One should not be able to move completed work order on schedule board
Once a field worker has completed a work order and its status changes to Open - Completed, no one should be able to move the work order to another resource or time.
Provide work hour and expense recording in Field Service. (Same like in PSA.)
PSA provides a great work hour and expense recording tool for resources.
A lot of customers are asking for the same functionality in Field Service!
We use the same resource entities, schedule Board in both products. Why it is not possible to record work hours and expenses re...
Add Two-Option field to Service Task entity to indocate completed
Most organizations consider work order service tasks as either complete, on not complete, which would be better represented by a two-option field as opposed to a percentage.
Add a two-option field to the Work Order Service Task entity and set the percentage field to 100 when the value ...
Ability to show [Save & Close] button for Booking Recurrence (Monthly) on IE browsers
Unlike Google Chrome and Firefox, Internet Explore does not display [Save & Close] button on a form when setting Booking Recurrence for Monthly in the Field Service solution.
The button cannot be displayed or been cut off from the form. <...
Field Service Agreement to cover customer equipment
A number of organisations have Field Service requirement require service agreements to specify the customer equipment which is under the scope of the agreement. For example, the Field Service department provides break/fix for customer assets such as cars, computer equipment, facilities e...
Cycle Count Process
In order to manage inventory a user should be able to complete a stock count process. Allow for randomization and set thresholds to encourage appropriate inventory management.
Track serialized inventory
Allow for products to be serialized or non-serialized. If serialized inventory be able to track serial numbers. Logic to ensure inventory does not go negative and serial quantity is appropriate.
Prevent PO creation overwriting address fields
Ability to display ‘Field Service’ menu in Dynamics CRM for Outlook
On the left navigation pane in Dynamics CRM for Outlook, there are Sales, Service and Marketing menu are already displayed.
Alert for customer when technician reached Site
Hello,
Now days people are working on multiple tasks this impacts technician to wait for customer /right customer contact once he reached site.
In these scenarios , if system triggers alert to customer then he will be ready explain issue or arrange right person to assist te...