FSM Configuration Reference

This reference helps developers and administrators find Field Service Management (FSM) configuration guidance. Use the shared references for configuration properties and syntax, and the feature configuration topics for setup guidance.

FSM Mobile Configuration

The following table lists FSM Mobile configuration references.

Configuration Topic	Configuration Scope	Topic Coverage
FSM Mobile Element (Block) Reference	FSM Mobile elements	Types, properties, defaults, and validation
FSM Expressions and Template Tags	Dynamic configuration values	Expressions, template tags, imports, and evaluation
FSM Mobile Resource Properties Reference	FSM Mobile resources and forms	Resource, article, and form properties

Shared Configuration

The following table lists shared configuration references.

Configuration Topic	Configuration Scope	Topic Coverage
FSM Searches and Field Mapping	Searches and record data	Filters, read and write mappings, automatic mapping, and sublists
FSM Record Model Configuration	Record models	Model mappings, defaults, and customization limits
FSM NetSuite View Configuration	NetSuite record forms	Buttons, selectors, lists, and view settings

Schedule Board and Communication References

The following table lists scheduling, email, and report references.

Configuration Topic	Configuration Scope	Topic Coverage
FSM Schedule Board Configuration	Schedule Board	Display, resources, events, calendars, and assignment constraints
FSM Notification Configuration	Notification emails	Rules, recipients, message content, and attachments
FSM Service Report Configuration	Service report PDFs	PDF templates, report data, layout, and Service Report button settings

Asset and Related Record Configuration

The following table lists asset and record configuration topics.

Configuration Topic	Configuration Scope	Topic Coverage
Configuring FSM Asset Hierarchy and Inheritance	Asset hierarchy	Inherited fields and parent-only fields
Configuring FSM Asset Processing from Item Fulfillments	Items and item fulfillments	Equipment setup and asset creation or updates
Configuring FSM Automatic Record Naming	Assets, cases, projects, and customer relationship management (CRM) tasks	Naming formulas and automatic naming controls
Configuring FSM Contact Sourcing and Synchronization	Projects, cases, and FSM Mobile contacts	Contact attachments, selectors, and sourcing setup
Configuring FSM Customer and Asset Selection	NetSuite customer and asset selectors	Customer and asset eligibility relationships
Configuring FSM Program	Projects, cases, and CRM tasks	Program rules, recurrence, timing, and copied values
Configuring FSM Case and Task Recurrence	Cases and tasks	Recurrence availability, copied fields, and generation horizon
Configuring FSM Service Locations and Geocoding	Asset addresses	Automatic address lookup and address controls
Configuring FSM Service Time Zone Sourcing and Synchronization	Asset time zones	Automatic lookup from coordinates and sourcing dependencies
Configuring FSM Automatic Project Creation for New Assets	Asset creation and projects	Item values and project creation settings

Billing and Reporting Configuration

The following table lists billing and processing configuration topics.

Configuration Topic	Configuration Scope	Topic Coverage
Configuring FSM Billing Rules	CRM tasks and billing records	Rule selection, billable results, and price levels
Configuring FSM Case and CRM Task Status Automation	Case statuses	Automatic case opening and closure settings
Configuring FSM Case Invoicing	Cases and invoices	Billable time and expense selection and Generate Invoice button settings
Configuring FSM Consumable Processing	Consumables and sales orders	FSM Mobile recording, inventory selection, and processing controls
Configuring FSM Profitability Reporting	Asset, customer, and project reports	Report shortcuts and criterion mappings
Configuring FSM Project Labour Cost Posting	Projects and labor recovery journals	Posting accounts and journal action availability
Configuring FSM Service Reports and Notifications	Reports and notification requests	Template selection and sending choices
Configuring FSM Case Unbilled Amount Calculation	Case billing source records	Related setup affecting calculation inputs

FSM Mobile and Scheduling Feature Configuration

The following table lists FSM Mobile and scheduling configuration topics.

Configuration Topic	Configuration Scope	Topic Coverage
Configuring FSM Localization and Translation	FSM Mobile and customer-facing output	Languages, browser formatting, and translated text
Configuring FSM Maps, Geo-location and Tracking	Coordinates and FSM Mobile tracking	Coordinate sourcing, location updates, and on-site distance
Configuring FSM Mobile Duplicate Creation Protection	FSM Mobile record creation	Duplicate protection without additional setup and deprecated settings
Configuring FSM Mobile Quote Management	FSM Mobile Quote tab	Tab availability, items, context, and actions
Configuring FSM Mobile Sales Order Management	FSM Mobile Sales Order tab	Supported changes, dependencies, and transaction risks
Configuring FSM Related Service Work	NetSuite and FSM Mobile creation actions	Related work and follow-up creation controls
Configuring FSM Service Scheduling and Assignment	Schedule Board scheduling	Display defaults, refresh timing, and scheduling choices
Configuring FSM Service Time Tracking	Automatic tracking and FSM Mobile Time tab	Tracking, item choices, and hour limits
Configuring FSM Enhanced Technician Notes	FSM Mobile text areas	Clean Up availability and prompt choices
Configuring FSM Mobile File Management	FSM Mobile Files views	File organization, category filters, report photographs, and reference documents
Configuring FSM Mobile Asset History	FSM Mobile History tab	History presentation, source filters, additional records, and alternative tabs
Configuring FSM Mobile File and Image Fields	File and image fields in FSM Mobile resources	Display, capture, upload, field mappings, and synchronization requirements

General Notices