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
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
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
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.
Configuring a Pipe Service:
Pipe service configuration is used to make small changes to a service without having to make the 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.
Pipe/Ducts:
This page will display the different pipes that are inside of the service as well as their size break
Connectors:
The 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
Parts:
The parts page displays all the parts that are in a service
Configuring a Part:
To configure an item, click on the items name:
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
Preview: Shows a 3D preview of the mesh
Part Connectors: This changes the connectors for your parts
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
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.
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
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
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
