Field Service Subtabs on Employee and Customer Records
After you install Field Service Management (FSM), the Field Service subtab appears on employee and customer records in NetSuite. Use the Field Service subtab to configure and review technician access, availability, inventory locations, regions, languages, assets, and cases.
Field Service Subtab on Employee Records
Use the Field Service subtab on an employee record to manage a technician's FSM Mobile access, availability, inventory locations, operating region, and labor cost.
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Field |
Description |
|---|---|
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Field Service Labour Cost |
Records the technician's labor cost. Set this field when tracking profitability or labor costs. |
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Field Service Mobile User |
Enables FSM Mobile access for the employee. Check this box before assigning mobile work. |
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Field Service Work Calendar |
Specifies the technician's working and nonworking hours for scheduling on the Schedule Board. |
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Field Service Employee Location |
Identifies the inventory location assigned to the technician, such as a van location. Set this field when the technician records stock usage in field work. |
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Field Service Region |
Identifies the technician's operational region. Use this field when scheduling or operational filtering uses regions. |
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Field Service Latitude |
Stores the north-south geographic coordinate for the technician's map location. FSM uses location data to place resources on the Schedule Board map. |
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Field Service Longitude |
Stores the east-west geographic coordinate for the technician's map location. FSM uses location data to place resources on the Schedule Board map. |
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Field Service Skill |
Identifies a technician's skill for FSM resource information and skill-based filtering. |
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Field Service Employee Warehouse |
Identifies the warehouse or inventory location associated with the technician. Use it when the technician's available parts and stock transactions must be associated with a specific warehouse or van location. |
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Field Service Geolocation |
Supports geolocation mapping for the technician. To use geolocation mapping, grant location permission in the browser or on the device. This field doesn't replace the Field Service Latitude and Field Service Longitude fields. |
|
Field Service Language |
Selects the language FSM Mobile uses for configured custom form field labels. If blank, FSM Mobile uses the account's default language. The selected language also affects the Enhanced Technician Notes feature. For more information, see How Technician Language Affects Enhanced Technician Notes. |
Customer Record Field Service Subtab
Use the Field Service subtab on a customer record to view and manage FSM information associated with that customer.
General Field
|
Field |
Description |
|---|---|
|
Field Service Language |
Sets the language for FSM Service Reports and related notification emails for work connected to this customer. With Multi-Language enabled and translations available, report and email content follows this selection. Otherwise, FSM falls back to the account base language. |
Field Service Asset Subtab
The Field Service Asset subtab lists serviceable assets associated with the customer, such as installed equipment, property, or infrastructure. Click New Field Service Asset to create an asset for the customer.
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Field |
Description |
|---|---|
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View |
Selects the saved-search view used to display the Field Service Asset list. |
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Item |
Filters the list to assets associated with a selected NetSuite item. |
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Customer Name |
Filters the list by the customer linked to each asset. On a customer record, this normally matches the current customer. |
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Region |
Filters the list by the Field Service Region assigned to the asset. |
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Field Service Asset |
Filters the list to a specific Field Service Asset record. |
Cases Subtab
The Cases subtab lists Customer Relationship Management (CRM) cases connected to the customer.
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Field |
Description |
|---|---|
|
Asset |
Filters cases by the customer asset that needs service. |
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Case Type |
Filters by the kind of work, such as:
|
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Asset Serial |
Finds cases for a specific serialized asset. |
|
Status |
Filters cases by FSM work status, such as:
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