Field Service Management

What roles and scope can be assigned to a Field service agent?
For field agents, you will only be able to choose Ticket Scope, either Groups or Restricted. By default, the field technician will be associated with the Fi...
Tue, 18 Jun, 2024 at 5:02 PM
I do not see the Field Service Management option in the Admin tab. Why?
The Field Service Management module is available on Blossom, Garden, Estate, and Forest plans in Freshdesk. If you are on either of these plans and still ca...
Tue, 18 Jun, 2024 at 5:02 PM
What is the difference between a Field Technician license and a Helpdesk agent license?
Support tickets from customers are not accessible to field technicians directly; they can only access service tasks or jobs assigned to them by your helpdes...
Tue, 18 Jun, 2024 at 5:02 PM
How do I enable the scheduling dashboard feature in Freshdesk?
The scheduling dashboard feature is available on Blossom, Garden, Estate, and Forest plans in Freshdesk. To access the Scheduling Dashboard,  Go to Admin ...
Tue, 18 Jun, 2024 at 5:03 PM
Can normal agents be added to service groups?
Yes, In case your helpdesk agents also go out into the field to help customers, you can add them to service groups.  This ensures that any service task you...
Tue, 18 Jun, 2024 at 5:05 PM
Can a service task be linked to a ticket?
No. Independent service tasks can be linked to each other, not to tickets.
Tue, 18 Jun, 2024 at 5:07 PM
Can an existing agent be converted into a Field Technician?
No, it will not be possible to convert an existing agent into a Field Technician. But you will be able to convert an existing contact into a Field Technicia...
Tue, 18 Jun, 2024 at 5:07 PM
I have created a service task directly without any ticket. Can I assign this service task to a field technician?
You can assign a service task to a field technician or a support agent. This service task can be requested by a customer and created by a support agent or a...
Tue, 18 Jun, 2024 at 5:09 PM
Is it possible to link service tasks in Freshdesk?
Yes, it is possible. By using trackers, parent service tasks can be linked in Freshdesk.  If you have multiple service tasks with a similar problem, you can...
Tue, 18 Jun, 2024 at 5:09 PM
Can I use Freshdesk without Field Service Management or Field Technician licenses?
Yes, you can use Freshdesk without Field Tech licenses. The Field Service Management module is an add-on created specifically for those organizations which ...
Tue, 18 Jun, 2024 at 5:12 PM