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 Available in Editions: All Editions

1. KPIs: Key performance indicators (KPIs) are metrics pertaining to the logged in user. They provide a comparative analysis of the logged in user's activities for the current month w.r.t the previous.
   
2. Views: They are lists based on pre-defined filters that offer you useful groupings of the activities in FSM.

1. Overview
   
2. Appointment Management
   
3. Request Management
   
4. Technician Overview

Click on an entry in the view to navigate to the record. Click the Refresh [] icon to get the latest data.

Overview

1. New Requests: All requests in the New status
   
2. New Work Orders: All work orders in the New status
   
3. Approved Estimates: All estimates in the Approved status
   
4. Estimates Waiting for Approval: All estimates in the Waiting For Approval status
   

Appointment Management  

1. New Work Orders: All work orders in the New status
   
2. Scheduled Service Appointments: All service appointments in the Scheduled status
   
3. Dispatched Service Appointments: All service appointments in the Dispatched status
   
   
   
   
4. In Progress Service Appointments: All service appointments in the In Progress status
   
5. Completed Service Appointments: All service appointments in the Completed status
   
6. Cancelled Service Appointments: All service appointments in the Cancelled status
   
7. Terminated Service Appointments: All service appointments in the Cannot Complete status
   
   

Request Management 

1. New Requests: All requests in the New status
   
2. New Estimates: All estimates in the New status
   
3. Completed Requests: All requests in the Completed status
   
4. Cancelled Requests: All requests in the Cancelled status
   
   
   
   
5. Approved Estimates: All estimates in the Approved status
   
6. Cancelled Estimates: All estimates in the Cancelled status
   
   

Technician Overview 

1. My Dispatched Service Appointments: All the service appointments assigned to the logged in user that is in the Dispatched status.
   
2. My In Progress Service Appointments: All the service appointments assigned to the logged in user that is In Progress status.
   
3. My Completed Appointments: All the service appointments assigned to the logged in user that is in Completed status
   
4. My Cancelled Appointments: All the service appointments assigned to the logged in user that is in the Cancelled status.