System Requirements

No Servers Required. Works with standard tablets, laptops and smart phones.

iOS

  • For Field Use
  • iPad: Pro, Air 2, Mini 4 and later
  • iPhone: 6s and later
  • 3G/LTE Data Plan (* see recommendations)
  • Online or Offline Use with automatic sync
  • GPS enabled iPads and iPhones are required
  • Rugged cases for field use
  • Compatible with iOS 11 and later

Android

  • For Field Use
  • Recommend Android 10
  • Minimum Android 6.0+ (Marshmallow)
  • Tablet or Phone (** see recommended types)
  • 3G/LTE Data Plan (*see recommended)
  • GPS required
  • 1GB Memory
  • 5.0MP+ camera recommended for photo markup and barcode scanning

Web App

  • For Office Use
  • Browser based app for desktop scheduling & management
  • Supports MS Edge, IE11+, Firefox, Chrome & Opera
  • Windows: 10, 8, 7, Vista and XP
  • Mac: OSX 10.8+ or later
  • 1080p 24″ or larger monitor recommended (1920 px x 1080 px)
  • Minimum resolution supported 1480 px x 720 px

System Capabilities

Job ManagementPhoneTabletWeb
Create and manage jobsXXX
Set job type for a jobXXX
Create and manage schedules for a jobXXX
Assign one or more users to a jobXXX
Set contact and service address for a jobXXX
Create and manage documents associated with a jobXXX
View list of documents associated with a jobXXX
Open and view any document associated with a jobXXX
View audit history detail of every change made to a job, including user name, date and time, and user’s GPS locationXX
View list of jobs on my schedule todayXXX
Turn-by-turn driving directions to a job locationXX
Manage job status – Not Started, Driving, On Site, Blocked, and CompletedXXX
Capture job notes by voice dictationXX
Create custom fields such as Text, Numerical, Barcode Scanner, GPS Location, PDF, or Photos for a JobXXX
Import Jobs via CSV fileX

 

Smart Mobile DocumentsPhoneTabletWeb
Field Squared staff transform your paper forms in to tablet-ready forms in hours
Create a new document for a job by picking from a list of document types like quote, invoice or inspection checklistXXX
Create and manage documents associated with a user, for example a timesheetXX
Documents consist of a variety of easy to use controls that minimize the amount of typing required by the field technician: grid (spreadsheet), invoice, photo, signature, checklist, list, check box, text, number, phone number, address, date and timeXX
Signatures in documents can be captured directly on the mobile device for approval to proceed with work or approval of completed workXX
Photos taken at the job site can be marked up to identify problems identified, or planned location of equipment to be installedXX
Job documents are automatically pre-populated with information already captured, like customer name, service address, and on site contact details, to minimize the amount of data entry required by the field technicianXX
Text sections of documents can be filled in by the field technician dictating comments to the deviceXX
Specialized keypads and masking speed up data entry and improve quality of data captureXX
Documents like estimates or quotes can be emailed directly to the customer for approvalXXX
View audit history detail of every edit made to a document, including user name, detail of edit, date and time, and user’s GPS locationXX
Email your documents to a user or a customerXXX

 

Maps & Location TrackingPhoneTabletWeb
View jobs for today on a mapXX
Map view shows speeding eventsXX
Map view shows scheduled and unscheduled stops, and their durationsXX
Map view shows current location of all field teams (NOTE: location data is delayed by two minutes)XX
Map view shows location history of all field teamsXX
Map view shows which jobs are assigned to which field teamXX
Map view shows un-assigned jobs and unscheduled jobsXX
GPS track points are recordedXX
Map view shows location of all ContactsXX
Map view shows location of all fixed point AssetsXX

 

Job ManagementPhoneTabletWeb
Notify customer and / or on site contact by email when technician is en-route to job site, including estimated drive time duration and photograph of technicianXX

 

SearchPhoneTabletWeb
Key-word search across all jobs, contacts and documentsXXX
Search by barcodeXX

 

Real-Time Data CollaborationPhoneTabletWeb
All job information, documents, photos and user locations are available to all authorized team members in near real-time. Location information is delayed by two minutesXXX

 

Analytics & ReportingPhoneTabletWeb
Mileage report shows detail of mileage driven by each team member each dayXX
Windshield Time report shows detail of time spent behind the wheel driving between jobs, or between job sites and suppliersXX
Time On Site report shows detail of how much time was spent on site for the time period, broken down by jobXX
Time By Job Type report summarizes how much time your team spent on job sites by job type It shows total time on site, total number of job site visits and average time on site per visit Use this report to understand at a glance where your teams are spending their time, which types of jobs are running over budget and what type of jibs you do the most ofXX
Time Breakdown Report provides a detailed breakdown of where each team member was during business hours for a particular time period, including planned visits to job sites, unplanned stops and supplier visitsXX
Supplier Trips report shows how much time and mileage was spent driving to suppliers, showing where team members are spending there time away from the job site to complete a jobXX
Email reports as HTML or Comma Separated Value (CSV) files for import into spreadsheets for further analysisX

 

Scheduling and RoutingPhoneTabletWeb
Schedule view shows all scheduled jobs in a calendar view, including color coding for job statusX
Schedule view enables you to review and filter unscheduled jobs by job name, site name, city, state, status, distance from zip code, distance from home baseX
Schedule jobs by dragging them on to the calendarX
Schedule view enables you to filter technicians by selected job, technician name, technician home state, skills match, schedule availability, technician home base within specified distance (miles) of the jobX

 

AdministrationPhoneTabletWeb
Create and manage contactsXX
Create and manage multiple service site addresses for a contact, including on-site contact detailsXX
Addresses are validated by geocoding upon data entryXXX
View audit history detail of every change made to a contact and associated service addresses, including user name, date and time, and user’s GPS locationXX
Create and manage usersX
Assign roles to users which control information and capability access – subscription admin, dispatcher, supervisor, standard, view onlyX
Assign skills to usersX
View audit history detail of every change made to a user, including user name, date and time, and user’s GPS locationXX
Create and manage skillsX
Create and manage job types, including skills required to complete the jobX
Set your business hours to limit the times when locations of field teams are trackedX
Set the terminology used in the platform for key information elements like task, contact, user, schedule and data capture formX
Configure which modules of the platform are active Turn off any modules that you don’t needX
Create and Edit your own document layouts via the drag and drop Forms BuilderX

 

Scheduling and RoutingPhoneTabletWeb
Schedule view shows all scheduled jobs in a calendar view, including color coding for job statusX
Schedule view enables you to review and filter unscheduled jobs by job name, site name, city, state, status, distance from zip code, distance from home baseX
Schedule jobs by dragging them on to the calendarX
Schedule view enables you to filter technicians by selected job, technician name, technician home state, skills match, schedule availability, technician home base within specified distance (miles) of the jobX

 

Asset ManagementPhoneTabletWeb
Create & Manage AssetsX
Set GPS Location for AssetX
Create and Track Asset MaintenanceX
Create Jobs against an AssetX
Create custom fields such as Text, Numerical, Barcode Scanner, GPS Location, PDF, or Photos for a AssetXXX

 

Contact ManagementPhoneTabletWeb
Create & Manage ContactsXX
Create Multiple Service Addresses against a ContactXX
Create & Manage Jobs against ContactsXX
View all previous Jobs completed for a ContactXX
Create custom fields such as Text, Numerical, Barcode Scanner, GPS Location, PDF, or Photos for a AssetXX
Import Contacts via CSV fileX

* Most phone carriers offer a “shared data plan” option where you pay a single up-front amount for a data plan for the first device and then any additional tablets can be added for approximately $10/month per device within that same plan.  For a user taking lots of photos throughout the month, we estimate that a typical user will consume about 1GB/user/month of data. A company with 20 users on iPads would cost approximately $340/month for a 20GB data plan ($150/month for the first device) with 19 additional devices (at $10/month each).  Based on AT&T published rates on Oct 7, 2014.

** We actively test and recommend the following devices: Samsung Galaxy S5, Moto E4 Plus, Pixel 2 XL, Kindle Fire HDX, Moto G XT1045.