Configure daily and advanced schedules

Yokohama Field Service Management
Release
yokohama
ft:locale
en-US
ft:publication_title
Yokohama Field Service Management
ft:clusterId
fsm
bundleId
fsm
workflow
Customer and Industry
  • Field Service Management
  • Exploring Field Service Management
  • Field Service Management Guided Setup
  • Integrated work order entry
  • Customer Experience in Field Service Management
  • Work order insights powered by Predictive Intelligence
  • Process Mining for Field Service Management
  • Optimizing Scheduling and Dispatching operations
  • Appointment booking
  • Dynamic scheduling
  • Intelligent Task Recommendation
  • Schedule Optimization
  • Dispatcher Workspace
  • Dispatcher dashboard
  • Capacity and Reservations Management
  • Capacity Console
  • Field Service Agent Efficiency
  • Field Service Crew Operations
  • Field Service Territory Planning
  • Mobile experience for Field Service Management
  • Playbooks for Field Service Management
  • Field Service Marketplace
  • Inventory management in Field Service Management
  • Linear asset support
  • Monitoring and analytics for Field Service Management
  • Planned Work Management
  • Workforce Optimization for Field Service
  • Field Service Management workflow examples
  • Field Service operations workflow example
  • Field Service preventive maintenance workflow example
  • Field Service IT workflow example
  • Virtual Agent for Field Service Management
  • Field Service Quality Management
  • Configuring Field Service Management
  • Planning your Field Service Management implementation
  • Domain separation and Field Service Management
  • Extension points in Field Service Management
  • Global domain configurations
  • Configuring Field Service Management using Guided Setup
  • Activate Field Service Management
  • Additional plugins for Field Service Management
  • Quick start tests for Field Service Management
  • Setting up your workforce
  • Configuring Google Maps API keys
  • System properties for Google Maps in FSM
  • Google Maps APIs for Field Service capabilities
  • Configuring locations
  • Configuring Field Service with Service Locations
  • Activate Field Service with Service Locations Support
  • Mapping a service location to a parent location
  • Create parent determination rules for service locations
  • Set the default validation option for service locations
  • Add Service Locations functionality to a work order catalog item in the Customer Service Portal
  • Set the limit of maximum service locations added per day
  • Set the default location on a map
  • Configuring users
  • Setting up Field Service user groups
  • Assign additional managers to user groups when Workforce Optimization for Field Service is installed
  • Manage Field Service and Customer Service skills
  • Mandatory skills
  • Configuring the mandatory skills feature
  • Migrate skills to the Task Skill table
  • Configuring Field Service Territory Planning
  • Activate Field Service Territory Planning
  • Creating geographies
  • Creating a GeoJSON geography
  • Create a matching attributes geography
  • Create a composite geography
  • Edit a geography
  • Create a Field Service territory
  • Configuring resources for territories
  • Assign groups to a territory
  • Add agents to a territory
  • Add crews to a territory
  • Add suggested agents to a territory
  • Add managers to a territory
  • Modify the resource membership of agents or crews associated with a territory
  • Enable the Field Service territory model
  • Configuring Field Service Agent Efficiency
  • Activate Field Service Agent Efficiency
  • Create or modify Agent Efficiency criteria
  • Assign an Agent Efficiency value to agents
  • Create or modify an Agent Efficiency determination rule
  • Configuring an agent calendar
  • Create an event configuration for an agent calendar
  • Create a personal event for an agent or technician
  • Configuring Field Service Crew Operations
  • Activate Field Service Crew Operations
  • Create crews in Field Service Management
  • Add skills to a crew
  • Add an equipment skill
  • Create ad hoc task-specific crews
  • Update the crew requirement of a work order task
  • Add Field Service crew members
  • Configure the leader role to identify crew leaders
  • Configuring contractor capabilities
  • Configuring Contractor Management
  • Activate Field Service Contractor Management
  • Onboard a contractor company
  • Onboard an external manager
  • Create a work group for external field agents
  • Add external assignment groups to the dispatch group
  • Onboard an external agent
  • Offboard an external agent
  • Adding additional managers
  • Configuring Field Service Marketplace
  • Activate Field Service Marketplace
  • Create a marketplace engagement method
  • Modify marketplace eligibility criteria for Field Service Marketplace
  • Configuring Field Service Capacity and Reservations Management
  • Activate Field Service Capacity and Reservations Management
  • Activate Field Service Capacity console
  • Capacity reservation rules
  • Create capacity allocation schedule
  • Create a capacity definition
  • Create capacity buckets to distribute the workload capacity for a day
  • Create a capacity assignment
  • Create a demand channel
  • Create a capacity assignment override
  • Example workflow for assigning tasks to agents based on Capacity and Reservations
  • Configuring Workforce Optimization for Field Service
  • Activate Workforce Optimization for Field Service
  • Setting up scheduling in Workforce Optimization for Field Service
  • Configure event categories
  • Create event types to display on the team calendar with Workforce Optimization for Field Service
  • Modify schedule adherence and conformance formulas by using extension points
  • Event type extension point in Workforce Optimization for Field Service
  • Setting up Teams Workforce Optimization for Field Service
  • Setting up coaching in Workforce Optimization for Field Service
  • Configure an indicator to display in the Coaching Overview tab in Workforce Optimization for Field Service
  • Set up skill prediction to resolve similar tasks in Workforce Optimization for Field Service
  • Configure a list menu to display in the Learning tab in Workforce Optimization for Field Service
  • Integrate third-party learning management systems with the Coaching with Learning application
  • Configuring denormalized tables in Field Service Management
  • Update the data stored in denormalized tables
  • Setting up work orders and tasks
  • Configuring work orders
  • Configuring work order templates
  • Create a work order template
  • Create a knowledge article for a work order template
  • SLAs for Field Service Management
  • Manage a work order SLA
  • View a task with an SLA
  • Suspend and resume SLA timing from a work order
  • Suspend and resume SLA timing from a work order task
  • Delete an SLA from a work order
  • Work order states
  • Configure the qualification state for work orders
  • Customizing state flows
  • Configure state flows for work orders and work order tasks
  • State flow dictionary overrides
  • Work notes in state flows
  • Field controls in state flows
  • Trigger events on state changes
  • Rebuild state flows
  • State flow cleanup
  • State flow example
  • Configuring Template Management for Field Service
  • Activate Template Management for Field Service
  • Configuring data mapping
  • Create field mapping from a source table to a work order
  • Enable work order template to fetch data from the source table
  • Configuring standalone task templates
  • Create a work order task template
  • Enable a work order template to create relevant tasks for a work order
  • Signed PDF summaries for closed work orders
  • Configuring work order tasks
  • Create work types for a work order task
  • Work order task states
  • Configure the Scheduled state
  • Configuring work order questionnaires
  • Configuring survey-based work order questionnaires
  • Activate Field Service Questionnaire
  • Create a questionnaire for a work order or task
  • Configuring Time Recording for Field Service
  • Activate Time Recording for Field Service
  • Configure time recording categories for Field Service Management
  • Configuring Field Service Work Configurations
  • Activate Field Service Work Configurations
  • Set up work configurations
  • Manage work configurations
  • Setting up a work order template with work configurations
  • Setting up dynamic scheduling configuration with work configurations
  • Configuring Planned Work Management
  • Install Planned Work Management
  • Using extension point for planned work management
  • Configuring work plans
  • Create a work plan
  • Migrate maintenance plans to Planned Work Management
  • Configure a work schedule
  • Associate a work order template to a work schedule
  • Create planned work records
  • Suppress schedule occurrences of your planned work orders
  • Reschedule the planned work order
  • Configuring the auto-population of access hours in a work order task
  • Activate Field Service Management Access Hours Management
  • Define access hour preferences for a work order task
  • Activate linear assets support in Field Service Management
  • Configuring Playbooks for Field Service Management
  • Install Playbooks for Field Service Management
  • Activate Playbooks for Field Service Management
  • Configuring Field Service Management Customer Experience
  • Request task management
  • Task windows
  • Create a task template for common task requests
  • Clone a request task
  • Configuring Field Service Quality Management
  • Activate Field Service Quality Management
  • Set criteria for quality review
  • Setting up inventory and asset management
  • Configuring stockrooms
  • Create stockroom for Field Service Management assets
  • Add preferred stockrooms to an assignment group
  • Configuring Resource Scheduling
  • Activate Resource Scheduling
  • Create an equipment category
  • Create an equipment instance
  • Add skills to an equipment instance
  • Setting up CSM/FSM Configurable Workspace
  • Configuring Dispatcher Workspace
  • Activate Dispatcher Workspace
  • Define colors for work order states
  • Configure time zones for dispatchers
  • Example – Time zones for dispatchers
  • Configure the fields to appear on task cards or in the contextual side panel
  • Determine the tasks to appear in the task panel
  • Configure user groups for dispatchers in Dispatcher Workspace
  • Configure filters for dispatchers
  • Configure sort options for task panel
  • Configure agent list sort options
  • Configure event body fields
  • Change the number of days that dispatchers can hide off shift agents
  • Configure the appearance of the map in Dispatcher Workspace
  • Map pins in Dispatcher Workspace
  • Change the assigned graphics of map pins on the map in Dispatcher Workspace
  • Configure settings for Dispatcher Workspace
  • Change the graphic for calendar event icons
  • Change the fields that display calendar event icons
  • Clear Dispatcher Workspace resource filters
  • Configuring communication from Dispatcher Workspace
  • Setting up dynamic scheduling in Dispatcher Workspace
  • Customize Dispatcher Workspace
  • Customizing the contextual side panel in Dispatcher Workspace with UI Builder
  • Customizing the agent card in Dispatcher Workspace with UI Builder
  • Customizing the calendar grid in Dispatcher Workspace with UI Builder
  • Customize the pop over fields on the calendar in Dispatcher Workspace
  • Configuring advanced resource filters for Dispatcher Workspace
  • Configure resource filter options
  • Create an advanced resource filter for dispatchers
  • Configuring collapsed mode in Dispatcher Workspace
  • Configuring Field Service Territory Planning Console
  • Configuring a map overlay
  • Configure territory fields to appear in Territory Planning console
  • Enable identification of relevant territories for a work order or work order task
  • Setting up Field Service in CSM Agent Workspace
  • Configuring Workforce
  • Configure event types to appear on the Team calendar in Workforce
  • Workforce system properties
  • Configure team calendar visibility for group members
  • Configure territory view to allow users to see other members' schedules
  • Setting up a Field Service scheduling method
  • Configuring Schedule Optimization
  • Activate Schedule Optimization
  • Create a policy for Schedule Optimization
  • Add objectives to a policy
  • Add constraints to a policy
  • Configure the policy to assign preferred technicians to tasks
  • Configure the policy to enable dispatchers to prioritize work order tasks
  • Create a scheduling attribute for Schedule Optimization
  • Setting up a travel estimate provider
  • Set up a connection and credential for Beans.ai travel estimate provider
  • Configure travel time estimates with Beans.ai
  • Configure travel time estimates with latitude and longitude
  • Create a scope for Schedule Optimization
  • Create a batch for Schedule Optimization
  • Optimizing technician schedules at set intervals throughout the day
  • Activate intraday optimization
  • Configure intraday optimization
  • Configure on demand optimization
  • Configuring log levels for detailed optimization analysis
  • Set the Schedule optimization logging level
  • View Schedule Optimization logs
  • Example- Schedule Optimization validation messages
  • Example- Schedule Optimization
  • Configuring Dynamic Scheduling
  • Activate dynamic scheduling
  • Learn Dynamic scheduling process engine
  • Roles and personas required for Dynamic Scheduling
  • Set up agent schedules for dynamic scheduling
  • Set up Dynamic Scheduling as scheduling mechanism
  • Dynamic scheduling system properties
  • Example - Dynamic Scheduling
  • Configure dynamic scheduling
  • Example - configure dynamic scheduling to assign preferred technicians to tasks
  • Example - configure dynamic scheduling to ignore excluded technicians
  • Setting up Intelligent Task Recommendations
  • Activate Intelligent Task Recommendation
  • Create Task Recommendation Policies
  • Create a filter constraint or a ranking criteria for a task recommendation policy
  • Map applications to Intelligent Task Recommendation policies
  • Create custom recommendation criteria
  • Providing a script for custom task recommendation criteria
  • Configuring Route Optimization
  • Additional scheduling configuration options
  • Configuring Task Bundling
  • Activate Field Service Task Bundling
  • Dynamic task bundling
  • Create a task bundling policy
  • Create a task bundling rule
  • Add qualifiers to a task bundling policy
  • Schedule dynamic task bundling
  • Run a task bundling policy manually
  • Configuring Appointment Booking
  • Activate Appointment Booking
  • Enable or disable appointment booking for an application
  • Create or modify an application configuration for Appointment Booking
  • Configure variables in a record producer for appointment booking
  • Configure an appointment booking record producer
  • Create or modify service configuration for Appointment Booking
  • Create service configuration rules for a service configuration
  • Configure daily and advanced schedules
  • Create appointment booking advanced configuration
  • Set the starting day of the week on the appointment booking calendar
  • Create a business rule to automatically generate appointment records from catalog item variables
  • Enable or disable seismic Appointment Booking calendar
  • Enable and configure appointment slot recommendation
  • Enable appointment booking slot recommendation
  • Create or modify an appointment booking slot recommendation rule
  • Add selection criteria for an appointment slot recommendation rule
  • Customize Appointment Booking email and SMS notifications
  • Configuring Multi-day scheduling
  • Activate Field Service Multi-Day Task Scheduling
  • Setting up Soft Booking
  • Configuring Intraday schedule automation
  • Activate intra-day schedule automation
  • Copy intraday schedule automation flows
  • Change the value for agents being considered early or late
  • Change the time that determines whether an agent has acted
  • Change the recipients of notifications for intraday schedule automation
  • Configuring Auto Assignment scheduling
  • Setting up Field Service Mobile Agent
  • Configure the Now Mobile Agent application
  • Connect to your Field Service data
  • Customizing UI actions for the Now Mobile Agent application
  • Configure UI actions in the Now Mobile Agent application
  • Configuring push notifications for task assignment
  • Push notifications, actions, and messages
  • Configure scheduled offline caching
  • Configure the recently closed work order tasks list
  • Configure special handling notes for the Now Mobile Agent application
  • Enable chat in the Now Mobile Agent application
  • Location tracking for mobile
  • Action-based location tracking for Field Service Management example
  • Enable dark theme in the Now Mobile Agent application
  • Field Service Contractor for mobile feature of the Now Mobile Agent application
  • Activate the Field Service Contractor for mobile feature in the Now Mobile Agent application
  • Access the ServiceNow Agent for Field Service Contractor for mobile application
  • Configuring Site Mapping for Field Service Management
  • Activate Site Mapping for Field Service Management
  • Create a Custom Map Provider record
  • Set the default provider for a Custom Map Screen
  • Activate Sidebar for the Field Service Mobile Agent application
  • Configuring Field Service Virtual Agent Conversations
  • Install Field Service Virtual Agent Conversations
  • Activate required Virtual Agent conversation topics for Field Service Management
  • Activate Virtual Agent conversations with NLU
  • Configuring Smart Assessment questionnaires for Now Mobile Agent
  • Activate Smart Assessment for Field Service questionnaire
  • Enable Smart Assessment questionnaire
  • Migrate a survey-based questionnaire to Smart Assessment
  • Migrate survey instances to Smart Assessment
  • Create or modify Smart Assessment template
  • Create a Smart Assessment questionnaire
  • Integrating Field Service Management with other applications
  • Integration with Customer Service Management
  • Map case fields with work order table
  • Integration with Industry products
  • Integration with Project Portfolio Management
  • Customize the work order state transition map
  • Integration with Change Management
  • Install Change Management for Field Service
  • Setting up Change Management for Field Service
  • Using an extension point to synchronize work orders with change requests
  • Create a work order from a change request in the CSM Configurable Workspace
  • View work order details from a change request using the CSM Configurable Workspace
  • View work order details from a change request using the Mobile Agent application
  • Change management for Field Service components
  • Integration with Incident Management
  • Install Incident Management for Field Service
  • Setting up Incident Management for Field Service
  • Using extension point for incident management
  • Create a work order from incident record in the CSM Configurable Workspace
  • View work order details from the incident record using the CSM Configurable Workspace
  • View work order details from incident record using the Mobile Agent application
  • Incident Management for Field Service components
  • Integration with Virtual Conferencing
  • Install Field Service Management Virtual Conferencing Integration
  • Configure Field Service Management Virtual Conferencing Integration
  • Customize the display of conference recording information
  • View details for recorded conference calls
  • Setting up FSM reports and analytics
  • Field Service Management Platform Analytics Solutions
  • Field Service Platform Analytics dashboard
  • Field Service Performance Analytics dashboard in the configurable workspace
  • Configuring Workforce reports and analytics
  • Configuring Predictive Intelligence for Field Service Management
  • Activate Predictive Intelligence for Field Service Management
  • Predictive Intelligence for defining work order solutions
  • Example: Suggest similar part requirements for work order tasks
  • Using Field Service Management
  • Prepare work orders
  • Manage work orders
  • Apply a work order template
  • Create a work order
  • Example - Create task without qualifying a work order
  • Closing work orders and next steps
  • Cancel a work order
  • Delete a work order
  • Field Service Management SLAs
  • Use an SLA map
  • Access an SLA map
  • SLA map symbols
  • Filter an SLA map
  • Manage a task that has an SLA
  • Assign work orders for linear assets in Field Service Management
  • Create work order for a linear asset using a map
  • Create a work order for the planned work
  • Create work orders for upcoming days
  • Run a scheduled job to execute a planned work schedule
  • Run a planned work schedule on demand
  • Create work orders for schedule occurrences
  • Work plan example
  • Planned Work Management Home page
  • Plan calendar
  • Create and view events using the planning calendar
  • Cancel events using the planning calendar
  • Qualify a work order
  • Request additional information to qualify a work order
  • Qualify a work order
  • Move a work order task to the dispatch queue
  • Manage work order tasks
  • Create a work order task
  • Clone a work order task
  • Delete a work order task
  • Assign preferred agents to tasks
  • Exclude Field Service agents from being assigned work order tasks
  • Create dependencies between work order tasks
  • Create task dependency using a work order template
  • Create advanced task dependency using a work order template
  • Create work order tasks in CSM Agent Workspace
  • Qualify work order tasks in CSM Agent Workspace
  • Prioritize a work order task for Schedule Optimization
  • Onsite arrival and check-in
  • Manage inventory in Field Service Management
  • Part requirements
  • Create a part requirement
  • Copy a part requirement
  • Delete a part requirement
  • Source parts
  • Source a part and assign an agent
  • Source parts for work order tasks
  • Pick up an asset
  • Manage transfer orders
  • Consumable and non-consumable models
  • Create a transfer order
  • Move an asset through the transfer process
  • Merge transfer orders
  • Review a task
  • Using rate types and labor rate cards
  • Assign a knowledge article to a work order or work order task
  • Review and approve time sheets
  • Assign ad-hoc Service Locations
  • Setting ad-hoc locations in work orders and work order tasks
  • Manage workforce
  • Managing territories and agents from Territory Planning console
  • View favorite territories on a map
  • View territory information in contextual side panel
  • Change map marker location in the Territory Planning console
  • Change start and end locations for agents
  • Move agents between territories in the Territory Planning console
  • Agent availability and calendars
  • Create a work schedule for agents
  • Create a schedule to use with the agent calendar
  • Run the Populate Agents Daily Schedule Table
  • Use Emergency Exposure Management for Field Service agent monitoring and assignments
  • View an Emergency Exposure Management diagnostic report for an affected agent
  • Block the calendar of a field agent based on an Emergency Exposure Management diagnostic report
  • Managing agent skills, schedules and tasks in Field Service Agent Management
  • Use the agent calendar
  • Managing agent calendar
  • Allow agents to start traveling before their scheduled work hours
  • Capacity
  • View Capacity Usages information
  • Using the Capacity Console
  • View data in capacity console
  • View territory and demand channel summary in the contextual side panel
  • Update capacity value and reservation for a territory in capacity console
  • Using Field Service Crew operations
  • Assign work order tasks to crews
  • Managing crew tasks using the Now Mobile Agent application
  • Add a resource to a crew task
  • Add resource requirements for a work order task
  • Change the time that an agent worked on a crew task
  • Workforce Optimization
  • Workforce Optimization for Field Service Manager Workspace dashboard
  • Scheduling in Workforce Optimization for Field Service
  • Create a work shift plan in Workforce Optimization for Field Service
  • Create an on-call shift plan in Workforce Optimization for Field Service
  • Create a schedule plan
  • Add schedule breaks to a shift
  • Publish a schedule plan for visibility into team coverage
  • Track and manage your team's schedule
  • Monitor schedule adherence of your agents
  • Analyze adherence and conformance from the time worked summary
  • Add events to the team calendar
  • Teams in Workforce Optimization
  • Coaching in Workforce Optimization for Field Service
  • Skills Overview in Workforce Optimization for Field Service
  • Assess the quality of completed tasks
  • Manage skills using Workforce Optimization for Field Service
  • Coaching with Learning
  • Mobile experience for Workforce Optimization for Field Service
  • Scheduling and dispatching work order tasks to agents
  • Assigning work order tasks to agents manually
  • Assigning work order tasks to agents using dynamic scheduling
  • Select and assign multiple tasks
  • Confirm Assignment pop-up window
  • Add a default agent work schedule
  • Assigning preferred agents to work on tasks
  • Display the task assignment debug log
  • Set agent status from the mobile UI
  • Set agent status from the desktop
  • Work order task start and end dates
  • Ignoring travel time of field service agents
  • Field Service Management Access Hours Management
  • Assigning work order task with defined access hours
  • Assigning work order tasks to agents from Dispatcher Workspace
  • Using Dispatcher Workspace
  • Customize information on task cards and agent cards
  • Enable Dispatcher Workspace settings
  • Flag a work order task
  • Select Assignment groups in Dispatcher Workspace
  • Select Territories in Dispatcher Workspace
  • Search work order tasks
  • Filter Dispatcher Workspace views
  • Search for appropriate Field Service agents
  • Refresh Dispatcher Workspace
  • Agent work and schedule status
  • Show or hide off shift agents from the calendar in Dispatcher Workspace
  • Change the time zone in Dispatcher Workspace
  • Suggest agents to assign to a work order task
  • Assign a work order task
  • Edit multiple tasks in Dispatcher Workspace
  • Update multiple work order tasks simultaneously
  • Manage work order tasks
  • Viewing agents and tasks in the Dispatcher Workspace map
  • Run optimization for your groups or territories from Dispatcher Workspace
  • Limit the Dispatcher Workspace map display to tasks or agents
  • Viewing an agent's calendar
  • Show and optimize the agent task route in Dispatcher Workspace
  • Using Dispatcher Workspace for crew operations
  • Create crews
  • Create ad hoc crews in Dispatcher Workspace
  • Create quick crews in Dispatcher Workspace
  • Viewing crews in the Dispatcher Workspace calendar
  • Search for crews on Dispatcher Workspace
  • Update crew requirements for the work order task in Dispatcher Workspace
  • Search for tasks that need a crew on Dispatcher Workspace
  • Identify crews and agents for crew tasks on Dispatcher Workspace
  • View crew tasks on Dispatcher Workspace
  • Assign work order tasks to crews on Dispatcher Workspace
  • Assign an ad hoc agent to the crew on a work order task
  • Add Field Service crew members in Dispatcher Workspace
  • Add resource requirement for a work order task in Dispatcher Workspace
  • Assign required resources to the task-specific crews
  • Managing ad hoc filters
  • Create an ad hoc filter
  • Create an ad hoc filter from an existing filter
  • Update a saved ad hoc filter
  • Delete a saved ad hoc filter
  • Export saved ad hoc filters
  • View agent information
  • Show that an agent is busy with a non-work order event
  • Working on scheduled tasks in Dispatcher Workspace
  • Manage scheduled tasks in Dispatcher Workspace
  • Edit or delete a non-work order event
  • Determine how overlapping tasks are assigned
  • Using the Sidebar to communicate in Dispatcher Workspace
  • Managing part requirements in Dispatcher Workspace
  • Create a part requirement in Dispatcher Workspace
  • Source parts in Dispatcher Workspace
  • Advanced Filtering in Dispatcher Workspace
  • Personalize your resource view in Dispatcher Workspace
  • Filter resources in Dispatcher Workspace
  • Delete an advanced filter
  • Bundling work order tasks
  • Create a work order task bundle
  • Add or remove tasks from a work order task bundle
  • Assign a work order task bundle
  • Change a work order task bundle
  • Change the order of subtasks in a bundle
  • Unbundle a work order task bundle
  • Managing agents and tasks from Workforce
  • Change views in Workforce
  • Configure a default assignment group on the team calendar
  • Configure a default territory on the Team calendar
  • Using the team calendar
  • Managing agents and agent groups on the team calendar
  • View an agent profile
  • Update an agent's profile
  • Create a personal event
  • View personal events on the Team calendar in Workforce
  • Using the map
  • Viewing agent location and assign tasks to agents
  • View agent location history map
  • Assigning multi-day tasks to agents
  • Assign multi-day tasks to agents
  • Scheduling and assigning equipment to tasks and crews
  • Assign equipment to a planned crew
  • Assign equipment to a task crew
  • Assign an equipment instance to groups
  • Create a maintenance schedule for an equipment instance
  • Allowing contractors to bid on work orders and tasks
  • Push a request to Field Service Marketplace
  • Respond to a request on Field Service Marketplace
  • Withdraw from a request on Field Service Marketplace
  • Assign a task to a contractor on Field Service Marketplace
  • Use the Response Evaluation Flow
  • View scheduling history of work order tasks
  • Manage appointments
  • Manage appointments on behalf of a customer
  • Manage appointments from a work order or work order task
  • Select an Appointment window
  • Book an appointment for a customer
  • Reschedule an appointment for a customer
  • Cancel an appointment for a customer
  • Manage appointments in the CSM Configurable Workspace
  • Book work order appointment in the CSM Configurable Workspace
  • Reschedule work order appointment in the CSM Configurable Workspace
  • Cancel work order appointment in CSM Agent Workspace
  • Manage appointments as a customer
  • Book an appointment as a customer
  • Book an appointment for existing work orders and work order tasks
  • View work order and appointment details as a customer
  • Reschedule an appointment as a customer
  • Cancel an appointment as a customer
  • Customer self service
  • View and add comments to work order tasks from the Customer or Consumer Service Portal
  • Track the current location of field service agents
  • Track the current location of agents from email or SMS notifications
  • Collecting agent feedback
  • Preview and sign closed work orders from the Customer or Consumer Service Portal
  • Complete work orders on the web interface
  • Updating task status in web interface
  • Execute work order tasks
  • Accept or reject a work order task
  • Execute a task from the agent map
  • Agent map symbols
  • Agent location
  • Manage tasks on the map
  • View work order task information
  • Customize the display of task information on the agent map
  • Start work
  • View task information on the classic mobile UI map
  • Pick up an unassigned task
  • Execute a task from the queue
  • Record an incidental expense
  • Complete a questionnaire for a work order or task
  • Close a work order task as complete
  • Close a work order task as incomplete
  • Cancel a work order task
  • View asset usage
  • Track the removal of an asset from a task location
  • Record the assets used during a work task
  • Track the replacement of an asset from a task location
  • Use drop off lists
  • Create a drop off list
  • View a drop off list
  • Drop off an asset
  • Record the time worked on a work order task
  • Record time worked for a task or activity manually
  • Pause a work order task
  • Review time recorded for a task
  • Modify or delete time worked entries
  • Review and submit a time sheet
  • Create a signed PDF summary for a work order
  • Contractor Portal
  • Log in to the Field Service Contractor Portal for the first time
  • Onboard agents on the Field Service Contractor Portal
  • Approve or reject requests for onboarding agents
  • View an agent profile on the Field Service Contractor Portal
  • Assign additional manager assignments to an agent
  • Offboard agents on the Field Service Contractor Portal
  • Work order tasks on the Field Service Contractor Portal
  • Assign outsourced work order tasks
  • Accept or reject assigned external work order tasks
  • Execute and track external work order tasks
  • View attached knowledge articles
  • Close an external work order task as incomplete
  • Record the usage of assets on the Contractor Portal
  • Record the assets used during a work task on the Contractor Portal
  • Record the removal of an asset from a task location on the Contractor Portal
  • View task SLAs on the Contractor Portal
  • View sibling tasks related to a work order
  • Record Service Management incidental expenses on the Contractor Portal
  • Complete questionnaires for a work order task on the Contractor Portal
  • Sign on closed work order on the Contractor Portal
  • Requesting and receiving required parts
  • Create and source a part requirement request on the Field Service Contractor Portal
  • Transfer part orders through the Field Service Contractor Portal
  • Track part pickups on the Field Service Contractor Portal
  • Access stockroom information on the Field Service Contractor Portal
  • Managing Smart Assessment questionnaires in CSM/FSM Configurable Workspace
  • View and complete Smart Assessments in CSM/FSM Configurable Workspace
  • Complete work orders on Mobile Agent
  • Time Sheets in Mobile Agent
  • Create a time sheet
  • Add a time card to log your work time
  • Manage time cards in the time sheet
  • Personal events in Mobile Agent
  • Create a personal event in the Mobile Agent
  • View events in the Mobile Agent
  • Edit a personal event in the Mobile Agent
  • Create a task on Mobile Agent
  • Prioritizing on Mobile Agent
  • Plan your work order tasks
  • Assign tasks to yourself based on Intelligent Task Recommendation
  • Plan your schedule
  • Pick up an unassigned task
  • Optimize a task route
  • Accept or reject a work order task
  • Start work on a work order task
  • Activate dark mode
  • Create a sales opportunity
  • View sales opportunities
  • Complete a questionnaire for work order task
  • Tracking your location on Mobile Agent
  • Inventory on Mobile Agent
  • Track inventory
  • Request inventory
  • Accept or reject part requests from peer agents
  • Picking up parts
  • Request rejected parts from other stockrooms
  • Duplicate part request
  • View transfer order lines for requested parts
  • View schedule and track the parts for drop-off
  • Analyze all work orders for a selected asset
  • Track an asset for a work order task from a mobile device
  • Register new assets
  • Move defective assets through the transfer process
  • Move excess assets through the transfer process from a mobile device
  • View install base information on Now Mobile Agent application
  • Equipment on Mobile Agent
  • Field Service Contractor for mobile
  • Reassign a work order task to yourself on a mobile device
  • Reassign a work order task to an agent on a mobile device
  • Accept or reject a work order task on a mobile device
  • Create work orders for a selected asset on a mobile device
  • View knowledge articles related to a work order task on a mobile device
  • Enter incidental expenses directly from a work order task on a mobile device
  • View an agent's profile on a mobile device
  • View details screen on the Field Service Contractor for mobile in ServiceNow Agent application
  • Track or add work order task information on a mobile device
  • Close a complete work order task on a mobile device
  • Close an incomplete work order task on a mobile device
  • Pause or resume work order task tracking on a mobile device
  • View recently closed work order tasks on a mobile device
  • Sign on closed work order on a mobile device
  • Request inventory using the Field Service Contractor for mobile application
  • View inventory details using the Field Service Contractor for mobile application
  • pick up parts using the Field Service Contractor for mobile application
  • Complete questionnaire for work order task using the Field Service Contractor for mobile application
  • Crew on Mobile Agent
  • Add members or equipment to your crew
  • Remove or release members and equipment from your crew
  • Edit member or equipment details
  • Push notifications on Mobile Agent
  • Accept or reject requests from push notifications
  • View and reply to task comments from push notifications
  • Start a Sidebar discussion on the Now Mobile Agent application
  • Job site maps on Mobile Agent
  • Linear assets on Mobile Agent
  • Start work on a linear asset task
  • Playbooks on Mobile Agent
  • Virtual Conferencing on Mobile Agent
  • Make a call from the Now Mobile Agent application
  • Initiate a Zoom or Microsoft Teams meeting from the Now Agent mobile application
  • Knowledge articles on Mobile Agent
  • Working offline on Mobile Agent
  • Closing tasks on Mobile Agent
  • Analytics and reporting for Field Service Management
  • Use the Field Service Management Overview dashboard
  • Monitoring operations in real time
  • Use the Field Service Management dashboard
  • Contractor dashboard
  • Contractor dashboard in the configurable workspace
  • Field Service Territory Capacity Analytics dashboard
  • Scheduling Health dashboard
  • Using the Field Service Safety dashboard
  • Field Service Territory Performance Analytics dashboard
  • View work order trends topics
  • Field Service Management reference
  • Components installed with Field Service Management
  • Tables installed with Field Service Management
  • Properties installed with Field Service Management
  • Roles installed with Field Service Management
  • Script includes installed with Field Service Management
  • Client scripts installed with Field Service Management
  • Business rules installed with Field Service Management
  • Section 508 compliance features
  • Work order task fields in the Field Service Contractor application
  • Smart Assessment template fields
  • Components installed with additional plugins for Field Service Management
  • Appointment booking components
  • Time Recording for Field Service components
  • Field Service - Signature Pad components
  • Contractor Management components
  • Field Service Marketplace components
  • Customer Experience components
  • Field Service Capacity and Reservations Management components
  • Field Service Crew Operations components
  • Intelligent Task Recommendations components
  • Field Service with Service Locations Support components
  • Field Service Territory Planning components
  • Advanced Part Sourcing components
  • Template Management for Field Service components
  • Planned Work Management Components
  • Planned Work Management system properties
  • Workforce Optimization for Field Service components
  • Field Service Task Bundling components
  • Field Service Task Bundling fields
  • Field Service Quality Management components
  • Field Service Agent Efficiency components
  • Smart Assessment components
  • Schedule Optimization components
  • Tables installed with FSM for Schedule Optimization
  • Optimization features used with Schedule Optimization
  • Schedule optimization properties
  • Schedule Optimization travel estimate providers
  • Intra-day schedule automation flows and subflows
  • Task assignees table for crew members or equipment
  • Calendar event icons in Dispatcher Workspace
  • Map iconography in Dispatcher Workspace
  • Linear Assets Support properties
  • Advanced resource filter tables
  • Learn about appointment availability settings for an application configuration
  • Learn about task assignment methods for an application configuration
  • Data model for denormalized tables in Field Service Management
  • Now Assist for Field Service Management (FSM)
  • Exploring Now Assist for Field Service Management (FSM)
  • Configure Now Assist for Field Service Management (FSM)
  • Skill inputs for Now Assist for Field Service Management (FSM)
  • Configure the Generate closure notes UI action
  • Configure the KB generation skill
  • Customizing a skill
  • Customize a Now Assist for Field Service Management (FSM) work order task summarization skill
  • Customize a KB generation skill in Now Assist for Field Service Management (FSM)
  • Create an Assistant for Field Service Management
  • Using Now Assist for Field Service Management (FSM)
  • Generate a work order task summary
  • Generate work order task closure summaries in the Mobile Agent application
  • Generate a knowledge article from the CSM/FSM Configurable Workspace and classic environment with Now Assist
  • Summarize a Sidebar discussion
  • Summarize a record using Now Assist in Virtual Agent
  • Use conversational search for technician support

Configure daily and advanced schedules

  • Release version: Yokohama
  • Updated June 3, 2025
  • 1 minute to read

    • Create advanced appointment schedules to provide customers with precise time slots, or adjust the beginning day of the week on your booking calendar to align with your organization's scheduling preferences.

    The optional steps to configure appointment schedules are:
    1. Create appointment booking advanced configuration
    2. Set the starting day of the week on the appointment booking calendar
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