9

Being able to use a Cusomer Asset on a Work Order without the need for the Service Account to be related to that Asset

If there are Customer Assets that change their location from time to time (cars, ships, lorries, trains, construction machines, ...) it is painful to appropriately plan Work Orders ahead of time for the same Asset but changing locations. When trying to decouple a Customer Asset from the Servic...

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1 Comments

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Category: Work order (10)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for sharing your feedback. We believe we grasp what you are trying to do; however, to ensure our understanding, please answer the following questions:

  • In this scenario, it sounds like the mobile asset could be treated as a Service Account with an address and geolocation that changes. In what ways are these mobile assets distinct from a Service Account?
  • Does it often cross territories?
  • Can you help us understand why it is treated as a Customer Asset?
  • How far in advance is work scheduled?
  • Can you share any other relevant use-case details that makes enabling associating a customer asset to any service account the best way to manage work on these items?

Jason Cohen

PM, Microsoft

7

Generate a quote from Work Order

We would like to use the work order functionality and take advantage of the Incidents definition and relationship with services and service tasks plus characteristics. After that we would be generating a quote that is sent to the customer for approval/ changes. Currently we have to use a plug-...

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3 Comments

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Category: Work order (10)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback.

We need some more details to understand your suggestion better. Can you please help us by answering the following questions?

  • What would happen to a work order that generated a quote if the quote isn't accepted?
  • How would you expect scheduling logic to handle a quoted work order before the quote has been accepted?
  • Once the quote has been accepted, how would you expect that to be reflected on the work order?

While we can see this as a potentially interesting use case, we'd love to understand if this work order to quote idea is a more broad demand by seeing this get more votes. At the moment, this isn't something we've heard from the market/community, aside from here.

Sincerely,

Jason Cohen

PM, Microsoft.

5

Completion of a requirement when booking(s) are completed

When all bookings of a requirement are completed, the work order will get status Open - Completed. Nevertheless, the requirement of the work order is still Active. In case a work order was executed in less time than planned, the remaining duration will still be >0. The combination of the 'a...

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0 Comments

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Category: Work order (10)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

Sincerely,

Jason Cohen 

PM, Microsoft.

2

On change of Primary Incident Type also replace subordinated records

After a new Work Order is created and a Primary Incident Type populated, at least the following records get populated into the new Work Order coming from the Primary Incident: - Work Order Products - Work Order Services - Work Order Service Tasks - Characteristics If a User changes the Primary...

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0 Comments

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Category: Work order (10)

STATUS DETAILS
New
2

Automatic price and quantity calculation of expense and services depending om parameter settings

Should be under a different category (Work Order Review), but I couldn't change. When Bookings related to a Work Order are completed a Review of the job is made. Anything (time, material, expense, fee) that should be invoiced to customer or just added as a cost needs to be entered manually. If...

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1 Comments

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Category: Work order (10)

STATUS DETAILS
New
1

Put weather data in the work order

As much of the work is done outdoors, and we know the date, time and geolocation of the work, we should show a "Card" with the target location weather, at the least. Many of our customers will not perform outdoor work during thunderstorms, or when temp is too hot or too cold. Having this weath...

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0 Comments

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Category: Work order (10)

STATUS DETAILS
Under Review
Ideas Administrator

Thanks, Pierre.

We think this is a potentially good idea. Let's see if this gets more votes. Please campaign for this one as we think it makes sense but we'd like to see what the community thinks.

 

Thanks,

Jason Cohen

PM, Microsoft.

1

Anomalous Work Order Identification

Use machine learning to highlight Work Orders which are significantly outside of the norm is some way (Price, Duration, Number of bookings, etc.) to allow organizations to look at a select list of work orders which may yield both opportunities for an organization to learn how to improve their off...

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0 Comments

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Category: Work order (10)

STATUS DETAILS
New
1

Allow to create a work order for a contact (not account)

Field Service today only supports creating Work Orders for a Service Account. It would be great to also support Contact (so we can support the B2C scenario).

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0 Comments

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Category: Work order (10)

STATUS DETAILS
New
1

WorkOrder not refreshed after resource booking

Not to be refreshed Work Order Form once a Resource_Booking is created via "Book" button and clicked Book&Exit. The page remain unchanged, and requires MANUAL Work Order refresh action STEPS: Go to Case Create WOrkOrder Click "Book" Select Resource Click "Book&Exit" ISSUE: the Main Wor...

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1 Comments

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Category: Work order (10)

STATUS DETAILS
New
0

Generate Work Order from Quote

I would like to see a method to go directly from a Quote to a Work Order (eg. when building a price for a customer generate a Work Order to determine resource availability and soft booking prior to customer approval of a quote). Case > Opportunity > Quote/Work Order is too labour intensi...

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0 Comments

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Category: Work order (10)

STATUS DETAILS
New