Configuring Field Service Marketplace

Xanadu Field Service Management
Release
xanadu
ft:locale
en-US
ft:publication_title
Xanadu 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
  • Dynamic scheduling
  • Intelligent Task Recommendation
  • Schedule Optimization
  • Dispatcher Workspace
  • Dispatcher dashboard
  • Capacity and Reservations Management
  • 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
  • Workforce Optimization for Field Service
  • Virtual Agent for Field Service Management
  • Field Service Quality Management
  • Linear asset support
  • Monitoring and analytics for Field Service Management
  • Planned Work Management
  • Field Service Management workflow examples
  • Field Service operations workflow example
  • Field Service preventive maintenance workflow example
  • Field Service IT workflow example
  • 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
  • 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
  • Adding locations
  • Locations in Field Service Management
  • 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
  • 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 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
  • Capacity Reservations reservation rules
  • Create capacity allocation schedule
  • Create a capacity definition
  • Create capacity buckets to distribute the workload capacity for a day
  • Create a demand channel
  • Create a capacity assignment
  • Override capacity assignment for a changed work schedule
  • 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
  • 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
  • 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
  • Configuring 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
  • Configuring 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
  • 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
  • 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
  • Activate Field Service Management Customer Experience
  • Customer notifications for work order tasks
  • Configuring 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
  • Setting up inventory and asset management
  • Configuring stockrooms
  • Create stockroom for Field Service Management assets
  • 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 dispatch map
  • 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 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
  • Configure the travel estimate provider
  • Configure beans.ai travel estimate provider
  • Set up a connection and credential for Beans.ai travel estimate provider
  • 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
  • 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
  • Example - Dynamic Scheduling
  • Roles and personas required for Dynamic Scheduling
  • Setting up agent schedules for dynamic scheduling
  • Set up Field Service Management to use dynamic scheduling
  • Configure dynamic scheduling
  • Create a task filter for dynamic scheduling
  • Matching criteria for task filters
  • Create a task ordering rule
  • Create a task unassignment constraint
  • 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
  • Appointment availability
  • Task assignment
  • Appointment booking email and SMS notifications
  • Enable or disable appointment booking
  • Create or modify an appointment booking application configuration
  • Configure an appointment booking record producer
  • Create or modify an appointment booking service configuration
  • Create appointment booking service configuration rules
  • Create appointment booking advanced configuration
  • Configure variable in service catalog record producer for appointment booking
  • Create business rules to automatically create an appointment record for the catalog item variable
  • Change the day of the week that the appointment booking calendar starts on
  • 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 Now Mobile Agent application
  • 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
  • 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
  • Configuring 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
  • Activate Sidebar for the Now 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
  • Quick start tests for Field Service Management
  • 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
  • Managing work orders and work order tasks
  • Managing work orders
  • Create a work order
  • Qualifying work orders
  • Request additional information to qualify a work order
  • Qualify a work order
  • Move a work order task to the dispatch queue
  • Example - Create task without qualifying a work order
  • Closing work orders
  • Cancel a work order
  • Delete a work order
  • Create a signed PDF summary for a work order
  • Apply a work order template
  • Managing 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 a work order 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
  • Review a task
  • 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
  • Onsite arrival and check-in
  • 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
  • Add a knowledge article to a work order or work order task
  • Record the time worked on a work order task
  • Using rate types and labor rate cards
  • 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
  • Review and approve time sheets
  • 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
  • Managing 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
  • Use drop off lists
  • Create a drop off list
  • View a drop off list
  • Drop off an asset
  • Managing work order tasks from the Customer or Consumer Service Portal
  • 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
  • Managing appointments in Field Service Management
  • Select an Appointment window
  • Manage an appointment for a customer
  • Book an appointment for a customer
  • Reschedule an appointment for a customer
  • Cancel an appointment for a customer
  • Manage an appointment from the portal
  • Book an appointment from the portal
  • Book an appointment for existing work orders and work order tasks
  • Reschedule an appointment from the portal
  • View work order and appointment details on the portal
  • Cancel an appointment from the portal
  • Manage an appointment in 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
  • Scheduling and dispatching work order tasks to agents
  • Dispatching work order tasks
  • Field service agent management
  • Use the agent calendar
  • Managing agent calendar
  • Allow agents to start traveling before their scheduled work hours
  • 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
  • Using the map
  • Viewing agent location and assign tasks to agents
  • View agent location history map
  • Working in Dispatcher Workspace
  • Customize information on task cards and agent cards
  • Enable Dispatcher Workspace settings
  • Flag a work order task
  • 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
  • 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
  • View and assign scheduled tasks
  • Update scheduled tasks on Dispatcher Workspace
  • 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
  • View scheduling history for work order tasks
  • Run the Populate Agents Daily Schedule Table
  • Create a work schedule for an agent or technician
  • Create a schedule to use with the agent calendar
  • 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
  • Using Field Service Marketplace
  • 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
  • Field Service multi-day task scheduling
  • Assign multi-day tasks to agents
  • Using Field Service 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
  • 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
  • Assigning equipment to a work order task
  • 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
  • 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
  • Field Service 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
  • View Capacity Usages information
  • Field Service with Service Locations
  • Setting ad hoc locations in work orders and work order tasks
  • Managing work orders 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
  • Planning calendar
  • Create and view events using the planning calendar
  • Cancel events using the planning calendar
  • Managing work order tasks using the Field Service Contractor for mobile application
  • 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 questionnaires for work order tasks using the Field Service Contractor for mobile application
  • Managing Workforce Optimization for Field Service
  • 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
  • Managing linear assets in Field Service Management
  • Create work order for a linear asset using a map
  • Use the Now Mobile Agent application to perform tasks
  • Prioritize your work using the Now Mobile Agent application
  • 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
  • Use Time Sheets in the Now Mobile Agent application
  • Create a time sheet
  • Add a time card to log your work time
  • Manage time cards in the time sheet
  • Manage your inventory using the Now Mobile Agent application
  • 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
  • Manage your crew using the Now Mobile Agent application
  • Add members or equipment to your crew
  • Remove or release members and equipment from your crew
  • Edit member or equipment details
  • Actionable push notifications in the Now Mobile Agent application
  • Accept or reject requests from push notifications
  • View and reply to task comments from push notifications
  • Get help needed to complete jobs
  • Access the information you need using the Now Mobile Agent application
  • Complete work order tasks using the Now Mobile Agent application
  • Field Service mobile offline application
  • Manage events with the Mobile Agent
  • Create a personal event in the Mobile Agent
  • View events in the Mobile Agent
  • Edit a personal event in the Mobile Agent
  • Update equipment statuses with the Mobile Agent
  • Navigate a job site in the Mobile Agent application
  • Create a work order task using the Now Mobile Agent application
  • Using location tracking in the Now Mobile Agent application
  • Playbooks for the Now Mobile Agent application
  • Managing work order tasks for linear assets using the Mobile Agent application
  • Start work on a linear asset task
  • Using Field Service Management Virtual Conferencing Integration
  • Make a call from the Now Mobile Agent application
  • Initiate a Zoom or Microsoft Teams meeting from the Now Agent mobile application
  • 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
  • Dynamic scheduling system properties
  • 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
  • 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
  • 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
  • Existing map pins in Dispatcher Workspace
  • Linear Assets Support properties
  • 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
  • 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

Configuring Field Service Marketplace

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • You can configure Contractor Marketplace to enable dispatchers to push tasks to marketplace when internal agents are unavailable.

    Configuration overview

    1. Activate Field Service Marketplace
    2. Create a marketplace engagement method
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