Navigating FieldLabel
When you sign in and open your organization, you land on the dashboard — your home base inside FieldLabel. From here you can jump straight into the work assigned to you, start common tasks, and reach any part of the app. This page walks through what you’ll see and how to get around.
The dashboard
Section titled “The dashboard”The dashboard is the page every internal team member sees first. It comes in two layouts, and one setting decides which one you get:
- Service tickets off — the standard layout: count cards for your assets, jobs, and customers, plus a Recent Jobs list showing your five newest jobs so you can jump back into recent work.
- Service tickets on — a work-order board, with a column for each stage of your work orders.
Service tickets are a Pro feature, and an admin turns them on at Settings → Service Tickets (see Service Tickets). Everyone in the organization sees the same layout, and it changes as soon as the setting changes — nothing is lost either way, because both layouts are just different views of the same jobs.
Header actions
Section titled “Header actions”Two buttons sit in the top-right corner of the dashboard header, on both layouts:
- Scan QR — opens the QR scanner so you can point your camera at a label and pull up that asset, customer, or job.
- Create Asset — takes you straight to the new-asset form to add a piece of equipment. On a phone this button is just the + icon.
Everything below the header belongs to whichever layout you’re on.
Your totals at a glance
Section titled “Your totals at a glance”When service tickets are off.
Three count cards show the size of your organization at a glance:
- Total Assets — links to your full Assets list.
- Active Jobs — links to your Jobs list.
- Customers — links to your Customers list.
Tap any of these cards to open the matching list.
The work-order board
Section titled “The work-order board”When service tickets are on.
On a computer the board fills the screen: the columns stretch to the bottom of the window and each one scrolls on its own, so you can work a long Completed column without losing sight of the others. On a phone the board shows one column at a time — swipe sideways to move between columns, or tap a stage name in the row above the board to jump straight to it. The highlighted name always shows which column you’re on.
The board shows your work orders as cards, with one column per stage that has Show on board turned on, in the order your admin set under Job statuses. Out of the box that’s Open, In progress, and Completed; add your own stages and they get columns too. Voided is the exception — it stays hidden until you turn on Show voided, which adds the column.
Jobs without a work order never appear on the board. They’re still on your Jobs list.
Moving a card
Section titled “Moving a card”On a computer, drag a card between any two working columns — Completed and Voided are set by the sign-off and void flows, not by dragging. On a phone, drag isn’t practical, so open the card’s menu and pick the stage from Move to instead — same result.
Dropping a card on Completed doesn’t complete it on the spot. It opens the job so you can write up the ticket and capture the customer’s signature, because completing always goes through the signed-ticket flow. See Completing with a signature.
Narrowing the board
Section titled “Narrowing the board”Three filters narrow the board. On a computer they sit in a row above the columns; on a phone they live behind the Filters button next to the stage names — its badge counts how many are active, so you always know when the board isn’t showing everything. The Show voided toggle is in there too on a phone.
- Customer — show only one customer’s work.
- Date range — matches each job’s service date, or the date it was created when no service date is set. The board opens showing everything from the last 30 days onward, so work scheduled for tomorrow or next week is included. Pick an earlier start date to look further back, or choose a specific range to narrow it.
- Assignee — All assignees, Assigned to me, Unassigned, or any one teammate. It narrows every column at once, so Assigned to me turns the board into your own queue across all its stages. (On a phone the board starts there already; on a computer it starts on All assignees.) The same filter is on the Jobs list.
Clear filters appears whenever anything is narrowing the board — at the end of the row on a computer, at the bottom of the Filters panel on a phone — and resets all three at once, including the 30-day date floor, so you’re left looking at every work order.
Each column loads a batch of cards at a time and pulls in more as you scroll, so a busy month doesn’t slow the page down.
Main navigation
Section titled “Main navigation”The main navigation is always available so you can move between the core areas of the app:
- Assets — your equipment, with QR labels, photos, and custom fields. See Assets.
- Customers — the people and companies you serve. See Customers.
- Jobs — the work you do for customers. See Jobs.
- Labels — design, print, and order QR labels and stickers. See QR labels & stickers.
- Reports — issue flags and other reports. See Issue flags & reports.
- Settings — organization settings, team members, billing, and more. (Some settings are Admins only — see Accounts, teams & roles.)
You can also reach your profile, switch between organizations, and sign out from the account menu (the avatar in the top-right corner).
Upgrading your plan
Section titled “Upgrading your plan”If your organization is on the Free plan, you’ll see an Upgrade button in the top navigation. It takes you to your subscription so you can move to a paid plan and unlock more features and team seats.
What customers see
Section titled “What customers see”The dashboard above is for your internal team (Admins, Leads, and Members). Your customers, when invited to the Customer Portal, see a different and more limited view tailored to them — not the internal dashboard or navigation. Learn more in the Customer portal overview.