Configuring Field Service Management using Guided Setup

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • The Field Service Management Guided Setup provides a sequence of tasks that help you import and configure the foundation data for Field Service Management on your ServiceNow instance.

    Before you begin

    Role required: none

    About this task

    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.

    Procedure

    1. Navigate to All > Administration > Guided Setup and select Get Started.
    2. Select Get Started for the desired module.

      Tasks associated with the selected module are displayed.

    3. Select Configure to begin the module setup.
    4. Optional: Select Mark as Complete when you complete a task.