FSM Operations and Operational Tracking
In FSM, work is usually tracked as tasks that are often linked to a case. Schedulers handle work distribution using the Schedule Board and technicians use FSM Mobile to view assigned tasks, refresh task data, and access task details.
Operations managers can:
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Use the Schedule Board to monitor daily progress and reschedule jobs if needed.
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Use the configured Field Service Center Tab dashboard to confirm the day's work is on track by checking task and case status.
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Confirm that technicians can find key task information in FSM Mobile.
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Identify common user flow issues and work with the appropriate owner, such as the scheduler, administrator, or support contact, to resolve them.
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Monitor Unbilled Closed Cases to ensure jobs are invoiced as soon as possible and exceptions are highlighted.
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Review job outcomes and confirm that work details, including consumables, time, and other operational data, are recorded as expected.
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Watch for cases where mobile caching or refresh behavior could explain outdated dropdown values or inventory options.