Configuring Field Service Management
Set up the features and work flows that you need to manage your organization's field service work.
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Field Service Management configuration overview
The process for configuring Field Service Management includes:
- Planning your Field Service Management implementation
Learn where to find information about planning your implementation, Field Service Management packaging and licensing, and training for the features you want to implement.
- Setting up your workforce
Set up foundational information such as users, locations,and territories. If your organization is using Crew, Contractor Management, Capacity Management, or Workforce Optimization, complete additional configuration steps for each feature.
- Setting up work orders and tasks
Set up work orders and the tasks that comprise each work order. Optionally, configure additional features for work orders, such as Field Service Work Configurations, Planned Work, Playbooks, Customer Experience, and Quality Management.
- (Optional) Setting up inventory and asset management
If your organization needs to track inventory or schedule equipment, configure the Inventory and Resource Scheduling features.
- Setting up CSM/FSM Configurable Workspace
Configure the layouts, filters and sorting for specialized views in the CSM/FSM Configurable Workspace such as Dispatcher Workspace, Territory Planning console, and CSM Agent Workspace.
- Setting up a Field Service scheduling method
Configure the scheduling method (Scheduling Optimization, Dynamic Scheduling, Intelligent Task Recommendations, or Route Optimization) that best meets your organization's needs. Optionally, configure additional scheduling options and capabilities.
- Setting up Field Service Mobile Agent
Configure access to tasks, locations, and other information from your mobile device. If you are using Contractor Management, set up Field Service Contractor for mobile so that contractors can manage their assigned tasks.