48

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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11 Comments

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Category: Work order (45)

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. As you're likely aware, all of our data is associate to service accounts so this would be a significant shift, however, if there's enough demand, we would consider making this change.

Sincerely,

Jason Cohen

PM, Microsoft

1

Category (Role) as part of Work Order Item

My client would like the role to be selectable, same as , characteristic when when creating 'work order item'. This can be peformed currently by plugins. Most of my clients prefer vanilla systems. Is there a reason why does the category (Role) does not also appear as part of the Work Order Item...

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0 Comments

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Category: Work order (45)

STATUS DETAILS
New
1

Support for Re-visits

It is very common that a second visit is required when the job can't be completed. Reasons can be that a part needs ordering, the customer is absent or the engineer gets diverted mid travel or work to a more urgent issue. One way of handling this is to use a booking status with FS Status of cance...

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0 Comments

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Category: Work order (45)

STATUS DETAILS
New