What's Service Profile Management?
You can use service profiles to track service details for any customer site that you've defined in your Fusion application.
A single parent account can have one or more service profiles to represent each of the customer's locations. Each profile includes a record of the contacts working at the site, assets contained there, and notes about the site that can be referenced by field technicians and other staff performing work at that location. You can also track schedules for when technicians can visit the site, and which technicians are preferred or denied access. Service profiles can be specified on a service request or work order, and later be used to identify the site address, and filter the contacts and assets associated with the profile.
Service profiles are ready-to use on the asset-based service layout in Service Center. You do need to create a service profile for each location where you provide service.
- Run the Scheduled Process Job Load Service Profiles from Sites to generate a service profile from existing addresses (party sites). This job is configurable to allow only certain sites to generate profiles; for example you can generate profiles for only sites with a certain use code you choose.
- Use spreadsheet import to create service profiles for specific existing addresses (party sites).
- Use the service profile REST API to programmatically create a service profile for an existing address.
Once you've created service profiles, you can manage them on an ongoing basis through the navigator menu or on a springboard tile on the home page.
You can also extend service profiles using application composer