Standard Modules and Fields

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 Critical, High, Medium, or Low
 Contact
 The contact for whom the request is being created 
 Company
 The company associated with the contact 
 Email
 The email of the contact
 Service Address Name
 The address of the contact's location where the service task needs to be carried out
 Billing Address Name
 The address for billing and invoicing
 Phone
 The contact phone number
 Preferred Slot
 The preferred time when they would like the service to be rendered 
 Preferred Start Time
 The start time of a specific preferred time
 Preferred End Time
 The end time of a specific preferred time
 Preference
 Any additional requirements regarding the request
 Due Date
 The date by which the request must be closed
 Asset
 The asset associated with the request, if any

Estimates

 Field Name
 Description
 Summary
 A brief description of the estimate
 Request
 The request associated with the estimate
 Expiry Date
 A date until which the estimate will be valid
 Contact
 The contact for whom the estimate is being created
 Company
 The company associated with the contact
 Email
 The email of the contact
 Service Address Name
 The address of the contact's location where the service task needs to be carried out
 Billing Address Name
 The address for billing and invoicing
 Phone
 The contact phone number
 Asset
 The asset associated with the estimate, if any
 Service Name
 The services that have to be delivered for the request that the estimate is being created for
 Service Quantity
 The amount of work associated with the service
 Service List Price
 The price of the service
 Service Discount
 Discount available on the price of the service, if any
 Service Sub Total
 The cost of the service before taxes
 Service Tax Name
 Taxes on the price of the service, if any
 Service Total
 The total cost of the service after taxes are applied
 Part Name
 The equipments/materials necessary for the service tasks
 Part Quantity
 The amount of the part required
 Part List Price
 The price of the part
 Part Discount
 Discount available on the price of the part, if any
 Part Sub Total
 The cost of the part before taxes
 Part Tax Name
 Taxes, if any, on the price of the part
 Part Total
 The total cost of the part after taxes are applied

Work Orders

Field Name
 Description
 Summary
 A brief description of the estimate
 Priority
 Urgency of the request, whether Critical, High, Medium, or Low
 Type
 Indicates the nature of the service the work order is being created for, i.e. Service, or Inspection
 Contact
 The contact for whom the estimate is being created
 Company
 The company associated with the contact
 Email
 The email of the contact
 Service Address Name
 This is the address of the contact's location where the service task needs to be carried out
 Billing Address Name
 The address for billing and invoicing
 Phone
 The contact phone number
 Preferred Slot
 The Preferred time when they would like the service to be rendered 
 Preferred Start Time
 The start time of a specific preferred time
 Preferred End Time
 The end time of a specific preferred time
 Preference 
 Any additional requirements regarding the request
 Due Date
 The date by which the work order should be closed
 Asset
 The asset associated with the work order, if any
 Service Name
 The amount of work associated with the service
 Service Quantity
 The amount of work associated with the service
 Service List Price
 The price of the service
 Service Sub Total
 The cost of the service before taxes
 Service Discount
 Discount, if any, available on the price of the service
 Service Tax Name
 Taxes on the price of the service, if any
 Service Total
 The total cost of the service after taxes are applied
 Part Name
 The equipments/materials necessary for the service tasks
 Part Quantity
 The amount of the part required
 Part List Price
 The price of the part
 Part Discount
 Discount, if any, available on the price of the part
 Part Sub Total
 The cost of the part before taxes
 Part Tax Name
 Taxes, if any, on the price of the part
 Part Total
 The total cost of the part after taxes are applied

Contacts

 Field Name
 Description
 Last Name
 The last name of the contact
 First Name
 The first name of the contact
 Email
 The email of the contact
 Service Address
 This is the address of the contact's location where the service task needs to be carried out
 Billing Address
 The address for billing and invoicing
 Company
 The company associated with the contact
 Mobile 
 The contact mobile number
 Phone
 The contact phone number
 Taxable
 Choose whether taxes will be applicable or not
 Tax
 Choose the tax rate
 Tax Exemption
 A tax exemption reason, if applicable
 Tax Authority
 The tax authority under which the tax 

Companies

 Field Name
 Description
 Company Name
 The name of the company
 Website 
 The company website
 Email
 The email associated with the company
 Service Address
 This is the address of the contact's location where the service task needs to be carried out
 Billing Address
 The address for billing and invoicing
 Company Type
 The type of the company, e.g. Reseller, Vendor, Supplier, etc
 Phone
 The phone number associated with the company 
 Taxable
 Choose whether taxes will be applicable or not
 Tax
 Choose the tax rate
 Tax Exemption
 A tax exemption reason, if applicable
 Tax Authority
 The tax authority under which the tax 

Services And Products

 Field Name
 Description
 Service Name
 The name of the service
 Unit Price
 The cost of the service
 Unit
 The unit with which the service will be measured
 Description
 A brief description of the service
 Work Type
 The work type to which this service has to be linked
 Taxable
 Choose whether taxes will be applicable or not
 Tax
 Choose the tax rate
 Tax Exemption
 A tax exemption reason, if applicable
 Tax Authority
 The tax authority under which the tax 

Assets

 Field Name
 Description
 Asset Name
 The name of the asset
 Asset Number
 Any serial number associated with the asset
 Product
 The product with which the asset is associated 
 GIAI
 A global individual asset identifier code
 Description
 A description of the asset
 Purchased Date
 Date when the asset was purchased
 Installation Date
 Date of installation of the asset
 Ordered Date
 Date when the asset was ordered
 Warranty Expiration
 Date when the warranty of the asset will expire
 Company
 The company associated with the contact
 Contact
 The contact for whom the request is being created
 Address
 The address where the asset is located
 Parent Asset
 Any parent asset if available

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