Lexul Field Service Help

Lexul Field Service Help

Office Contract Management Document Management Timesheet Special Cases Creating & Managing Crews Logging-in | Office User Management Exporting Work Order Data Site Survey in Lexul Changing Work Order Status Technician Work Order Visibility Adding the Scope of Work Customer Management Defining the Scope of Work Inspections Overview Adding Parts & Services to a Work Order Adding Inspections Creating a New Work Order Parts & Services | Office Office Dashboard Overview Contracts: Duplicate Work Orders Recurring/Preventative Maintenance Work Orders Service Work Orders Adding Documents to a Contract Asset Management Timesheet Management Invoice Management Adding Parts & Services (Items)User Level Permissions Receipt Management Equipment, Time, and Material Management Adding Tasks to Work Orders Adding Barcodes to Parts & Services (Items)How to Manage Profile | Office How to Schedule Technicians (& Users)Deal Tracking, Deal Quotes & Deal Leads Inventory Management Equipment Tracking , Scheduling & Categories Deal Stages Contract Price Rules Profitability Reports Notifications (Office)Calendar Dashboard Map Dashboard Audit Log Biometric Authentication Managing App Permissions for Location Tracking

Office

Calendar Dashboard

Overview

Calendar dashboard shows every user's schedule, routes, in multiple calendar views.

List Technicians Vs. No-Technicians

Select Technician toggle to see Technicians included in calendar list:

Calendar Filters

Filter calendar by:

Day
Week
Work Week
Month

Schedule Times on Calendar

How schedule events show on calendar dashboard:

1. Scheduling technicians on work orders

Open work order > Find admin tab > Schedule tech

Viewing Map Routes

To view map routes:

Schedule times must be shown in calendar.
Schedule times must be in the view of the user.

Hover a schedule event to view route OR Click the technician below the map.

Paginate Between Calendar List Users

Paginate between Calendar User List:

Notifications (Office)

How to create, recieve, and manage notifications in Lexul

Map Dashboard

Next Page

On this page

Overview List Technicians Vs. No-Technicians Calendar Filters Schedule Times on Calendar Viewing Map Routes Paginate Between Calendar List Users