1. Overview In a service or manufacturing environment, effective resource management is crucial for efficient operations. This document defines key concepts such as resources, work centers, work center teams, and resource skills & roles. 2. What are Resources? Resources refer to entiti...
Case in Field Service CRM A case in Field Service CRM helps track customer issues and ensures timely resolution. Follow these simple steps to create a case efficiently. 1. Open the Case Module Log in to CRM and navigate to Service > Cases. Click New Case to start a new entry. 2. Enter C...
Field Service: Field Service refers to managing work performed at customer locations rather than at company premises. It includes tasks like installations, repairs, maintenance, and inspections carried out by field technicians. 2. Key Components of Field Service Work Orders – Requests ...