WrightPlan Field Solutions

Take control of your field service operations with WrightPlan Field Solutions: the ultimate tool for managing jobs, teams, equipment, and timesheets. Whether in the office or on-site, Field Solutions offers flexible, offline-friendly workflows that keep everyone on the same page. With features purpose-built to simplify your processes, you’ll stay organized, collaborate more effectively, and enhance overall productivity.

NOTE: A subscription to WrightPlan Suites is required to use this app. For more information on becoming a WrightPlan user, visit us at www.wrightplan.com/contact, or call 1-519-489-2320.

Features

- Multi-Tenancy Workspaces: Manage multiple teams, divisions, or departments from a single dashboard. Easily switch between workspaces to oversee jobs, resources, and personnel without overlap or confusion

- Offline Accessibility: No network? No problem. Continue working in areas with limited or no connectivity without losing progress. Once back online, Field Solutions automatically syncs your updates to ensure nothing is missed

- Job Listing: Experience a unified work schedule presented in an intuitive agenda-style view, providing a comprehensive overview of your entire week from Monday to Sunday.

- Job Search: Effortlessly locate any job using criteria such as job number, description, customer details, primary job site information, and custom fields

- Job Details: Stay updated on job schedules for seamless planning; quickly pinpoint assigned team members to enhance collaboration; access details on booked equipment to optimize efficiency; locate job sites for streamlined operations

- Attachments: Whether you’re uploading files from your device or taking pictures and videos directly from the Field Solutions app, all attachments are intelligently queued for upload to ensure smooth operations

- Forms: Access all available forms conveniently from the dedicated tab for any scheduled job. Once forms are submitted, review responses directly in-app or download them as a PDF

- Work Journal: Stay productive and organized with tools designed to optimize tracking for work hours, breaks, and equipment usage. With the proper permissions, users can manage their own time and the time of their colleagues

- Time Approval: Allow employees to effortlessly review pending time logs before submitting them for approval. Ensure quality data with the ability to reject or approve logs

- Drafts: Store unfinished forms, emails, and more in our secure Drafts area. Work at your own pace, knowing your progress is always safe and accessible

- Outbox and Sent Items: Whether submitting forms, uploading attachments, or sending emails, rest assured that everything is meticulously queued in your Outbox

- Notifications: Stay ahead with proactive notifications tailored to your workflow. Receive reminders when drafts are saved, items are incomplete, or when there are active time logs on any of your Workspaces

- Device Management: Easily onboard additional devices to extend your Workspace connections, ensuring uninterrupted collaboration

About WrightPlan

WrightPlan fleet management software optimizes operations, reduces costs, and enhances safety with real-time data and analytics. Streamline and centralize your workflow with a single, web-based system for seamless management of customer & vendor contacts, quotes, jobs, schedules, invoices, assets, and more.