Out in the field? No problem. Update work orders and customer info—any time, on mobile devices.
Getting started
Click here or select the Field Service Agent template when creating a new workbook.
App screenshots
Data organization
Metadata tables
- M_States and M_Status are used to provide a list of states and work order statusus.
Data tables
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A_WorkOrders stores the work orders and related metadata including service agents, customer information, and invoice line items. This table is modified when a new work order is created or modified through the app.
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D_Customers stores customer information and is linked to the D_Properties table to store the properties for each customer. Similarly, D_Invoices stores invoice line items for each work order and is linked via rowlinks. Filters are used to retrieve information from the linked tables.
Builder Tip
: Group your tables using prefixes to easily find related tables.
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