Office and managers

Who this is for: office administrators, dispatchers, managers and finance users. What you will learn: how to sign in to the right workspace, find your way around, and set up your p...

Who this is for: office administrators, dispatchers and managers. What you will learn: how FieldElite models a customer, its sites and the people on site — and how to give a custom...

Who this is for: office administrators, dispatchers, managers and supervisors. What you will learn: how to raise a job, assign it, move it through the status workflow, and close it...

Who this is for: dispatchers, schedulers and operations managers. What you will learn: how to plan the day, assign the right worker, and keep customers informed. The four planning...

Who this is for: office administrators, finance users and managers. What you will learn: the commercial lifecycle from quotation to cash, and how to keep the ledger correct. The l...

Who this is for: office administrators, contract managers and dispatchers. What you will learn: how recurring work becomes a queue of occurrences, and how those occurrences become...

Who this is for: office administrators, contract managers and compliance leads. What you will learn: how to register equipment, label it for the field, and control the documents th...

Who this is for: managers, supervisors and office administrators who design field records. What you will learn: when to use a checklist rather than a form, how to build both, and h...

Who this is for: managers, finance users and operations leads. What you will learn: which report answers which question, and how to use the map without mistaking a stale pin for a...

Who this is for: admins and managers. What you will learn: how to add people safely, switch modules on and off, and configure the workspace without breaking invoices. Add a team m...

Who this is for: everyone. What you will learn: the fastest checks for the problems that stop work. Login and access Symptom Check "These credentials do not match&quot...

Who this is for: office administrators, finance users and managers with the expenses.approve permission. What you will learn: how to review AI-extracted receipts, correct the pre-f...

Who this is for: managers, supervisors and office administrators. What you will learn: how to triage an incident, near miss, hazard or supervisor-assistance request, raise a work h...

Who this is for: managers, supervisors and safety administrators. What you will learn: how to publish start/end of shift and visit checks, monitor alerts, review failed checks and...

Terms used across FieldElite. The same definitions appear in the training manual. Term Meaning Activity log Append-only audit trail of tenant record changes, with configurab...

Who this is for: dispatchers, managers and administrators who receive device alerts. What you will learn: how a device alert becomes a job in the queue, how to triage it, and how t...

Who this is for: the person creating the workspace and the first office administrator. What you will learn: how to create the workspace, verify the address, complete onboarding and...

Who this is for: managers, supervisors, safety administrators and fleet managers. What you will learn: how RAMS, SPA, start/end of day and vehicle checks control whether work can s...

Who this is for: managers, contract administrators and compliance leads. What you will learn: how to record a service contract and coverage, configure contractual SLA clocks, manag...

Who this is for: managers and office staff who control stock, vans and parts. What you will learn: how to replenish stock, transfer it to a van, record a count, approve a part requ...

Who this is for: everyone in the office workspace. What you will learn: where the help centre lives, how to search it, and how to get from a screen to the right article. Open the h...