1. Configure Service Territory SettingsTo control how your team works with service territories, customize page layouts andassign user permissions.
2. Create Service TerritoriesCreate service territories to organize your workforce and ensure that service resourcesare assigned to service appointments near their home base.
3. Configure Service Resource and Service Crew SettingsTo control how your team works with service resources and crews, customize page layoutsand assign user permissions.
4. Create Service ResourcesService resources are individual users or groups of users—known as service crews—who can perform field service work. Create service resources so you can assign service appointments to them.
5. Create Service CrewsSet up teams who can be assigned to field service appointments as a unit. A service crewis a group of service resources whose combined skills and experience make them a good fit to worktogether on appointments. For example, a wellhead repair crew might include a hydrologist, amechanical engineer, and an electrician.
6. Set Up Skills for Field ServiceAssign skills to service resources to indicate the type of work that they can perform.You can also add required skills to work orders and work types so only resources with certainskills can be assigned to complete the work.