Field Service
Create work orders, dispatch technicians from the schedule board, issue permits to work, and schedule preventive maintenance.
How Field Service Works
Work orders, technician dispatch, the schedule board, preventive maintenance, and how field service connects to tickets, billing, and HCM.
Create a Work Order
Raise a new field service work order and assign it to a technician.
Schedule and Dispatch Jobs
Use the dispatch board to schedule and assign field jobs.
Issue a Permit to Work
Create and approve a permit to work before hazardous field tasks.
Set Up Preventive Maintenance
Configure recurring maintenance schedules for assets.
Create Job Templates
Define reusable task checklists for common field service jobs.
Need help with Field Service?
Our support team responds within one business day.