cover Code is used to specify working time. This can then be set up to either be the system default (using a pre-made Code) or can be used in conjunction with a Contract or Contract Type to give a specific working time for a particular Customer or their Sites/Equipment The Cover Code list will show all Cover Codes, and allow you to edit or add new. text/html 2021-08-16T08:28:56+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=currency&rev=1629102536&do=diff Currency The Currency Code is a dropdown value that is assigned to to a Customer. It is used to specify which currency a customer works in. The rate of exchange can be held within Call2Field, however this is not a live field so it will need updating manually on a regular basis if this is to be used accurately. text/html 2023-06-21T10:33:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=customer&rev=1687343612&do=diff Customer The Customer screen is the first section within the Customer Module. This screen stores all of your 'billing addresses' or head offices. Customers do not have Calls created directly against them, nor do they have Equipment, but they are the parent record of Sites, which Calls and Equipment would be created against. text/html 2021-08-04T08:39:42+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=customer_module&rev=1628066382&do=diff Customer Module The Customer Module is used to add, view & Edit Customers, Sites, Equipment & Contracts Customer Site Equipment Contract text/html 2023-06-20T12:07:08+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=customer_portal&rev=1687262828&do=diff Customer Portal The Call2Field Customer Portal has been designed to allow your Customers to view and download their Job information, as well as add new Calls if necessary. The Login screen can be customised to contain your company logo. ---------- text/html 2023-06-21T12:50:24+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=customise_mobile&rev=1687351824&do=diff Customise Mobile The Customise Mobile setting, located in the “System Settings” allows you to personalise the appearance of mobile to your liking, here you have the ability to alter the Title, Signature and even the Logo of the Mobile view. To access this, click your Username on the top-right and choose System Settings. text/html 2023-06-21T12:51:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=customise_portal&rev=1687351892&do=diff Customise portal Settings The Customise Portal settings is located within the system settings section, here you can alter the appearance of the customer portal so that it it looks more unique to you. You can alter the Logo, Company title text and even the Footer content. To access this, click your Username on the top-right and choose System Settings. text/html 2021-09-06T13:54:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=custom_code&rev=1630936450&do=diff Custom Code The Custom Code is a dropdown field within the Call screen which is designed to be used as a dropdown, and can act as a secondary status, or 'job stage'. The Custom Code can be given it's own name under the General System Settings screen. Once the name has been changed, this is what the field will appear as wherever it is shown. text/html 2023-06-15T14:20:00+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=department&rev=1686838800&do=diff Department Code The Department code is a part of the the company page and it is used to specify where in a business the contact works, e.g. sales, it is located under the contact info section of the company info section. The department code can be selected either direct from the dropdown, or by typing it into the empty field and if that department has been added to the system it will appear as an option to select. text/html 2021-09-06T09:59:12+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=design_custom_info&rev=1630922352&do=diff Design Custom Info The Design Custom Info screen is used to create your 'Extra Info' tabs which appear against the Customer, Site, Equipment and Quote screens. When you open this screen, you can use the dropdown field at the top to pick which of these screen types you wish to create/edit. text/html 2021-09-03T12:46:54+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=design_dashboard&rev=1630673214&do=diff Design Dashboard The Design Dashboard screen is used to create and maintain your Live Dashboard screens. It can be accessed under the Reporting Module. To create a new Dashboard, click the 'New Dashboard' button. From here, you can click the 'Add Report' button to choose your report and set the criteria. text/html 2021-09-03T14:42:00+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=design_questions&rev=1630680120&do=diff Design Questions The Design Questions screen can be used to create & maintain Question Sets within Call2Field. Question Sets are then applied to a Call Type. There are four types of Question Set, which are detailed below: Question Set TypeDescriptionCallQuestions which are answered against a text/html 2023-07-31T10:49:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=diary&rev=1690800572&do=diff Diary The Diary is a section within the Call Module which can be used to plan, schedule and manage Calls within Call2Field. This screen can be opened as a new tab from the Nav Bar. Double clicking on a Call will open it in a new tab. There is also a button at the top of the screen which allows you to add an Activity. These are entries in the diary which aren't a Call, such as a holiday, sick day etc. text/html 2024-10-17T13:21:30+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=email&rev=1729171290&do=diff Email Call2Field can integrate with your email provider, enabling you to send messages to the specific your customer or engineers associated with that page, with the option to automatically pre-fill the messages with templates that can include any relevant data you feel is appropriate. Look out for the mail icons text/html 2021-08-19T08:48:04+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=employee&rev=1629362884&do=diff Employee The Employee code is a record of a member of staff within Call2Field. Not all Employees need to exist as Users, but every User does need a valid Employee record. ---------- Add Employee To create a new Employee, go to the Employee Code section and click Add from the list. text/html 2023-06-21T10:47:58+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=equipment&rev=1687344478&do=diff Equipment Equipment records are assets or machines that belong to a particular Site. They are made up of a Serial Number, Site and Product. A Site may have many Equipment records linked to it. Equipment can be found under the Customer module, either by going to the Equipment screen, or by going to the text/html 2021-08-16T13:05:50+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=equipment_status&rev=1629119150&do=diff Equipment Status The Equipment Status Code is a dropdown field which can be selected against an Equipment record in order to categorize them by a user-defined status. An example of how this code can be used would be to set different states of the machine, such as 'active', 'decommissioned' etc. text/html 2023-06-19T13:55:22+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=event_type&rev=1687182922&do=diff Event Type Code The Event Type Code is part of the Activity List section of the sales module, it is used to specify what will be happening at the specified time, this can be anything from sales pitch to a simple phone call. When creating an activity in the Activity List window, one of the first fields you will be asked to specify/fill in is the event type code, it is mandatory as it gives the entire activity context, it is a drop down filed so you can search for the right event type code, o… text/html 2021-09-06T14:49:24+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=fault&rev=1630939764&do=diff Fault Code Fault Codes are a dropdown code used on Field Reports, filled in by the Engineer. They are used to categorize the issue that has been found when filling in a Field Report. If a Field Report has multiple Equipment records, one Fault will be required per Equipment record. text/html 2023-06-20T08:51:58+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=field_report&rev=1687251118&do=diff Field Report 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. text/html 2023-06-21T13:19:22+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=general_account_settings&rev=1687353562&do=diff General Account Settings The General Account Settings page contains three settings which are user-specific. To access this, click your Username on the top-right and choose Account Settings. When the Account Settings Sidebar opens, the general account settings will open by default. text/html 2023-06-21T11:35:18+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=general_system_settings&rev=1687347318&do=diff General System Settings The General System Settings page is used to control options which affect all users. To access this, click your Username on the top-right and choose System Settings. When the System Settings Sidebar opens the general system settings will open by default. If you are on a different settings page, they can be accessed by clicking text/html 2021-08-16T08:10:30+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=getting_started&rev=1629101430&do=diff Getting Started Call2Field Online has been designed to be intuitive and simple to use. Below are some tips to help you learn and understand the basics of navigating & using Call2Field: Home Screen When you first log into Call2Field, you'll see the home screen. The radial menu in the center gives you quick access to various parts of the system, each of which can also be accessed using the text/html 2023-07-10T14:19:14+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=guides&rev=1688998754&do=diff How To Guides The following pages are guides which can be used when configuring & using Call2Field: Basics * Implementation Guide * Recommended System Requirements Online * Logging In * Getting Started * How to Reset a Password * How to set up a new Online or Mobile User * How to set up and Manage Rental or Hire Equipment Mobile * Call2Field Mobile Guide * Call2Field Mobile Setup Customer Portal * Customer Portal Guide * How to Set up a new Customer Portal… text/html 2021-08-23T09:14:00+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=implementation_guide&rev=1629710040&do=diff Implementation Guide This guide will outline the key steps to implementing the software, bare in mind this may vary by company and requirements. ---------- Stage 1 - Installation The first step to getting Call2Field set up is the server installation. There are two different scenarios at this point: text/html 2021-08-23T09:20:22+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=importing_invoices_into_sage&rev=1629710422&do=diff Importing Invoices Into Sage This guide will detail the process of importing Invoices into Sage, to import an Excel Spreadsheet into Sage you will need to follow these steps. ---------- Step 1 Click on File, and select Import… You will then open the Data Import Wizard. This will walk you through the process of importing data. On the Welcome page, click Next to begin the process of importing the data. text/html 2021-08-16T09:16:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=industry&rev=1629105392&do=diff Industry The Industry Code is a dropdown field which can be used to allocate a particular Industry or sector to a Customer and/or Site. This isn't a mandatory field, but can be useful to group or filter by when reporting or searching the system. The Industry list will display all created Codes, and allow you to edit or add new. Clicking Add New Industry will allow you to add a new line to the list directly. text/html 2021-09-02T10:56:56+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=invoice_generation&rev=1630580216&do=diff Invoice Generation The Invoice Generation screen can be used to generate Call or Contract Invoices within Call2Field. The type of Invoice you wish to generate is controlled by a toggle at the top of the screen. This will also change the fields present on the screen to give you options relevant to your Invoice Type. text/html 2021-09-03T10:02:40+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=invoice_manager&rev=1630663360&do=diff Invoice Manager The Invoice Manager screen is used to view, export and email your Invoices. When you open this screen, you'll see a list of all Invoices within your system. From here, you can use the buttons to the left of each Invoice to either email or text/html 2021-09-03T10:14:24+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=live_dashboard&rev=1630664064&do=diff Live Dashboard The Live Dashboard is a feature within Call2Field which can be set up and configured to display real-time data on screen. This can be set up per-user, and depending on your office setup, can be displayed on a big screen within your office for all staff to see. The Live Dashboard option in the Nav-Bar has the 'Open in new tab' option. text/html 2023-06-21T11:30:14+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=logged_in_users&rev=1687347014&do=diff Logged In Users The Logged In Users screen is used to display a list of all Users who have a current session within Call2Field Online. To access this, click your Username on the top-right and choose System Settings. When the System Settings Sidebar opens, select Logged in Users. text/html 2023-06-22T08:28:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=logging_in&rev=1687422512&do=diff Logging In ---------- Call2Field is a web-based application, and therefore runs in a browser. We do have some recommendations, however it should work in almost any browser, on almost any device. When we first set up Call2Field for you, we will send you a link, along with a username & password. You may be prompted to change your password if it doesn't meet our strong password requirements, or if it has recently been reset. text/html 2021-12-17T11:55:46+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=manage_pms&rev=1639742146&do=diff Manage PMs The Manage PMs screen displays a list of all Planned Maintenance cycles within Call2Field. To open this screen, select the 'Manage PMs' option under the Customer Module. From this screen, you can click the arrow to the very left of each row to expand and view text/html 2021-08-24T09:49:40+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=mapping&rev=1629798580&do=diff Mapping The Mapping screen is part of the Call Module, and can be used to plot where your Calls, Sites, and Engineers are on a map. In order to view Engineer locations, you can either use the Location from the Call2Field Mobile web app, or a vehicle tracking system. ---------- Mapping View text/html 2023-06-21T12:21:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=mobile&rev=1687350070&do=diff Mobile The Mobile Settings screen allows you to change the configuration of the Mobile version of Call2Field. To access this, click your Username on the top-right and choose System Settings. When the System Settings Sidebar opens, select Mobile Settings. text/html 2021-08-24T09:28:54+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=monitor&rev=1629797334&do=diff Monitor The Call Monitor screen is part of the Call Module, and is used to view a live list of all active or recently closed Calls. The Monitor can either be opened on the current tab, or using the 'new tab' option under Monitor on the Nav Bar. ---------- text/html 2021-08-31T15:29:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=move&rev=1630423750&do=diff Move The Move screen lets you transfer stock from one Stock Site to another. the left-hand side of the screen shows the origin Site, and the right-hand site shows the destination Site. Once you have picked the Site you wish to move Stock from, and the Site you wish to move it to, you can filter the lists using the search bars on each column & then fill in the quantity you wish to transfer. text/html 2023-06-20T14:13:20+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=new_portal_user&rev=1687270400&do=diff How to create a new Customer Portal User To Set up a new customer Portal User, Log in to Call2Field Online. Once you have logged in, click on your name in the top right hand corner, then click System Settings. When the settings sidebar has opened, click on Portal Users. This will bring up the list of existing Customer Portal Users. text/html 2023-06-21T10:02:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=new_user&rev=1687341730&do=diff How to Create a new Online or Mobile user Setting up a new online or mobile user in Call2Field is a two step process. First you need to register them as an employee, then you can create a user for them. Check the Licence Before we start, we need to check how many user licenses we have. You can find this out by clicking on your name in the top right corner, then clicking system settings. text/html 2022-01-05T08:58:44+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=opportunities&rev=1641373124&do=diff Opportunities The opportunities page displays the the opportunities that there are for either new or existing customers, they can act as prelude to the activities page. The opportunity page is where you will input any customers that may be interested in becoming customers. text/html 2021-09-07T09:23:18+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=order_type&rev=1631006598&do=diff Order Type The Order Type Code is used when creating a Sales Order to categorize the type of order which is being placed. This is somewhat open to the interpretation of your setup, but essentially allows you to group your Sales Orders. Order Type can be found under the Codes menu. To add a new Order Type, click the 'Add' button within the list. text/html 2023-06-22T14:30:02+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=parts&rev=1687444202&do=diff Parts The Parts screen is used to create, view and edit Parts & charges within Call2Field. It can be found under the Stock Module on the Nav Bar. ---------- Parts List The Parts List will show a list of all Parts in the system. This can be filtered and searched using the column headers or Advanced Search options. You can also tick 'Include Inactive Parts' to view any which have been set to Inactive. text/html 2023-06-20T14:14:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=password_reset&rev=1687270468&do=diff How to Reset a User's Password For whatever reason, you have a user who cannot log in. Maybe they forgot their password, or someone else has attempted to get in and caused their account to lock. The first step in troubleshooting them and hopefully getting them back online is to reset their password. text/html 2023-06-19T13:59:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=phase&rev=1687183172&do=diff Phase Code The Phase Code is used in the opportunity page, it specifies the current progress level of an opportunity, e.g. if a potential customer has been called and they are interested, you can move them from an initial contact phase code to interested/demo phase code, this helps you get a gist of where potential new customers are. text/html 2023-06-21T12:45:38+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=portal_email&rev=1687351538&do=diff Portal email The Portal email setting (Like the System Emailing Feature)allows Portal users to send emails from within Call2field. To access this, click your Username on the top-right and choose System Settings. When the System Settings Sidebar opens, select Portal Email. text/html 2023-06-21T12:34:40+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=portal_users&rev=1687350880&do=diff Portal Users The Portal users view shows you all the users that can access the Customer Portal, you can also add or edit existing users from this view as-well. To access this, click your Username on the top-right and choose System Settings. When the System Settings Sidebar opens, select Portal Users. text/html 2023-06-21T13:28:22+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=postcode_lookup&rev=1687354102&do=diff Postcode Lookup The Postcode Lookup allows you to enable the Postcode Finder in Call2Field, provided that your supplier is one which Call2Field links with. To access this, click your Username on the top-right and choose Account Settings. When the Account Settings Sidebar opens, select Postcode lookup. text/html 2021-08-31T11:48:58+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=po_invoice&rev=1630410538&do=diff Purchase Order Invoice The PO Invoice screen is used to enter your Supplier Invoice details for your Purchase Orders. These can then be exported to Excel/CSV. ---------- PO Invoice List The PO Invoice List will display all PO Invoices that have been created, and can be filtered to return the records you are searching for using the column filters. text/html 2021-08-31T13:41:54+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=po_returns&rev=1630417314&do=diff Purchase Order Returns The PO Returns screen is used to process the return of Parts which were ordered on a Purchase Order. ---------- PO Returns List The PO Returns List will show all Returns that have been created for Purchased Parts. This list can be filtered using the column header search bars. Once you have found the record you wish to view, double click it. Alternatively, you can click 'Add Po Returns' to create a new record. text/html 2021-10-06T11:34:08+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=po_status&rev=1633520048&do=diff PO Status The PO Status Code is a code which can be used on Purchase Orders to categorize the current state/progress of the order. This can then be used to filter or report on Orders to see what stage it is at. To add a new PO Status, go to the Codes list by clicking your username, and then choose PO Status from the list. From here, you can view, edit and add PO Statuses. Clicking the Add button will add a blank column into the list for you to add. Enter a Code and Description, and then clic… text/html 2021-08-18T09:03:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=ppm&rev=1629277408&do=diff PPM The PPM screen is used to turn Planned Maintenance Cycles into Calls within Call2Field. There are various options which can be used to filter your results, or you can generate PPM Calls from a Customer, Site or Equipment screen directly for more precise results. [PPM Screen] The following steps will generate Planned Maintenance Calls: text/html 2021-09-06T15:05:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=problem&rev=1630940732&do=diff Problem The Problem Code is a dropdown field which can be used when adding a Call. It is an optional field, but can be very useful when reporting or trying to categorize your jobs based on the type of issue. Problem Codes are similar to Fault and Repair codes, however they are filled in by the person taking the Call, using information usually given by the Site Contact. text/html 2021-08-16T13:52:24+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=product&rev=1629121944&do=diff Product The Product Code is used to create a dropdown list of all 'machines' or types of Equipment which may be repaired, serviced or otherwise used in Call2Field. The list itself is not specific to any Site. To create a new Product, click the Add button on the Product Code list, or to edit an existing Product, click the pencil icon to the right of the Code. text/html 2021-08-16T13:29:30+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=product_group&rev=1629120570&do=diff Product Group Product Groups are Codes which can be used to categorize Products, which can be useful when setting up Question Groups or Planned Maintenance. Product Groups can be added directly in the list by clicking the Add New Product Group button. ---------- text/html 2023-06-20T08:54:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=purchase_order&rev=1687251250&do=diff Purchase Order The Purchase Order screen is used to create and manage your orders to Suppliers. You can open this screen using the Nav-Bar, either onto the list view, or by clicking the '+' button to load the Add screen. ---------- PO List The PO List will display all Purchase Orders in your database. You can use the column headers or the Advanced Search to filter your results. text/html 2023-06-20T08:55:12+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=quote&rev=1687251312&do=diff Quote The Quote screen is used to create and manage all of your Quotes within Call2Field. It can be accessed either on the home screen or by using the Nav-Bar. Quotes can be created from scratch, or raised via the Call screen's 'Convert' option. ---------- text/html 2021-09-13T09:46:24+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=quote_status&rev=1631526384&do=diff Quote Status Code The Quote Status Code, is used to display the current state of a quote, for example if a quote has just been added the default status that it will be set to is “New Quote”. the Quote Status code is seen when viewing a quote directly, it is located at the top left of the quote page (below the main navbar). text/html 2023-06-15T13:09:54+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=quote_type&rev=1686834594&do=diff Quote Type The Quote Type Code is used on the Quote screen to categorize Quotes. The Quote Type Code is used within the Quote Module, as a way of categorising quotes into different areas, the quote type code can be used to specify if a quote is for a piece of machinery or for an entire job. text/html 2021-08-02T14:52:46+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=recommended_system_requirements&rev=1627915966&do=diff Recommended System Requirements Below are the recommended system requirements for running Call2Field. Please be aware that Call2Field may run on servers, machines and/or devices which don't meet these requirements, but we can't guarantee the performance. text/html 2026-02-25T09:40:04+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=release_notes&rev=1772012404&do=diff Release Notes Please find below the release notes for Call2Field. Feel free to contact Red Zebra for further information. 9.4.6.2 Call2Field Online Development * Right-click on PRINT button allows output to various file types * Ability to highlight and select Serial Number on Field Report Equipment text/html 2023-07-10T15:49:00+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=rental&rev=1689004140&do=diff How to Set up Rental or Hire Equipment in Call2Field This guide is currently being worked on, it is not finished yet. Many companies have a substantial Hire or Rental fleet in addition to the equipment that is serviced on site. Call2field does not have a direct method to do this yet, but there is a simple way to keep track of Hire and Rental equipment. text/html 2021-09-06T14:49:30+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=repair&rev=1630939770&do=diff Repair Code Repair Codes are a dropdown code used on Field Reports, filled in by the Engineer. They are used to categorize what has been done, or what state a machine/Site has been left in when filling out a Field Report. If a Field Report has multiple Equipment records, one Repair will be required per Equipment record. text/html 2023-06-19T14:41:44+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=run_reports&rev=1687185704&do=diff Run Reports The Run Reports screen is used to generate reports within Call2Field. There are a large number of reports within this list, most of which will be our standard set, however your 'Customer Specific' reports will aways show at the top of this list in their own subsection. text/html 2023-06-20T08:53:36+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=sales_order&rev=1687251216&do=diff Sales Order The Sales Order screen is used to manage the sale of Parts within Call2Field. These are often used where there has been a sale of goods but no Engineer attendance required, or for a walk-in sale etc. ---------- Sales Order List The List view of Sales Orders will show all records within your system, and can be filtered to find the record(s) you're looking for. text/html 2023-06-21T12:49:26+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=sales_settings&rev=1687351766&do=diff Sales Settings The Sales settings are part of the sales module, here you can assign assign colours to the priority levels that exist within the sales module. To access this, click your Username on the top-right and choose System Settings. When the System Settings Sidebar opens, select Sales Settings text/html 2023-06-21T10:42:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=site&rev=1687344168&do=diff Site The Site Screen the second section within the Customer Module, sites are the locations which your Engineers will be visiting, they are also the records that you search for and select when adding a Call. A Site record belongs to the Customer, and can even be one of many Sites linked to the same parent Customer. text/html 2023-06-21T13:24:36+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=sms&rev=1687353876&do=diff SMS Settings The SMS settings allows you to enable the sms feature so you can text jobs to engineers. To access this, click your Username on the top-right and choose Account Settings. When the Account Settings Sidebar opens, select SMS. To enable SMS from Call2Field, please tick the Enable SMS tickbox, then select the SMS service provider that your company uses. text/html 2023-05-22T15:46:56+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=smtp&rev=1684770416&do=diff Email This page has moved. Please refer to email for more details text/html 2023-06-15T14:36:22+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=source&rev=1686839782&do=diff Source Code The Source Code is part a code that is used to indicate where the info on a company came from, it is located in the “Company info” section when viewing a company record. The source code essentially allows you to know where as the info in the text/html 2026-03-04T08:57:24+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=start&rev=1772614644&do=diff Welcome to the Call2Field Help Centre The Call2Field Help Centre is designed to help you get the best out of Call2Field. Below are links to some useful pages to help you get started, as well as a table of each Module: Logging In Getting Started Call2Field Mobile Customer Portal How To Guides Latest Version - 9.4.6.2 - text/html 2021-08-27T08:26:42+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=stock&rev=1630052802&do=diff Stock The Stock screen is the first screen within the Stock Module, and is used to view, add and edit Stock records. A Stock record is a Part which exists at a Stock Site with a particular quantity. The same Part can exist across multiple Stock Sites, as each one is essentially it's own list. Stock can even be moved between Sites using the text/html 2023-06-20T08:53:04+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=supplier&rev=1687251184&do=diff Supplier The Supplier screen is found under the Stock Module, and is used to store a list of Suppliers of various Parts and services. Functionally, it is very similar to the Customer or Site pages. ---------- List View To open the Supplier list, go to the Supplier option on the Nav Bar, or on the home screen. This will give you a list of all Suppliers within your database. text/html 2023-06-21T12:32:54+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=system_email&rev=1687350774&do=diff System Email System Emailing is used to send automated emails out of Call2Field, for instance when a Call is added via Customer Portal etc. To access this, click your Username on the top-right and choose System Settings. When the System Settings Sidebar opens, select System Email. text/html 2023-06-15T13:47:54+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=title&rev=1686836874&do=diff Title Code The Title Code is used to define the role/title of a contact when viewing a company in the sales module, the title code can be anything from MR, MRS or DR. When adding a new company in the company section of the sales module, you can add a contact to said company, this will usually be the current person you are in contact with in that company, when adding their contact info you can assign them a title, it is an optional field so you do not need to fill it out. text/html 2021-08-19T09:23:36+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=user&rev=1629365016&do=diff User A User is created to log in and access Call2Field. Depending on the licence applied to your User, you can access different areas of Call2Field. A user can have more than one licence type if they need to access multiple areas of the system. User Licence Types text/html 2023-11-30T10:39:02+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=user_profile&rev=1701340742&do=diff User Profile Code The User Profile Code is used when making a user, it specifies what access the user will have to the Call2Field software, in particular the modules they can access and their permission within those modules. To view the user profile code list, head to the settings tab and navigate to the text/html 2021-08-16T10:39:20+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=vat&rev=1629110360&do=diff VAT Code The VAT Code is used to determine the level of VAT that a Customer is required to be charged at. VAT Codes can be added or edited on the VAT list within the Codes menu. ---------- Appearances * VAT Codes are set against the Customer record text/html 2023-06-21T10:28:40+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.call2field.co.uk/doku.php?id=view_licence&rev=1687343320&do=diff View Licence The View Licence page allows you to see your licence details. To access this, click your Username on the top-right and choose System Settings. When the System Settings Sidebar opens, select View Licence to view your licence. This screen is purely for information and can only be changed by RedZebra Software. Each section is explained below.