ServiceNow Field Service Management (FSM) - Product Checklist

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Welcome Again,

Follow these high level steps to install and configure Servicenow FSM

Setup your environment

1. Activate your FSM Plugin 
2. Additional plugins for Field Service Management 
3.  Quick start test for FSM 

Set up your workforce

1. Configure the Google Maps API keys
2. Configure locations and territories
3. Configuring Field Service with Service Locations
4. Configuring users
5. Configuring Field Service Territory Planning.
6. Configure agent calendars
7. (Optional) Configuring Field Service Crew Operations
8. (Optional) Configuring contractor capabilities
9. (Optional) Configuring Field Service Capacity and Reservations Management
10. (Optional) Configuring Workforce Optimization for Field Service
11. (Optional) Configuring denormalized tables in Field Service Management

Setting up work orders and tasks

1. Configuring work orders
2. Configuring work order tasks
3. (Optional) Configuring Field Service Work Configurations
4. (Optional) Configuring Planned Work Management
5. (Optional) Configuring the auto-population of access hours in a work order task
6. (Optional) Activate linear assets support in Field Service Management
7. (Optional) Configuring Playbooks for Field Service Management
8. (Optional) Configuring Field Service Management Customer Experience
9. (Optional) Request task management
10. (Optional) Configuring Field Service Quality Management

Setting up inventory and asset management

1. Configuring stockrooms
2. Configuring resource scheduling

 Setting up CSM/FSM Configurable Workspace

1. Configuring Dispatcher Workspace
2. Configuring Field Service Territory Planning Console
3. Setting up Field Service in CSM Agent Workspace
4. Configuring Workforce

Setting up a Field Service scheduling method

1. Schedule Optimization
2. Dynamic Scheduling
3. Intelligent task recommendations
4. Route Optimization
5. Capacity Management
6. Crew Operations
7. Equipment/Resource Scheduling
8. Appointment Booking
9. Contractor Management
10. Task Bundling
11. Configuring Multi-day scheduling
12. Field Service Marketplace

Setting up Field Service Mobile Agent

1. Configure the Now Mobile Agent application
2. Field Service Contractor for mobile feature of the Now Mobile Agent application
3. Configuring Field Service Virtual Agent Conversations
4. Configuring Site Mapping for Field Service Management
5. Activate Sidebar for the Field Service Mobile Agent application
6. Configuring push notifications for task assignment

Integrating Field Service Management with other applications

1. Integration with Customer Service Management
2. Integration with Industry products
3. Integration with Project Portfolio Management
4. Integration with Incident Management
5. Integration with Virtual Conferencing

Setting up FSM reports and analytics

What's next? 

You should be all set to move on to the Quick Start Guide.