In order to use Fieldmate, you will need the following information to get started:
- Company ID
Once you have all of the above information, you can get started setting up your Fieldmate.
Login into Admin Account
- Go to: https://app.fieldmate.id/
- Enter your Company ID, username, and password.
- Click “SIGN IN”
All of the manual in this help center will ask you to login first before proceeding. Hence, it is a great idea that you bookmark the above address.
Setting Up Your Company Information
Once logged in, you need to setup some settings in using Fieldmate.
- Click on the user icon on the top right.
- Click “Settings”.
- Enter your email and whether you would like to receive email notifications if there are email activities.
- You can also setup the minimum time for your field force when checked-in, time limit to auto-check if your field member goes out of the checked-in radius, and check-in radius.
- There are other integration setup that you can use in this setting. But, the above are the most commonly used.
Adding Your First Field Team Member
- Click on the user icon on the left and click “Team Member”.
- Click on + New Team Member.
- Enter your team member name, email, and other information.
- Click “Save”.
- Check your newly added team member to see if the status is “active” (green circle). If it is not, click on the “Make Active” link on the right.
- Your team member can now login via their smartphones.
Installing Fieldmate App for Field Team Member
- Ask your field team member to open the following link: https://play.google.com/store/apps/details?id=com.fieldmate&hl=en
Or search for “Fieldmate Team”
- Click “Install” on Fieldmate Team App.
- Once installed, open the app.
- Ask your field team member to enter his / her login information.
Woohoo! You are now ready to use Fieldmate for your field force.
From here, you can do many other things. You can browse our help center to discover all the features and how-to related to Fieldmate. Or, you can begin by setting up schedules for your team.
If you have other feedbacks, please do not hesitate to let us know by sending a WhatsApp directly to us at: +62 8113426391.
Leave a Reply
You must be logged in to post a comment.