Configuring work orders
Field Service Management uses a task-driven process, wherein each work order encapsulates a list of essential tasks. Upon the creation of a work order, a corresponding task record is instantly generated. Task-driven processing can provide structure and clarity for intricate projects.
Work orders are the driving force behind Field Service Management. They define what Field Service agents must do to complete their jobs.
Each work order requires at least one task, with the option to add more to cover all facets of the request. While tasks can be assigned to different groups and operate autonomously from the main work order request, the progression and completion of these tasks influence the overall state of the parent work order.