Field service management

Worked examples of assigning work to field employees and collecting what they report back.

Field service work follows a cycle: a task is created and assigned, an employee's status changes as they work it, and information comes back from site as a form or a check-in. These guides walk that cycle with the calls in order.

• How to create and assign tasks: the starting point, and what the other three build on.

• Changing employee statuses: recording what an employee is currently doing.

• Using task forms: collecting structured information when a task is completed.

• Working with check-ins: recording what an employee reported from a location.