About FTM Mobile

    Field Tech Manager (or FTM) is a mobile app that gives you the ability to manage technicians and work orders via a flexible and customizable mobile application. Actions logged by technicians are synced in real time as long as the technician has a viable WIFI connection.  With FTM technicians can:

    • Log in and out of their day;
    • Log time used on activities, such as work orders, meetings and breaks;
    • Check inventory by location;
    • View, accept, decline and reassign work orders assigned to them;
    • View and reassign to themselves work orders assigned to other technicians;
    • View and reassign to themselves work orders assigned to external providers (work orders must be in open status);
    • Sort work orders by location, priority, trade, status, proximity, and by customizable filters;
    • Add parts used on work order from internal inventory or purchased from vendor;
    • Add notes, file attachments, pictures and video; and
    • Send notification alerts to designated individuals

    *Features are customizable and can be turned on or off as needed*

    Time Tracking

    Technicians time can be tracked using FTM. The categories of time that can be tracked are customizable, meaning, your company can create the “time” categories to be tracked. Contact your ServiceChannel representative for more information.  The following list is an example of the “time” categories that can be tracked with FTM.

    • the time they began work and the time they ended work;
    • time spent on breaks;
    • time spent on a work order;
    • time spent on an internal meeting or training;
    • time spent retrieving inventory;
    • time meeting with external vendors;
    • time spent doing van maintenance; and
    • time spent traveling to home base

     

    Work Order Management

    For work orders assigned to you, you are able to:

    • check in and out of work orders, which logs your work time;
    • change the status of the work order;
    • add photos, videos, attachments and notes to the work order;
    • reassign the work order to another technician or another service provider;
    • decline the work order; and
    • cancel the work order when the job is no longer necessary.

     

    Inventory Management

    With the Inventory feature enabled, technicians can:

    • View inventory by location;
    • Add inventory/parts used on a work order; and
    • Add parts purchased from third party vendors;

     

    How to Indicate Parts Usage on a Work Order 

    1. Check in to a work order.
    2. Check out of the work order and select a Status and add a Description  of the work done.
    3. On the Parts screen, select Specify More Parts.
    4. Select the location where the parts are located.
    5. Either use the search field to locate the desired part or select the part from the list.
    6. enter the quantity used, then tap the Save button.
    7. To add additional parts, tap Specify More Parts and follow steps 4 through 6.
    8. When all parts have been added, tap Done, to complete the addition of parts to the work order.

    FTM Mobile is available on both Apple iOS and Android devices, and in the following languages:

    • English
    • French-Canadian
    • Japanese
    • Korean
    • Spanish

    Note: You will see FTM Mobile in one of these languages when your device's general settings are also set to that language.

    How to access FTM Mobile in the App Store (Apple iOS):

    1. Search for "ServiceChannel" in the App Store (Apple iOS).
    2. Locate Field Tech Manager and then tap Install.
    3. Tap the FTM icon on your device to launch the app. The Login page appears.
    4. Enter your Workforce username and password, and then click Login.
    5. Tap Work Orders. The Assigned To Me list appears, listing any work orders assigned to you.

    How to access FTM Mobile in the Play Store (Android):

    1. Search for "ServiceChannel" in the Play Store (Android).
    2. Locate FTM - Field Tech Manager and then tap Install.
    3. Tap the IFT icon on your device to launch the app. The Login page appears.
    4. Enter your Workforce username and password, and then click Login.
    5. Tap Work Orders. The Assigned To Me list appears, listing any work orders assigned to you.

    Field Tech Manager Mobile Connectivity Requirements

    Wi-Fi or Cellular Data

    You need an Internet connection (either through Wi-Fi or cellular data) to fully use all features of Field Tech Manager.

    Location Services

    Your device’s Location Services option allows permissioned apps to locate you via GPS. Location Services is necessary for checking in and out of work orders, and to list the Locations closest to you.

    • While Location Services is turned on: The Location List View will sort your assigned locations by distance closest to you, and your current location will be pinpointed in Map View. Also, you are able to check in and out of work orders.
    • While Location Services is turned off: The Location List View will sort your assigned locations by Location ID, and Map View will display an overall world view of your assigned locations. You are not able to check in and out of work orders with Location Services turned off.

    Field Tech Manager does not use Location Services while you are logged out of the app.

    Camera and Photos/Video Access

    You have the ability to take photos/Videos of issues and attach them to work orders. Your mobile device may ask for permission to access your camera and/or photos/Videos for the sole purpose of taking and attaching photos/Videos related to these actions.