Field Service Management Application
Hello all...I am currently trying to use Zoho Creator to create a field service management ticketing application. I am new to Zoho, and coding in general, and know that I am in over my head at the moment, but this effort is borne out of necessity. Right now I am working on a relational database style diagram on how everything will tie together. I initially thought that everything that needed to be visually present when working a ticket (not necessarily creating a ticket) would be included on a form; I now am leaning towards a page but wanted to reach out to the community to see if I am heading down the right path or not. When I view an existing ticket, the following needs to be encapsulated in that ticket regardless of which tables actually stores the data; the fields are listed in a high level to granular hierarchy:
- Program (lookup from Project form or specified through dropdown on Work Order form)
- Project (lookup from Project form)
- Customer (lookup from Project form or Customer form)
- Customer POC (lookup from Project form or Contact form)
- Project Manager (lookup from Project form or Staff form)
- Ticket or Work Order # (string + auto-number resulting in RS + YY + MM + 000001)
- Status (dropdown list)
- Activities performed on site
- Technician name (lookup from Staff form)
- Start Travel
- Start Labor
- Stop Labor
- Stop Code
- Stop Travel
- Materials used on site (would like to marry to Zoho Inventory)
- Part # (lookup form Materials related form(s) or Zoho Inventory)
- Quantity (needs to deduct from in stock quantity in Truck Stock or Warehouse)
- Contract (T&M or Fixed Rate)
- Price
Ultimately I need the ticket to show all of the cost allocated to that ticket through travel time, on-site time, materials used, and miscellaneous items such as per diem. Activities and materials should be added to the ticket through the ticket interface. Activities and their staff assignments will be created by the manager through the web app. The start/stop time stamps and allocated materials will usually be added to the ticket through the phone or tablet apps. It would also be nice for the techs to be able to add/attach files or photos to the ticket but that is not a current priority.
Based on these requirements, should my interface for viewing/working tickets be a page? Any other ideas or advice on how to lay all of this out? I am especially lost on how to incorporate the time tracking. Thanks in advance for any assistance and please advise if I have not clarified this well enough.
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