Field Service Management Course

Overview

This training is designed to equip participants with the skills to deliver effective product demos, focusing on Feeld.ai, an advanced field service management ERP. This course covers essential features—job estimation, scheduling, dispatching, and mobile app functionalities—that transform operational efficiency and customer service.

Course Objectives

• Conduct effective product demos showcasing Feeld.ai’s key features.
• Demonstrate the benefits of AI-powered field service tools for scheduling, dispatch, and real-time task management.
• Highlight Feeld.ai mobile app capabilities and Mosaic Dashboard to enhance field service workflows.

Course Content

Overview: This course covers Field Service Management (FSM) with Feeld.ai, guiding users through creating service requests, generating quotations, managing tasks, and using the mobile app for execution.

Course Objectives

• Learn the FSM process flow in Feeld.ai.
• Understand how to create and share sales quotations.
• Learn to create and manage service requests, tasks, and checklists.
• Understand scheduling, dispatching, and monitoring technician locations.
• Get familiar with task execution and invoice generation using the mobile app.

Course Content

• Introduction to FSM and Price Assessment form.
• Creating service requests, tasks, and checklists.
• Scheduling & dispatching tasks and tracking technicians.
• Using the mobile app for task execution, quotations, and invoicing.

Overview

This course covers the foundational setup of Field Service Management (FSM) in Feeld.ai, focusing on configuration steps for roles, users, document types, and transaction sequences to ensure a smooth FSM process.

Course Objectives

• Understand the basic setup steps for FSM in Feeld.ai.
• Learn the configuration of roles and users for FSM.
• Get familiar with setting up document types, transaction sequences, and DMS in Feeld.ai.

Course Content

• Basic FSM configuration setup in Feeld.ai.
• Roles and user configuration for FSM.
• Configuration of document types, transaction sequences, and DMS.

Workforce Management Course

Overview
Learn to manage team hierarchies, track employee changes, and monitor key milestones like probation and promotions using charts and widgets.

Course Objectives

• Manage team structure and employee history
• Track probation, promotions, and transfers
• Use charts and widgets for insights

Course Content

• Team and hierarchy management
• Employee history and milestones
• Probation, promotion, and transfer tracking
• Disciplinary actions and data analysis

Leaves Management Course

Overview

Learn to manage employee leaves efficiently with analytics, workflow-based approvals, mobile app access, and payroll integration.

Course Objectives

• Track and manage employee leaves
• Approve leaves through workflow
• Use the mobile app for leave applications
• Integrate leave data with payroll

Course Content

• Configuring leave types
• Leave approval and tracking
• Mobile app usage for leave
• Integration with payroll

Payroll Management Course

Overview
Learn to manage payroll efficiently with automated tax, arrears calculations, flexible payroll elements, and compliance through insightful dashboards.

Course Objectives

• Track payroll via dashboards
• Automate tax and arrears calculation
• Manage flexible payroll elements
• Ensure payroll compliance

Course Content

• Payroll dashboards and tracking
• Automated tax and arrears calculations
• Configuring payroll elements
• Ensuring compliance

Claims Management Course

Overview

This course teaches how to track activities through a dashboard, submit receipts remotely via the mobile app, raise advance requisitions using self-service, and integrate these processes with the finance module for efficient management.

Course Objectives

• Track activities using a dashboard.
• Submit receipts remotely via mobile.
• Raise advance requisitions with self-service.
• Integrate with the finance module for seamless management.

Course Content

• Activity Tracking
• Receipt Submission
• Advance Requisitions
• Finance Integration