Managing Service Work Records

Case records and tasks represent service work in Field Service Management.

A typical service workflow includes the following steps:

1. Create or update the customer case for the service request, maintenance work, installation, or other service work.

2. Associate the case with the appropriate customer and asset.

3. Create a task for the service visit or work.

4. Set the task type, customer or project, support case, asset, dates, and assignee or team, as required by your configuration.

5. Verify that the task includes the asset, contact, service details, and other information that the technician needs in Mobile.

This section contains the following topics:

• FSM Cases

• FSM CRM Tasks

• FSM Project Tasks

General Notices