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Customer & Field · Field Service Management (FSM)

Field Service Management

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Implementation path

● This moduleField Service Management
⋯ Where it can go nextWorkforce Optimization

What it is (plain English)

The system for managing work that requires someone to physically show up — installations, repairs, inspections, maintenance. It schedules and dispatches the right technician (with the right skills, parts, and location), guides them through the job on a mobile app, and tracks parts and time.

Problems it solves

  • Dispatchers juggling technician schedules on whiteboards and phone calls.
  • Technicians arriving without the right parts, skills, or information.
  • No live visibility into where field staff are or how jobs are progressing.
  • Parts and inventory that don't reconcile with the work performed.

What must exist first

Platform Core Setup, and CMDB Foundation/asset data for the equipment being serviced. FSM is frequently triggered by CSM Case Management (a customer case that needs a site visit).

What the customer needs to provide

  • Your field workforce: technicians, their skills, territories, and working hours.
  • The assets/equipment they service and where those live.
  • Parts and inventory data, and how stock is replenished.
  • Scheduling rules: travel time, priorities, SLAs for on-site response.
  • Mobile/connectivity reality for technicians (often working offline in the field).

Where it can go next

Work Order Management structures the job lifecycle; Workforce Optimization forecasts demand and optimizes schedules; asset and inventory management keep parts accurate. Ties back to CSM Case Management for end-to-end customer resolution.