Automations for Field Service Management

Rules that run when service tasks are updated
Automation rules that run on service task updates let you automate actions on your helpdesk when specified events occur in a service task in real-time. You ...
Tue, 18 Jun, 2024 at 4:33 PM
Automatically create new service tasks for specific tickets
For tickets with certain properties, you may wish to automatically create service tasks. To do so, you’ll need to access Admin → Workflows → Automations → T...
Tue, 18 Jun, 2024 at 4:34 PM
Rules that run on service task creation
These automation rules run on every new service task created and performs actions based on predefined conditions. These rules let you automate actions such ...
Tue, 18 Jun, 2024 at 4:35 PM
Automations for Freshdesk Field Service Management: A Guide
Automations save you both time and effort by automatically performing repetitive tasks so your field technicians can focus on providing service to customers...
Tue, 18 Jun, 2024 at 4:35 PM
Setting up automatic appointment reminders
Quite often, field technicians make their way to a service appointment only to find out that the customer is not available. This often happens when customer...
Tue, 18 Jun, 2024 at 4:35 PM