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Work Orders

Creating Custom Work Order Fields
Creating Custom Work Order Fields Creating custom fields helps a company define what needs to be tracked and how that ...

Bundling Work Orders
bundling work orders What is Bundling Bundling work orders allows you to assign multiple work orders simultaneously to a ...

Labeling Work Orders
labeling work orders Labels help you organize work orders your way By labeling a manager can track work order ...

Approving Completed Work
approving completed work Once a technician completes a work order satisfactorily it must be approved so the technician can ...

Create and Route Work Orders
Routing a Work Order Routing a work order sends it directly to a specific technician The routing function may be ...

Create and Publish Work Orders
Create and Publish a Work Order Work Orders detail the job location and pay rate Work Orders are then published ...

Buyer Ratings
Buyer Ratings Overview Field Nation now allows our providers to rate the buyer of the work order they completed Buyers ...

Buyer Ratings
Buyer Ratings Overview Field Nation now allows our providers to rate the buyer of the work order they completed Buyers ...

Check In and Check Out
check-in and check-out Most jobs done by providers on the Field Nation platform get billed on an hourly basis This ...

Check In and Check Out
check-in and check-out Most jobs done by providers on the Field Nation platform get billed on an hourly basis This ...

Add Bonuses on Work Orders
Add Bonus Feature to a work order First go to company manager in your Field Nation dashboard Click on Bonus ...

Mass Approving Work Orders
Mass approve work orders To use this new feature go to work orders in your Field Nation dashboard Then click ...

Work Order Activity Report
Our Work Order Activity Report tool allows you to quickly and easily build powerful reports to analyse the work orders ...

Tasks on Work Orders
Field Nation allows hilighting key portions of the job as tasks Tasks can then be checked as completed by the ...

Work Order Substatuses
We have created a system for tracking exactly what step a work order is on For example rather than just ...

Alert Work Orders
When Field Nation detects something may be wrong on a work order it will be marked with an alert label ...

Technician

Completing A Work Order
completing a work order Once the work is done successfully you need to submit your work to the customer ...

Bidding On A Work Order
Bidding on a work order As a Field Nation technician you receive notifications each time a position opens near ...

Requesting A Work Order
requesting a work order Request at current Price offer As a technician you have instant access to a vast ...

Searching Available Work Orders
Searching available work orders After you are verified as a Field Nation independent technician you can search work orders ...

Tracking Your Progress
tracking your progress As a technician you must keep regular track of your progress on each job This allows ...

Company Management

Viewing And Editing Company Information
viewing and editing company information The User s company address contact information and other related items can be found and ...

Deposit Funds By Invoice
Deposit Funds by Invoice The company Fund Manager is like a checking account It allows a user to create route ...

Setting And Changing Maximum Spending Limits
setting and changing maximum spending limits The Administrator can set and change spending limits for access level groups and the ...

Creating Custom Technician Fields
Creating Custom technician Fields Users can create custom labels for the technician This is so companies can apply their own ...

Configure Work Order Listing Columns
CONFIGURE WORK ORDER LISTING COLUMNS Work Order listings appear in columns similar in appearance to a standard table These ...

Integration

Field Nation Integration Guide
Field Nation Integration Guide Presented By Field Nation Information Technology Group last updated Nov nd Purpose This guide is intended ...

Field Nation System Soap
SOAP API v docx Field Nation System SOAP API V Presented By Field Nation Information Technology Group Last Updated Oct ...

Autotask Integration
Autotask Integration If your company uses Autotask to manage requests from your end clients you may find yourself copying and ...

ConnectWise Integration
Configuring the Integration Open the ConnectWise program the web interface is not compatible with these steps and login using an ...

Registration

Sign Up as a Technician
SIGNING UP AS A FIELD NATION PROVIDER Field Nation welcomes new providers who want an easy way for buyers to ...

Sign Up as a Company
SIGNING UP AS A FIELD NATION BUYER Field Nation provides an easy and free way for buyers to find qualified ...

Code of Conduct
Introduction Field Nation's reputation hangs on the quality of the work and providers with whom we do business Our unique ...

Training Manager

Add a Standalone Test
adding a stand-alone test Field Nation allows your company to create customized independent tests for your employees and technicians ...

Add a Test to a Course
adding a test to a Course Field Nation allows your company to add additional tests to your courses This ...

Add Materials to a Course
adding materials to a Course Field Nation allows your company to add new materials to your courses ...

Add a Course
adding a Course Field Nation allows your company to add courses to your educational or screening process You can ...

Accounting

Deposit Funds by Credit Card
DEPOSIT FUNDS INTO COMPANY FUND MANAGER Selecting a provider from the Field Nation platform requires a company have a way ...

Deposit Funds by Invoice
Deposit Funds by Invoice The company Fund Manager is like a checking account It allows a user to create route ...

Profile

What are Badges?
Badges Providers receive badges for successfully passing their background check or their drug test Customers who see a badge on ...

Change Insurance Information
Uploading your insurance information Many companies will not contract with a provider who does not carry personal liability insurance For ...

Change Notification Settings
change notification settings The tool drop down menu contains personal and payment information One of these fields MUST be completed ...

Change Alert Settings
changing alert settings Every time something happens involving you and the Field Nation community an alert generates These alerts tell ...

Changing Your Payment Method
changing your payment method Field Nation has three different methods for making sure you receive payment They are checks automatic ...

Change Your Provider Type
changing your technician type status Field Nation recognizes two types of technicians independent technicians and service company technicians When you ...

Filling Out Tax Information
FIlling out YOur W The W is required tax information This field MUST be completed before you can work through ...

Managing Your Schedule
Managing your calendar Field Nation provides you with a calendar to show buyers customers the preferred business hours you set ...

Setting Your Privacy Settings
privacy settings Independent contractors frequently want to limit who can and who cannot see specific information about them This is ...

Drug & Background Checks
drug and Background checks United States Technicians Only Most customers want certain additional information before bringing a technician to their ...

Changing Your Contact Information
changing contact information If you move change your phone number change your address change your name or make any other ...

Changing Your Password as a Provider
Changing Your Password There might be times when you desire to change your password Click your name on the menu ...

Changing Your Password as a Buyer
Changing Your Password There might be times when you desire to change your password Click your name on the menu ...

Social

Connections for Providers
connections Connections allow you to speak with customers and other technicians using Field Nation s social network as the platform ...

Provider Feed
Heads Up Display For Customers Inspire features a new Heads Up display for our customers It is designed to be ...

Provider Inviting Somone to a Group
Inviting Someone to join a Group Inviting a person into your group helps a person you know to feel welcome ...

Provider Joining a Group
joining a group Field Nation provides a platform for social company and professional networks with varying levels of privacy and ...

Moderating Members of Groups
moderating Members and groups Group moderators either created the group or were appointed by the person who created the group ...

Feed for Customers
Heads Up Display For Customers Inspire features a new Heads Up display for our customers It is designed to be ...

Marketing Yourself

Creating Your Brand
Creating your brand Customers often have dozens or even hundreds of technicians to choose from so you need to stand ...

Training
training Field Nation requires all providers to take the official Field Nation training within two weeks of joining Technicians who ...

Your Resume
your resume The fields directly below the tabs show the kind of information you put on your resume This is ...

Marketplace Access
Marketplace Access The Field Nation marketplace is where buyers of service can find providers of service A key element of ...

Recruitment

Buyer Recruitment
Buyer Recruitment Field Nation now provides buyers with an easier way to recruit and train potential providers Contact our Field ...

Provider Recruitment
Provider Recruitment Field Nation now offers an easier method to find buyers who are recruiting in your area When you ...