The Manager dashboard is the office hub for planning field work, reviewing load, and configuring the module.
Menu: Field service → Manager dashboard
What’s on the dashboard
| Tab | Purpose |
|---|---|
| Overview | Calendar, filters (technician, service type, customer), work-sheet analytics |
| Backlog | Jobs waiting to be planned |
| Time off | Approve technician absences (when used) |
| Settings | Pricing, sheet workflow, map starts, access, terms |
From the calendar you can plan a visit: the planning dialog opens, including technician suggestions. See Technician suggestions.
Settings — General
Settings → General
Changes mainly apply to new work sheets.
Pricing
- Call-out fee (€)
- On-site hourly rate (€)
- KM rate (€/km)
These are defaults for new works / sheets.
Billing
- Call-out fee up to (hours)
If time on site is below this threshold, billing typically uses the call-out only. If more time is used, hours are billed instead (not both on the same rule).
Tasks
- Reminder before due date (days) — how many days ahead task reminders fire.
Work sheet statuses (workflow)
Controls how technicians vs managers finish a sheet.
- Technician role group — which role group are technicians.
- Technician final status — how far a technician may take a sheet (e.g. Submitted). Completed stays with managers.
- Who can set Completed — pick role groups. If none are selected, anyone who can edit work sheets may set Completed.
Materials
- Warehouse materials on the sheet
When on: the technician describes materials in free text; the manager later links the line to a stock product. Stock is deducted when status is Completed.
- Acts copy email — when a work sheet or handover act is emailed to the customer, a copy always goes here.
Work short descriptions
Configure the short-description options shown on the sheet (e.g. Install, Repair, Maintenance). Add more options when work types change. They link the type of work performed.
Settings — Service map
Settings → Service map
Configure Operations map start and end points:
- company address / base
- extra offices or bases
- end point (e.g. garage) if vehicles return at day end
or no end point — route ends at the last job
Without proper addresses, routes cannot be calculated accurately.
Settings — Access
Settings → Access (permission required)
- Create or pick role groups.
- Grant field-service areas (worker terminal, acts, equipment, etc.).
- Attach employees to groups.
This separates technician and manager menus.
Settings — Warranty terms
If you have permission, manage handover / warranty text used on documents.
Office tips
- Set pricing and call-out rules before the first invoice.
- Agree: technician takes the sheet to Submitted; manager sets Completed.
- Fill map start points before daily use of the Operations map.
- Add skills on worker profiles — otherwise suggestions stay weak. See Technician suggestions.