---
sourceDocument: Australia Field Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/field-service-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Configure

# Configuring Field Service Management {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Set up the features and work flows that you need to manage your organization's field service work.

## Get started {#configure-fsm__section_idn_bw4_lcc}

|-|-|-|
| [Plan Plan your Field Service Management implementation.](https://servicenow-prod.fluidtopics.net/YvGgW_43ocDhCX63M5pTdQ "Before starting on your implementation journey, take some time to plan your implementation, understand Field Service Management packaging and licensing, and take some training for the features you want to implement.") | [Workforce Set up locations, territories and users for Field Service Management.](https://servicenow-prod.fluidtopics.net/mkA3WU5t6mfbRA43BtmxSQ "Setting up your workforce involves configuring users, locations, territories, and other foundational data.") | [Work orders and tasks Configure work orders and tasks for Field Service Management.](https://servicenow-prod.fluidtopics.net/eJFqpLw3ZA5wNsloiAA45Q "When work is required, create a work order to provide information for the Field Service agents to fulfill the request. Create work order tasks to break down the tasks required to complete the work order.") |
| [Inventory and Equipment Configure inventory and equipment for Field Service Management.](https://servicenow-prod.fluidtopics.net/8axuE83gHFWdlXUuBjmvKg "Inventory and asset management in Field Service Management refers to the process of efficiently organizing, tracking, and controlling resources such as equipment, parts, stockrooms, and other assets used in field service operations.") | [Configurable workspace Set up configurable workspace for Field Service Management.](https://servicenow-prod.fluidtopics.net/K3ViFajcTbHlv8tf9uRozw "Setting up CSM/FSM Configurable Workspace involves configuring Dispatcher Workspace and the Field Service Territory Planning Console.") | [Scheduling methods Configure scheduling methods for Field Service Management.](https://servicenow-prod.fluidtopics.net/kYPvQcwkV4caN8b7t3KTYg "In Field Service Management, a scheduling method is the process used to assign tasks to field technicians. As an administrator, you can choose the scheduling method that best meets your organization's needs.") |
|   | [Mobile Configure Mobile for Field Service Management.](https://servicenow-prod.fluidtopics.net/39B0AlbKshYC9zaUR6vYFA "Setting up the Field Service mobile application involves configuring the Mobile Agent application, customizing UI actions, and other functionalities to enable task management from your phone or other mobile device.") |   |
[ ]

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## Field Service Management configuration overview {#configure-fsm__cf-app-landing-get-help}

The process for configuring Field Service Management includes:

1. [Planning your Field Service Management implementation](https://servicenow-prod.fluidtopics.net/YvGgW_43ocDhCX63M5pTdQ "Before starting on your implementation journey, take some time to plan your implementation, understand Field Service Management packaging and licensing, and take some training for the features you want to implement.")

   Learn where to find information about planning your implementation, Field Service Management packaging and licensing, and training for the features you want to implement.
2. [Setting up your workforce](https://servicenow-prod.fluidtopics.net/mkA3WU5t6mfbRA43BtmxSQ "Setting up your workforce involves configuring users, locations, territories, and other foundational data.")

   Set up foundational information such as users, locations,and territories. If your organization is using Crew, Contractor Management, Capacity Management, or Workforce Optimization, complete
   additional configuration steps for each feature.
3. [Setting up work orders and tasks](https://servicenow-prod.fluidtopics.net/eJFqpLw3ZA5wNsloiAA45Q "When work is required, create a work order to provide information for the Field Service agents to fulfill the request. Create work order tasks to break down the tasks required to complete the work order.")

   Set up work orders and the tasks that comprise each work order. Optionally, configure additional features for work orders, such as Field Service Work Configurations, Planned Work,
   Playbooks, Customer Experience, and Quality Management.
4. (Optional) [Setting up inventory and asset management](https://servicenow-prod.fluidtopics.net/8axuE83gHFWdlXUuBjmvKg "Inventory and asset management in Field Service Management refers to the process of efficiently organizing, tracking, and controlling resources such as equipment, parts, stockrooms, and other assets used in field service operations.")

   If your organization needs to track inventory or schedule equipment, configure the Inventory and Resource Scheduling features.
5. [Setting up CSM/FSM Configurable Workspace](https://servicenow-prod.fluidtopics.net/K3ViFajcTbHlv8tf9uRozw "Setting up CSM/FSM Configurable Workspace involves configuring Dispatcher Workspace and the Field Service Territory Planning Console.")

   Configure the layouts, filters and sorting for specialized views in the CSM/FSM Configurable Workspace such as Dispatcher Workspace, Territory Planning console, and CSM Agent
   Workspace.
6. [Setting up a Field Service scheduling method](https://servicenow-prod.fluidtopics.net/kYPvQcwkV4caN8b7t3KTYg "In Field Service Management, a scheduling method is the process used to assign tasks to field technicians. As an administrator, you can choose the scheduling method that best meets your organization's needs.")

   Configure the scheduling method (Scheduling Optimization, Dynamic Scheduling, Intelligent Task Recommendations, or Route Optimization) that best meets your organization's needs.
   Optionally, configure additional scheduling options and capabilities.
7. [Setting up Field Service Mobile Agent](https://servicenow-prod.fluidtopics.net/39B0AlbKshYC9zaUR6vYFA "Setting up the Field Service mobile application involves configuring the Mobile Agent application, customizing UI actions, and other functionalities to enable task management from your phone or other mobile device.")

   Configure access to tasks, locations, and other information from your mobile device. If you are using Contractor Management, set up Field Service Contractor for mobile so that
   contractors can manage their assigned tasks.
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