Preparing for Customer Visits

Siebel Field Service representatives prepare for meetings and customer visits by reviewing all the information associated with the activity. Typical tasks to perform for each activity include the following:

• Review the activity information. For more information, see Reviewing Activity Information.

• Review the tasks or instructions for the activity and other information (such as service requests, asset details, contact information, account information, and documentation) associated with the activity. For more information, see Displaying Activity Details (Siebel Field Service).

• Review the inventory in the trunk. If parts are not available in the trunk, then order them. For more information, see Verifying and Ordering Parts and Tools for an Activity.

• Confirm the availability of substitute parts. For more information, see Viewing Substitute Information for a Part.

• If you have the skills to complete an activity, then accept the activity to work on it otherwise decline the activity. For more information, see Accepting an Activity.

• Review the tasks needed to complete the activity. For more information, see Recording Task Completion for an Activity.