Dispatch Console Customization
You can customize the details in the service appointment bar in the Gantt view of the Dispatch Console and the appointment entry in the Service Resource Calendar. The service resource calendar can be seen in the Users Details page, Crew Details page, ...
Service Report Customization
Permission Required: Service Report Customization Customize Service Report The template of the service report can be customized as per your requirements. To customize the service report template, do the following: Navigate to Setup > Customization > ...
Customize Standard Modules
You can customize the modules in FSM to suit the needs of your organizational process. You can choose the fields which are essential for your process, set their properties, and placement in the module. Add Custom Fields To customize a module: ...
Standard Modules and Fields
The standard modules in FSM are: Requests Estimates Work Orders Contacts Companies Services And Products Assets Requests Field Name Description Summary A brief description of the request Priority Urgency of the request, whether ...
Prior to creating a work order, there are some settings you need to configure. Details of these settings are listed in the sections below. Permission Required: Module mapping Request to Work Order Mapping On choosing the Convert to Work Order option ...