Field Service Management Guided Setup

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Streamline setting up Field Service Management with guided setup.

    Use guided setup to step through the initial Field Service Management configuration. Guided setup assists you with planning the roll-out of the product and performing the basic configuration. Guided setup organizes configuration activities into categories and helps you track your progress.
    Note:
    This guided setup assists you with only the basic configuration and doesn’t include all the features and capabilities of Field Service Management.

    Field Service Guided Setup interface that contains the Foundation Data section, the Products, Assets, and Inventory section, the Field Service Process section, and a progress bar.