Field Service

8 Feb 2026

Creating and Assigning Tasks

Tasks are the core module in Field Service mode and cannot be disabled. Tasks allow you to assign work to one or multiple employees, with...

8 Feb 2026

Custom Task Fields

Custom task fields allow you to adapt tasks to your company’s workflows and collect exactly the data you need. Default Task Fields When a company...

17 Feb 2026

Dashboard in the Mobile Application

The Dashboard is the main screen of the mobile application. It displays task-related data and allows you to manage location tracking (if the Work Location...

21 Jan 2026

Employee Profile

The employee profile contains the main information and settings of an employee in the system. To open an employee profile: Go to the “Employees” section....

16 Dec 2025

Facilities in the Inventory Module

In the Inventory module, you can create facilities for storing and managing items. To access facilities: In the side menu, select “Inventory Settings.” Open the...

24 Dec 2025

Facility Inventory Overview in the Inventory Module

The Facility Inventory section allows you to view and manage tools, items, and consumable materials stored at each facility.Here you can add items, adjust quantities,...

20 Nov 2025

Inventory

Module Activation and Setup Order The Inventory module is used to manage tools, materials, warehouses, and storage locations.Before using it, the module must be activated....

24 Dec 2025

Item Transfers in the Inventory Module

The transfer function is used to move tools, items, and materials between facilities and technicians.The detailed process of creating a transfer is described in the...

20 Jan 2026

Map

The Map section in the side menu allows you to: view tasks on the map; create tasks (if a client with an address exists); track...

16 Nov 2025

Marks

Marks are visual indicators used to filter tasks in the calendar and categorize them by work type or other identifiers. They help teams quickly distinguish...