What you'll learn

Field Service Management

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.