Field Service

Service calls on customer-owned equipment, with SLA and billing.

Overview

Customer assets have warranty and SLA. A call moves New, Dispatched, On site, Done, Invoice requested. Dispatch opens a work order when the customer asset is in the register, and billable is false under warranty.

When to use field service

• You service equipment owned by customers.

Step by step

1. 1Open Field ServiceIn Assets, open Verticals → Operations → Field Service.
2. 2Log a call
3. 3Dispatch and complete

Lifecycle

Invoicing is requested as an event; it does not create an invoice itself.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

• assets.fieldservice.manage
• assets.vertical.read

Automation

• Changes on this screen are written to the asset audit trail and the asset timeline.

Related features

• Work Orders