Engineer dashboard
The engineer dashboard shows assigned service work and field priorities.
Screenshot needed: Service engineer dashboard
What this is for
Use it to quickly see open tickets, PM visits, and work that needs attention.
Who uses it
Service engineers and trainers.
Steps
- Log in with a service engineer account.
- Open the service dashboard.
- Review assigned tickets and PM visits.
- Open the record you want to work on.
- Update status, notes, documents, parts, or visit details as needed.
Important notes
The dashboard shows work based on your assignment and permissions.
Common mistakes
- Looking for another engineer's jobs in your dashboard.
- Starting work without opening the latest ticket detail.
- Ignoring overdue PM visits.