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The Services page imports your services from your database into Field Orderz. The services page is only accessible to users with the Service access level. For more information on services, click here: Vimeo Video

Importing a service:

Note that depending on the size of the service importing a service/ services can take an extended time

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  1. Click the + to import a service

  2. Select the database you uploaded from Lightning

    • For more information on uploading services through Lightning, click here: Lightning

  3. Select the service or services you wish to import

    • On the right, it displays if the service has already been imported or not

  4. Click import selected

    • Checking import as catalog will also create a catalog from the service

  5. Wait for the progress bar to complete, and the page will auto-refresh

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  1. Toggle Delete

    • For mass deleting of services, click toggle delete, check the services you wish to delete, then click delete.

    • Note services are hard deleted

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  2. Toggle Refresh

    • If changes have been made to your database, you can select which services you wish to refresh rather than having to delete and reimport the services.

    • Click toggle refresh, select the service or services you wish to refresh, and click refresh.

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To configure an item, click on the items name:

Configuring a partPipe Service:

  1. Changing Part Icon: You can change the icon for a part

  2. Status: The status of a part is how the Field Orderz App will bring in the part

    • Autofill- The part automatically draws in the sketch

    • Excluded- The part will have to be manually placed into the sketch

    • Supported- The part is brought into the app but will have to be manually placed

    • Unsupported- The part will not be brought into the app

  3. Preview: Shows a 3D preview of the mesh

  4. Part Connectors: This changes the connectors for your parts

  5. Connectors: Checked connectors will display in the app as an option to change the pipe end prep to

    • Be sure to click update part/ update service to save any changes made

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Configuring a Duct Service:

  1. Changing Part Icon: You can change the icon for a part

  2. Status: The status of a part is how the Field Orderz App will bring in the part

    • Autofill- The part automatically draws in the sketch

    • Excluded- The part will have to be manually placed into the sketch

    • Supported- The part is brought into the app but will have to be manually placed

    • Unsupported- The part will not be brought into the app

  3. Dimensions: Sets the standard dimension that the part will be set to in the app

    • Users can override this dimension in the app

    • Unchecking the box will gray out the option to override the dimension in the app

      • Though it can be unchecked in the app to allow to override again

  4. Mesh Viewer: Previews the mesh of the item

  5. Specs: Checks what specs are selectable for a part in the app

  6. Materials: Allows users to override the material that is brought in through the spec

    • Insulation spec must be selected or it will not be brought into the app

  7. Connectors: Allows the user to override the connector for a part

    • Be sure to click update part/ update service to save any changes made

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