Use the Field Service Management dashboard

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

    • The Field Service Management overview module provides a dispatch map that displays tasks and links to the related task records.

    Before you begin

    Role required: dispatcher

    Procedure

    Navigate to All > Field Service > Overview.

    The map view depends on whether or not the Field Service Management Geolocation Demo Data plugin (com.snc.work_management_geolocation.demo)is activated.

    The dispatch map view with geolocation enabled groups tasks and agents by proximity and displays related records in pop-up windows on the map.

    The dispatch map view without geolocation enabled shows individual tasks by state and displays related records in a separate window.

    You can click elements within the reports to obtain more information without leaving the overview page.