Fully functional FSM workflow

Fully functional FSM workflow

I am using Books, FSM, Begin and Desk. At this moment, FSM is not fully functional even on its own.

For example, Customer A buys 4 air-cons and 3 brackets from us.
We are fine to create WO manually in FSM. This should be the full loop for a FSM workflow:-

1. Our office will create WO with type "install" and utilize pre-created "jobsheet".
2. Our field team will use the WO to schedule and perform installation work for air-cons and brackets.
3. Our field team will also record the serial number of each air-con in the  Jobsheet. Brackets are installed too, but no further action is needed.
4. A service report is generated and sign-off.
5. The 4 aircons are registered as "Asset" with a serial number without the need to retype everything, as the aircons have a Maintenance Plan.
6. The office creates the maintenance plan accordingly and referencing the serial number.

At this moment, this is not even possible as a closed FSM loop.
All needs to be done manually from the Asset creation and record of the serial number in Asset.

Can we have at least the following:-
a. Record serial numbers in #3 is map-able or store as a record. 
b. The installation of WO or any WO can be recorded as an Asset (child or parent)


 





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