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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The bottom DBs are integrated DBs that will always appear. FieldOrderzPipe, FieldOrderzDuct, and FieldOrderzCatalogs
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Click the + to import a service
Select the database you uploaded from Lightning
For more information on uploading services through Lightning, click here: Lightning
Select the profile
Select the service or services you wish to import
On the right, it displays if the service has already been imported or not
Click import selected
Checking import as catalog will also create a catalog from the service
Wait for the progress bar to complete, and the page will auto-refresh
Displayed Information:
Warning Icon: The warning icon indicates that the service will need to be refreshed
Note: If after refreshing the service, it still has a warning arrow, delete the service and reimport
Service Name: The Service name from the DB
Group: The DB Group
ABV: Avrevation in the DB
Profile: The profile the service is associated with in the DB
Catalog Exists?: If there is a catalog associated with the service
Service Action Items:
Clicking the three dots beside a service will bring up the action menu for the service.
Configure: Allows users to edit the service
Duplicate as Catalog: Duplicates the service as a catalog so you can use the service in the cart for extra BOM items
For more information on catalogs, click here: Catalogs Page
Delete: Delete the service
Toggle Items:
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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Toggle Refresh
If changes have been made to your database, you can select which services you wish to refresh rather than
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deleting and
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reimporting the services.
Click toggle refresh, select the service or services you wish to refresh, and click refresh.
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Configuring a Pipe Service
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Pipe service configuration is used to make small changes to a service without having to make the making changes on the database. Note that the configuration changes will be overridden if a change has been made to the database and the service has to be refreshed.
Pipes:
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This page will display the different pipes that are inside of the service as well as their size break
Clicking on the color section will allow the user to change the color that the pipe will display in the app
Connectors:
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The
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connectors page will display all the connectors in your database
Checking these connectors will allow them to be used in the Field Orderz app as end-prep overrides
Aliasing: Connectors can be aliased by clicking the three dots and clicking rename. This alias will appear in the app instead of the connectivity and group
Parts:
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The parts page displays all the parts that are in a service
Configuring a Part:
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To configure an item, click on the items item name:Configuring a part:
Changing Part Icon: You can change the icon for a part
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
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
Preview: Shows a 3D preview of the mesh
Options: This page allows you to change more in-depth part options that normally would be controlled in the DB
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Part Connectors: This changes the connectors for your parts
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Configuring a Duct Service:
Note: Duct services must be configured before converting them to a catalog. The catalog is then assigned to the project, not the duct service. Do not delete the duct service from the Field Orderz website, as the catalog pulls data from it.
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Changing Part Icon: You can change the icon for a part
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
Dimensions: Sets the standard dimension that the part will be set to in the app
Users can override this dimension in the app
Clicking the lock will gray out the option to override the dimension in the app
However, it can be unchecked in the app to allow to override again
Mesh Viewer: Previews the mesh of the item
Specs: Checks what specs are selectable for a part in the app
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
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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