---
sourceDocument: Xanadu Field Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/field-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Playbooks for Field Service Management

# Playbooks for Field Service Management {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Playbooks provide step-by-step guidance for your Field Service teams to complete activities involved in field service
tasks.

Playbooks enable agents to manage the life cycle of work order tasks by guiding them through sequences of activities. The workflows associated with a specific type of work order task and the activities that must be completed to
resolve that task are detailed in the playbook.  
A playbook takes a workflow and breaks it into multiple stages. Each stage includes the following:

* A list of activities or steps that the agent must perform.
* Status indicators that display the current state of each activity or step.
* Check boxes and counters that indicate where an agent is in the workflow.

{#playbooks__ul_o4c_1xy_v5b}The following image illustrates the Appointment Booking Playbook workflow created using a playbook.

## Playbooks for the Now Mobile Agent {#playbooks__section_nnm_ncs_xxb}

Playbooks for the Now Mobile Agent application include stages for completing a work order task. Playbooks can be viewed under a selected work order task on the My work page. Tasks that have an active playbook
associated with it display a View Playbooks button.  
Playbooks are organized in stages to provide a guided experience. They direct you to new or existing features of the mobile application and maintain a checklist of completed stages on that work order task. Stages can be marked complete or skipped at your discretion. The stages progress as follows:

1. Troubleshoot
2. Parts
3. Record time
4. Log incidentals
5. Verify work completion
6. Close work order task
{#playbooks__ol_b2f_4yr_xxb}

For more information, see [Playbooks for the Now Mobile Agent application](https://www.servicenow.com/docs/G6BQRVjmkiv66F6frBerAQ "Playbooks for the Now Mobile Agent application provide a guided experience for completing work order tasks on a mobile device.").

## Request apps on the Store {#playbooks__id_utj_kpp_cnb}

Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/bundle/store-release-notes/page/release-notes/store/sn-store-release-notes.html).{#playbooks__inline-send-to-store}
**Related concepts**   

* [Configuring Playbooks for Field Service Management](https://www.servicenow.com/docs/hwpd68JAddY9CXLbId18WA "Playbooks provide step-by-step guidance for your field service teams to complete tasks. Use the playbooks feature to create processes to manage the life cycle of field service tasks.")