Field Service Mgmt (FSM)
Get the right technician, with the right parts, to the right place.
Field Service Management (FSM) handles work that happens in the physical world, dispatching a technician to a site, with the right skills, parts and schedule. It extends the task model out to the field and the mobile technician.
- Work orders and tasks
- Dispatch and scheduling
- Parts and inventory, the differentiator
- Where it connects
- Common mistakes
Field Service Management (FSM) handles work that happens in the physical world, dispatching a technician to a site, with the right skills, parts and schedule. It extends the task model out to the field and the mobile technician.
Work orders and tasks
FSM centres on the Work Order and its Work Order Tasks, the on-site jobs. Each task needs the right skills, parts and a time slot, which is where FSM's scheduling intelligence earns its keep.
Dispatch and scheduling
Parts and inventory, the differentiator
Where it connects
Field work is often triggered by CSM (a customer case needs an on-site visit) or by asset/CI events, and technicians resolve against the same records the office sees, one system, front office to field.
Common mistakes
- Scheduling on availability alone, ignoring skills or parts.
- No mobile/offline support for technicians in poor-signal areas.
- Disconnecting field work from the originating customer case.
- No inventory visibility, so first-time-fix rates stay low.