Customer Asset - Historical Records


Customer Assets may change over time. They may be upgraded and become a different product, other field may change, they could move accounts so their external id changes etc. Currently if you look at any Work Order/Incident, it shows you the current asset data. So if you look at an old call and...

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Category: Field Service (33)

STATUS DETAILS
Declined

Multi Visit Work Orders


Ability to have multiple visits/resource bookings for a single work order to be carried out consecutively, not at the same time. i.e. An Installation Work Order which requires 3 bookings: a. Initial Site Survey, b. The installation visit, c. a Quality control visit. The structure to define the...

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Category: Universal Resource Scheduling (98)

STATUS DETAILS
Needs Votes

RSO to take into account Customer Rating when scheduling


Some customers (key accounts) are considered more important than others. When scheduling two identical work orders (same distances, priority etc) the one for the more important customer needs to take precedence and be given a higher score by RSO. Need the facility to have an account rating agains...

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Category: Resource Scheduling Optimization (20)

STATUS DETAILS
New

Business Process Flow on Field Service Mobile


Currently a technician can move a work order from any status to any other status. In reality there is a natural progression of statuses. At it's simplest this is Travelling --> In-Progress --> Complete. Under specific circumstances you may have 'Travel Home' after 'Complete' or you could have a ...

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Category: Mobile (30)

STATUS DETAILS
New

Set Primary Incident duration when converting a Case to a Work Order


When you create a WO directly, or update the primary indent type on the WO it takes the duration correctly from the duration of the incident type whether there are tasks or not on the incident type. When you create the WO by converting a Case to a WO it takes it from the tasks attached to the Inc...

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Category: Work order (16)

STATUS DETAILS
New