Configuring FSM Features

Use this page to find Field Service Management (FSM) feature configuration guidance. Each entry summarizes the settings or related setup covered in the linked topic.

This topic includes the following sections:

• Assets and Related Records

• Work Planning and Scheduling

• FSM Mobile

• Billing and Reporting

• Detailed Configuration References

For shared configuration properties and syntax, see FSM Configuration Reference.

Assets and Related Records

The following table lists configuration topics for assets and related records.

Configuration Topic	Topic Coverage
Configuring FSM Asset Hierarchy and Inheritance	Inherited fields and parent-only fields.
Configuring FSM Asset Processing from Item Fulfillments	Equipment setup and asset creation or updates.
Configuring FSM Automatic Project Creation for New Assets	Item values and project creation settings.
Configuring FSM Automatic Record Naming	Generated names and automatic naming controls.
Configuring FSM Contact Sourcing and Synchronization	Project contact attachments, selectors, and case contact sourcing.
Configuring FSM Customer and Asset Selection	Customer and asset choices on NetSuite forms.
Configuring FSM Service Locations and Geocoding	Automatic address lookup and asset address controls.
Configuring FSM Service Time Zone Sourcing and Synchronization	Coordinate lookup and time zone sourcing dependencies.

Work Planning and Scheduling

The following table lists configuration for cases, customer relationship management (CRM) tasks, programs, and scheduling.

Configuration Topic	Topic Coverage
Configuring FSM Case and CRM Task Status Automation	Automatic case opening and closing settings.
Configuring FSM Case and Task Recurrence	Recurrence availability, copied fields, and generation horizon.
Configuring FSM Program	Project rules for cases and case rules for CRM tasks.
Configuring FSM Related Service Work	Controls for related work and follow-up creation.
Configuring FSM Service Scheduling and Assignment	Display defaults, refresh timing, and scheduling choices.

FSM Mobile

The following table lists configuration topics for FSM Mobile and related capabilities.

Configuration Topic	Topic Coverage
Configuring FSM Enhanced Technician Notes	Clean Up availability and prompt choices.
Configuring FSM Localization and Translation	Language selections, browser formatting, and translated text.
Configuring FSM Maps and Location Tracking	Coordinate sourcing, location updates, and on-site distance.
Configuring FSM Mobile Asset History	History tab presentation, source filters, and records.
Configuring FSM Mobile Duplicate Creation Protection	Standard duplicate protection without additional setup.
Configuring FSM Mobile File and Image Fields	File display, capture, upload, and record field mappings.
Configuring FSM Mobile File Management	Files views, categories, report photographs, and reference documents.
Configuring FSM Mobile Quote Management	Quote tab availability, item choices, context, and actions.
Configuring FSM Mobile Sales Order Management	Sales Order tab changes, dependencies, and transaction risks.
Configuring FSM Service Time Tracking	Automatic tracking and manual Time tab settings.

Billing and Reporting

The following table lists configuration topics for billing, transaction processing, and reporting.

Configuration Topic	Topic Coverage
Configuring FSM Billing Rules	Rule selection, billable results, and price levels.
Configuring FSM Case Invoicing	Billable time and expense selection and Generate Invoice button settings.
Configuring FSM Case Unbilled Amount Calculation	Related record setup without a feature-specific JSON setting.
Configuring FSM Consumable Processing	FSM Mobile item usage and sales order processing controls.
Configuring FSM Profitability Reporting	Report shortcuts and criterion mappings.
Configuring FSM Project Labor Cost Posting	Posting accounts and Create Time Journal availability.
Configuring FSM Service Reports and Notifications	Report templates, notification definitions, and sending actions.

Detailed Configuration References

The following table lists detailed references for scheduling, notification emails, and service report PDFs.

Configuration Topic	Topic Coverage
FSM Schedule Board Configuration	Display, resources, events, calendars, and assignment eligibility.
FSM Notification Configuration	Rules, recipients, messages, attachments, and associated records.
FSM Service Report Configuration	PDF templates, report data, and Service Report button settings.

Additional Information

• FSM Configuration Record
• FSM Script Reference

Related Topics

• FSM Configuration
• FSM Configuration File Structure
• Updating and Validating FSM Configuration
• FSM Mobile Resource Selection and Shared Data
• FSM Configuration Reference

General Notices