How FSM Works

The core FSM workflow includes the following steps:

1. FSM is configured by Professional Services or NetSuite Partners.

2. Administrators set up employee (technician) Employee records in NetSuite.

3. Operations managers make sure service cases and tasks are created.

4. The Schedule Board displays all technicians and tasks, both assigned and unassigned.

5. Schedulers assign tasks to technicians using drag-and-drop on the Schedule Board.

6. Technicians get task details, customer information, and asset history in FSM Mobile.

7. Technician travel to the site, use FSM Mobile to update task status, take notes, and record parts, times, and expenses.

8. Updates from the field sync in real time, so your office always has an up-to-date view of task progress.

9. Completed tasks can be reviewed in NetSuite and used for follow-up or billing.

Related Topics

• Field Service Management
• Key Components of FSM
• Key FSM Terms

General Notices