Sandbox-Freshdesk

Setting up Field Service Management 5

• Adding Field Technicians
• Creating Service Groups
• Field Service Management - FAQ
• Introduction to Field Service Management
• Custom roles in Field Service Management (FSM)

FSM guides for helpdesk and field agents 7

• Customer Signatures in Freshdesk
• Map View for Service Tasks
• Configuring custom properties and fields for service tasks
• Geotagging service locations
• A guide to field service for field technicians

View all 7

Reports and Dashboards 2

• Tracking your field team performance
• Tracking field service volume trends

Automations for Field Service Management 5

• Rules that run when service tasks are updated
• Automatically create new service tasks for specific tickets
• Rules that run on service task creation
• Automations for Freshdesk Field Service Management: A Guide
• Setting up automatic appointment reminders

Scheduling and Time Tracking 2

• Managing Appointments and Service Tasks with the Scheduling Dashboard
• Time tracking for service tasks via the mobile app