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Understanding work order management
Understanding work order management
Managing work orders in the portal
Managing work orders in the portal
Managing appointments via the call center
Managing appointments via the call center
Dispatching work orders
Dispatching work orders
Working with skipped work orders
Working with skipped work orders
Managing completed work orders
Managing completed work orders
Inventory management
Inventory management
Manage mobile workers access
Manage mobile workers access
Exporting meter exchange data to CIS
Exporting meter exchange data to CIS
Export to billing with Fieldman's report feature
Copy link- Go to Reports → Export to Billing
- You will see records that have not yet been marked as exported. Review
- Use the filters on the top row to select the range of records you want to export: by day, by week, by month. Choose a filter and press Enter
- In the top-right corner, click Download
- The meter exchange file will be saved in your default download folder
- To complete the export, check the box in the header row menu
- Open the Action menu and select Mark as Sent to Billing
- A summary screen will appear. Click Run
✅ For projects with fewer than 10,000 endpoints, or for those with pauses between phases, we recommend creating a report in Fieldman. This way, a utility billing clerk won’t spend hours processing daily SFTP files, but can instead upload data weekly, monthly, or at whatever pace works best.
