These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Field Service Management
- Who it's for
- Property maintenance service
Property maintenance service
Property service teams work across locations with different access arrangements, authorized contacts and visit obligations. A customer account may represent several buildings, but each service call still needs a specific site and an accepted window. Field Service Management keeps those locations connected to their customer while dispatch and field staff receive the information appropriate to their responsibility.
How Field Service Management is set up for you
Location ownership
Resolve the exact customer and owned service location at intake. A work order for one building must not borrow another site’s signature, estimate approval or billing identity. When a request is forwarded from helpdesk, retain its original event identity to avoid duplicate visits.
Controlled site instructions
Gate codes and other access notes are operational secrets. Limit them to currently assigned field staff for the visit and designated management access. A reassigned technician must not retain general access simply because the old job was cached on a device.
Crew scheduling
Larger tasks can require an assigned crew. Check every participating member against the actual work window, certification requirements and other reservations. An available crew name is not evidence that all its members can reach the location.
Documented customer acceptance
Additional work needs a clear scope and an authorized customer signer. Preserve the document revision and why that person could approve it for the account and location. Keep completion acknowledgment separate from permission to perform extra work.
Features to start with
Roles on the team
- Dispatcher
- Commits qualified assignments and customer windows and coordinates schedule changes.
- Technician
- Records work only on assigned individual calls or calls assigned to a crew of which they are a current authorized member.
- Crew Lead
- Works assigned crew calls and provides an independent pricing decision where the configured limit permits.
Set up Field Service Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.