Content Comparison

Field Tech Manager (or FTM) ServiceChannel Provider is a mobile app that gives you the ability to manage technicians and work orders via a flexible and customizable mobile application.

Here below you can find the modules that are available to FTM internal techs in SC Provider — based on their organization’s account settings. Please note that modules marked with a key 🔑 are add-on modules that are enabled upon request and require additional setup.

• Work Order Management
• Time Tracking

• 🔑
• Inventory Management 🔑
• Refrigerant Tracking Management 🔑

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.
• Cancel the work order when the job is no longer necessary.
• More

Learn more about Using ServiceChannel Provider Mobile to Manage Work Orders.

Time Tracking

Technicians’ time can be tracked using FTMServiceChannel Provider. The categories of time that can be tracked are customizable, meaning , your company can create the “time” categories to be tracked. 

The following list is an example of the “time” categories that can be tracked with FTM.

ServiceChannel Provider:

• Time when you begin your work and the time they ended work;time you stop working
• Time spent on breaks;
• time Time spent on a work order;
• time Time spent on an internal meeting or training;
• time Time spent retrieving inventory;
• time Time meeting with external vendors;
• time Time spent doing van maintenance; and
• time 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.

Learn more about Time Tracking in ServiceChannel Provider.

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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 Availability

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

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

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.

• .
• Create and view inventory transactions.

Learn more about Inventory Manager for FTM Technicians in ServiceChannel Provider.

Refrigerant Tracking Manager

The Refrigerant Tracking Manager solution goes hand in hand with the Inventory Manager module and allows you to do the following:

• Specify refrigerant parts you used to repair refrigerated or HVAC equipment.
• Complete leak records whenever the leak threshold is met or exceeded.

Learn more about Integrating ServiceChannel Provider with Refrigeration Tracking Management.