Chapter 10

Going Mobile with Field Ser vice

IN THIS CHAPTER

check Understanding the benefits of field service management (FSM) software

check Assessing the competition in the FSM arena

check Learning the key components and work order lifecycle of Dynamics 365 for Field Service

check Creating work orders, adding customer assets, and transferring inventory

Field service management (FSM) software is designed to fulfill the needs of organizations with a mobile workforce composed of technicians who provide installation, repair, and maintenance services for equipment located “in the field” at customer sites. The type of service performed isn’t always equipment-related, as in fixing a broken water heater; it might be killing bugs or mowing the lawn. Here are some examples of types of businesses that have traditionally used FSM software:

  • HVAC installers (heating, ventilation, and air conditioning)
  • Janitors (housekeeping)
  • Gardeners (landscaping and lawn care)
  • Electricians (electrical, cabling, and networking)
  • Plumbers (plumbing, sewers, water works)
  • Exterminators (pest control)

The demand for FSM software is ...

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