FAQ's

Product training content related to control tower functionality

How do I create a new customer?
Create a New Customer  From the Control Tower, select the Profiles drop down menu (top left) and choose New Customer.  A new Customer Profile tab di...
Thu, 22 Jun, 2017 at 3:59 PM
How do I create a parent customer with child customers?
Parent/Child Customer This field draws from content already in the system as updated by Administrator of the application. The Parent Customer must be creat...
Wed, 7 Jun, 2017 at 2:56 PM
How do I create a new user in the Control Tower?
Create New User From the Control Tower, select Profiles drop down menu and choose New User. A new User Profile tab displays. Unless otherwise no...
Thu, 29 Jun, 2017 at 5:25 PM
How do I assign a specific field technician as a default or preferred technician for a customer?
Select the Preferred Technician dropdown within the customer profile and a user search form will open as shown in the images below. Select t...
Wed, 28 Jun, 2017 at 11:33 AM
What is required to setup before I begin using SmartField?
Before creating new Users and Customers so you can begin using SmartField, User Types, Access, Job Skills, and Customer Types are configured by a member o...
Tue, 1 Aug, 2017 at 3:27 PM
What are user types and how do I create a user type?
User Types User Types are the persona or role assigned to the user. The type has a direct effect on the permissions available when using the system. Please...
Mon, 7 Aug, 2017 at 4:37 PM
How do I control access to the SmartField application?
Access is controlled in the SmartField application by Access Types predefined in the system.  These Access Types cannot be changed.  Please see list below o...
Wed, 12 Jul, 2017 at 9:44 AM
What is a job skill and how do I create a job skill?
Job Skills Job Skills are seen as an expertise, ability or attribute of a User (Field Technician) that identifies what jobs they can be assigned. Job Skill...
Mon, 7 Aug, 2017 at 4:39 PM
What are customer types and how do I create a customer type?
Customer Types Customer Type is used to classify your customer base. Refer to the Create a Customer Type lesson to learn how to create additional types. E...
Mon, 7 Aug, 2017 at 4:39 PM
What is a division in the customer setup?
Division If the Customer separates their locations geographically, use the Division function. Customers can only be assigned to one division and the div...
Tue, 1 Aug, 2017 at 2:33 PM