Standard Modules and Fields
The standard modules in FSM are:
Requests | Estimates | Work Orders |
| Contacts | Companies | Services And Parts |
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 |
| 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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