Manage Service Trips from the Service Manager Dashboard

Use the Service Manager Dashboard to create and reassign service trips, or close trips that are still open.

To reassign trips, users must be part of the employee group assigned to the portal setting User Group to allow adding and editing of work order header information located under Admin > Portal Settings > Field Service > General Configuration.
  1. Select Field Service > Service Manager Dashboard.
  2. Select a trip date range using the From Trip Date and To Trip Date fields.
  3. Select a Company from the drop-down.
  4. Use the fields in the dashboard header to search or filter for work orders as follows:
    • Use the Search box to search for a work order by customer name.
    • Filter your search by customer name, call type, work scope, or technician.
    Note: If you filter by a customer who has service sites, the Service Site filter becomes available.
  5. Select the Apply Search Filters button to refresh the dashboard each time you make new filter selections or enter a new search term.
  6. In the list of work orders that displays, tap the Trips button to the right of a work order line.
    The Add New Trip pop-up window opens.
  7. To add a service trip:
    1. In the Add New Trip pop-up window, select a Lead Technician and Trip Date, and enter a Description for the trip.
    2. Select Add New Trip.
  8. To edit an existing service trip:
    1. In the Add New Trip pop-up window, select the Action button for an existing trip, and then select Edit.
    2. Select a different Technician, or enter a different Description or Note.
    3. Select Save.
  9. To close a service trip:
    1. In the Add New Trip pop-up window, if a trip is still open, the Trip # displays as a button.
    2. Select the Trip # button to go directly to the work order, and then close the trip as you normally would.