Welcome to RFS
Training Articles for Remote Field Service
- Vision RFS - Emerald App (Download)
- GO LIVE! Connection Type
- Need Support, Training, and resolving Issues?
- RESET DATABASE - Required Monthly
- Data Sync (Low or No Signal Areas)
- Not to Exceed (NTE) Feature
- Customer History - Navigate & Review for First Time Fix
- Customer on Credit Hold
- COD Process
- Customer Lookup - During Regular and After Hours
- Creating a Quote in RFS - (optional feature)
- Creating a Purchase Order (optional feature)
- Today’s schedule - Navigating Daily Work Order Schedule
- Today's Schedule - Date Change
- Today's Schedule - Option to Override the DBoard Schedule
- Today's Schedule - Lock Active Calls
- Dispatcher Communication & Timestamping
- Customer Equipment Management
- File Room
- Master Forms
- Work Notes, Recommendations, and Office Notes
- Register Entry - Parts
- Register Entry - Labor
- Register Entry - Miscellaneous
- CHECKOUT AND SUBMIT Process
- Multiple Technicians on One Work Order (Single Signature)
- After-Hours Calls with Two Technicians
- RFS Construction Procedures