58

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).

Category: Work order
STATUS DETAILS
Under Review
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

Comments

J

B2C field service is more common than B2C in my experience. The current account fields should definitely be customer fields rather than lookups to accounts.

Category: Work order

J

In any scenario where the service is provided to private customers, without this option Field Service is not operational. It is a very serious problem ...

Category: Work order

J

I dont really understand the reason why you did choose the account lookup on the work order instead of using the customer lookup to be able to choose between company OR contact. I am also having a customer looking for a B2C scenario where the contact and his personal address does matter for the job do be executed. Please consider quickly to implement this feature as well to be able to do offer the solution for a larger number of customers.

Category: Work order

J

I am working with a public sector where they wish to provide service to patient's wheel chairs and other assets provided to them by the Hospital. In this scenario it is important to track assets and work orders against Contacts than Accounts. And I believe this could be a very common and genuine ask from other customers as well. Hence, I would request for this possibility in the product.

Category: Work order