FSM CRM Tasks
A CRM task represents a field service visit. Use a CRM task for work that starts and finishes on the same day, such as a repair, inspection, or short service call. Set the task type, customer, project or case, asset, dates and times, and assigned technician as required by your configuration.
Assigned CRM tasks appear in Mobile and on the Schedule Board. The selected asset provides the service address, related equipment, and consumable information.
Before you dispatch the task, verify that it has a valid technician, asset, address, task type, and time window.