- Module 1: Configure field service applications
- Module 2: Manage work orders
- Module 3: Manage entities and data
- Module 4: Implement security
- Module 5: Implement integration
- Module 6: Perform solutions deployment and testing
Module 1: Configure field service applications
- Configure general settings
- Configure product and service pricing
- Configure bookable resources
- Integrate other tools with Field Service
Module 2:Manage work orders
- Describe the work order lifecycle
- Create and manage work orders
- Manage incidents
Module 3: Schedule and dispatch work orders
- Scheduling Options
- Implement the Schedule Board
- Implement the Schedule Assistant
- Configure Resource Scheduling Optimization (RSO)
- Configure Universal Resource Scheduling
Module 4: Manage field service mobility
- Install and configure the mobile app
- Manage mobile projects
Module 5: Manage inventory and purchasing
- Manage inventory
- Manage purchasing and product returns
Module 6: Manage assets and agreements
- Create and manage agreements
- Manage customer assets