System Requirements

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

iOS

  • For Field Users
  • iPad: Pro, Air2, Air, Mini 2 recommended
  • iPhone: 5s, 6, 6s, 6 Plus, 6s Plus, 7 and 7 Plus recommended
  • iPad 4 and 3 and Mini can be used but with decreased performance
  • 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 8.3 and later

Android

  • For Field Use
  • Recommend Marshmallow (6.0+)
  • Minimum Android 4.1 (Jelly Bean) or later
  • 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

Windows

  • For Office Use
  • Windows 7 or later supported
  • Supports Toughbooks and Surface Pro 3 Tablets
  • Most laptops supported
  • Offline and online use with manual sync
  • Works with WiFi or 3G/LTE data plans where available
  • GPS support varies by device

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

 

Smart Mobile Documents Phone Tablet Web
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 checklist X X X
Create and manage documents associated with a user, for example a timesheet X X
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 time X X
Signatures in documents can be captured directly on the mobile device for approval to proceed with work or approval of completed work X X
Photos taken at the job site can be marked up to identify problems identified, or planned location of equipment to be installed X X
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 technician X X
Text sections of documents can be filled in by the field technician dictating comments to the device X X
Specialized keypads and masking speed up data entry and improve quality of data capture X X
Documents like estimates or quotes can be emailed directly to the customer for approval X X X
View audit history detail of every edit made to a document, including user name, detail of edit, date and time, and user’s GPS location X X
Email your documents to a user or a customer X X X

 

Maps & Location Tracking Phone Tablet Web
View jobs for today on a map X X
Map view shows speeding events X X
Map view shows scheduled and unscheduled stops, and their durations X X
Map view shows current location of all field teams (NOTE: location data is delayed by two minutes) X X
Map view shows location history of all field teams X X
Map view shows which jobs are assigned to which field team X X
Map view shows un-assigned jobs and unscheduled jobs X X
GPS track points are recorded X X
Map view shows location of all Contacts X X
Map view shows location of all fixed point Assets X X

 

Job Management Phone Tablet Web
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 technician X X

 

Search Phone Tablet Web
Key-word search across all jobs, contacts and documents X X X
Search by barcode X X

 

Real-Time Data Collaboration Phone Tablet Web
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 minutes X X X

 

Analytics & Reporting Phone Tablet Web
Mileage report shows detail of mileage driven by each team member each day X X
Windshield Time report shows detail of time spent behind the wheel driving between jobs, or between job sites and suppliers X X
Time On Site report shows detail of how much time was spent on site for the time period, broken down by job X X
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 of X X
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 visits X X
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 job X X
Email reports as HTML or Comma Separated Value (CSV) files for import into spreadsheets for further analysis X

 

Scheduling and Routing Phone Tablet Web
Schedule view shows all scheduled jobs in a calendar view, including color coding for job status X
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 base X
Schedule jobs by dragging them on to the calendar X
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 job X

 

Administration Phone Tablet Web
Create and manage contacts X X
Create and manage multiple service site addresses for a contact, including on-site contact details X X
Addresses are validated by geocoding upon data entry X X X
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 location X X
Create and manage users X
Assign roles to users which control information and capability access – subscription admin, dispatcher, supervisor, standard, view only X
Assign skills to users X
View audit history detail of every change made to a user, including user name, date and time, and user’s GPS location X X
Create and manage skills X
Create and manage job types, including skills required to complete the job X
Set your business hours to limit the times when locations of field teams are tracked X
Set the terminology used in the platform for key information elements like task, contact, user, schedule and data capture form X
Configure which modules of the platform are active Turn off any modules that you don’t need X
Create and Edit your own document layouts via the drag and drop Forms Builder X

 

Scheduling and Routing Phone Tablet Web
Schedule view shows all scheduled jobs in a calendar view, including color coding for job status X
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 base X
Schedule jobs by dragging them on to the calendar X
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 job X

 

Asset Management Phone Tablet Web
Create & Manage Assets X
Set GPS Location for Asset X
Create and Track Asset Maintenance X
Create Jobs against an Asset X
Create custom fields such as Text, Numerical, Barcode Scanner, GPS Location, PDF, or Photos for a Asset X X X

 

Contact Management Phone Tablet Web
Create & Manage Contacts X X
Create Multiple Service Addresses against a Contact X X
Create & Manage Jobs against Contacts X X
View all previous Jobs completed for a Contact X X
Create custom fields such as Text, Numerical, Barcode Scanner, GPS Location, PDF, or Photos for a Asset X X
Import Contacts via CSV file X

* 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, Kindle Fire HDX, Moto G XT1045. We do not recommend the Samsung Galaxy tablets as the camera does not sufficiently scan barcodes.