FSM Daily Operations and User Flows

Operations managers oversee the end-to-end Field Service Management (FSM) flow from work creation to completion and recording in NetSuite. In FSM, work is usually tracked as tasks that are often linked to a case. Technicians use FSM Mobile to view assigned tasks, refresh task data, and access task details.

As an operations manager, you might:

• Use the Schedule Board to monitor daily progress and reschedule jobs if needed.

• Use the configured Field Service Center Tab dashboard to confirm the day's work is on track by checking task and case status.

• Confirm that technicians can find key task information in FSM Mobile.

• Identify common user flow issues and work with the appropriate owner, such as the scheduler, administrator, or support contact, to resolve them.

Example Use Case

A supervisor reports that technicians can't find asset details for a task in FSM Mobile. You guide them to open the Selected Task Details and select the Asset tab from the tab list.

Note:

Behavior varies by device type and layout.

Related Topics

• Key FSM Operations Areas

• Related Topics

  • Field Service Operations
  • FSM Real-Time Monitoring
  • FSM Reporting and Operational Oversight
  • FSM SLA and Response-Time Management
  • FSM Customer Follow-Up and Communications
  • FSM Operational Tracking

General Notices