Service Tasks to have steps


While working with one of the customer we figured out that they have multiple sequential tasks to be executed while working on a work order. This is fulfilled through usage of Service tasks under an incident type. However, the service tasks also have a conditional logic and for each of the ser...

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Category: Work order (30)

STATUS DETAILS
Planned

Hierarchy and Grouping of resources on Schedule board


On the schedule board, resources are listed in alphabetical order. Resource type (User, Contact, equipment etc.) is not considered while ordering the list of resources. We can think of two options here 1. Creating a hierarchy of resources using Roles and Resource Types and showing the list of re...

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Category: Universal Resource Scheduling (165)

STATUS DETAILS
Needs Votes

Track Customer Asset movement


While working with one of the customer I came across an interesting requirement to track movement of the customer assets. The scenario is as below 1. A work order is created to service a customer asset located at a customer location. 2. The resources planned for the work order involves technici...

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Category: Customer Asset (1)

STATUS DETAILS
New

Create Work order from Power BI system dashboard


With Power BI report/ dashboard getting enabled as a system dashboard in model-driven apps (in 2020 wave-2 release), field service organizations can make data-driven decisions and generate trackable actions in the form of work orders. Enabling organizations to create work orders directly from Pow...

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Category: Work order (30)

STATUS DETAILS
New