1. Configure Work Order SettingsTo control how your team works with work orders and work types, customize page layoutsand assign user permissions.
2. Create Work TypesChances are, your business performs the same tasks for multiple customers. Work typesare templates that save you time and make it easier to standardize your field servicework.
3. Create Work OrdersCreate work orders to track work to be performed for a customer.
4. Choose Preferred Service Resources on Work OrdersDesignate certain service resources as preferred, required, or excluded on specificaccounts or work orders.
5. Add Required Skills to Work Orders or Work TypesDefine skill requirements on work types, work orders, and work order line items toensure that the work is assigned to a service resource with the right skills.
6. Set Up Path for Field ServiceTo guide your team as they complete field service jobs, add an interactive, color-codedprogress bar to work orders, work order line items, and service appointments.
7. Create Service AppointmentsService appointments help you track field service work to be performed for customers.While work orders describe the work to be performed, service appointments are where you add thescheduling and assignment details. You can associate service appointments with several types ofrecords.
8. Create Maintenance PlansCreate preventive maintenance plans for specific assets so your customers never miss abeat. Maintenance plans let you define how often maintenance visits occur and mass-generate workorders for future visits.