What you'll learn

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.