Creating and Releasing Your First Service Call

Source: This article refers to Creating and Releasing Your First Service Call
location

First Lesson

So you've just signed up for a trial account, and you might now be asking yourself...

Now what?

Well, in this lesson you'll learn the following:

How to login to the Workforce Management App.
How to create a service call.
How to release a service call.
How to view the service call in the mobile application.

The trial account includes a fair amount of "demo data" that you can use to create service calls. However, we will take a detour in the Master Data Management app to show how data created there can be used in service calls.

Account Created
Movie

1   |   Log in

After signing up for a trial account and entering contact information, you will receive a trial account consisting of:

  • Cloud Account
  • User Name
  • Password




This information will be used to log-in to all Field Service Management applications, so keep it somewhere handy.

You can then log into the Workforce Management app by completing the following:

  1. Navigate to the following:
  1. Enter your credentials.



  2. Click Log in.
Account Log-in
Movie

2   |   Create Business Partner

Before we settle into the Workforce Management app, where you will be spending most of your time when you create and manage service calls, we are going to take a trip to the Master Data Management.

That way, you can see how data can be created and managed from the application itself, and then used in service calls.


To create a new business partner record, let's do the following:

  1. Navigate to the Business Partner tab (located in the left-hand panel.



  2. Click the "add" icon (+) option.
  3. Now, normally you would want to add a lot more information, but for now we will add the following:
  • Name: give this Business Partner any name you'd like.
  • Customer Type: here you can select what type of customer this is. Let's go ahead and select the Customer option.



  1. When you've finished giving our Business Partner a name and phone number, click the checkbox above.




Congratulations! You've created your first Business Partner in the Master Data Management module. Now it's time to create your very first service call!

Read more Master Data Management
Movie

3   |   Create and Release Service Call

  1. After creating the Business Partner record, we'll navigate back to the Workforce Management app.



  2. Select the "add" icon + option.
    The application will now redirect you to the service call creation screen.




  3. Now it's time to enter the Business Partner information we created in the previous step (in my case, the one and only Mr. Nice Guy). Go ahead and search for the Business Partner you just created in the Customer field. And then give the service call a "subject" in the Details field.




  4. When complete, go ahead and click the checkbox above.



    The application will display an "Object has successfully been created" message when successful.
  5. Now, it's time to drag and drop the new service call onto a technician schedule and release it.




  6. After you've dragged and dropped it, click the Release Assignment button above.



Now the service call assignment can be viewed in the Mobile Application!

Read more Workforce Management
Picture

4   |   Download Mobile App

Select the app below that you plan on using:


    Android


    To Download the Field Service Mobile app for Android, complete the following:


  1. Navigate to the Google Play store and search using “Coresuite”.
  2. Click the “Install” button.
  3. When completed, enter the account details created when signing up for your trial account.

  4. Read more

iOS


To Download the Field Service Mobile app for iOS, complete the following:


  1. Navigate to the Apple iTunes App store and search using “Coresuite”.
  2. Click the “Install” button.
  3. When completed, enter the account details created when signing up for your trial account.

  4. Read more

Windows Mobile


To Download the Field Service Mobile Windows Mobile client, complete the following:


  1. Start the installation by double-clicking on the executable file located below:
  1. Follow the steps in the Installation Wizard.
  2. After the install is completed, open and run the application.
  3. Login with your Cloud Account and user details created when signing up for your trial account.

  4. Read more
Field Service Mobile
Picture

5   |   View on Mobile App

After downloading the mobile application, you will now be ready to view the service call. To do so, let's complete the following:

  1. When first logging in, the application will display a dialogue stating that the company data has never been synchronized. Go ahead and select the Sync option. The company data will then be downloaded.



  2. Next, you will navigate to the Service Call tab. Below the calendar, you will see the service call you just released! How exciting!



  3. When you click on the Service Call, you will then see the information that was entered when creating the service call.



  4. And, when you click the customer, you will see the information you entered in the Master Data Management app (Mr. Nice Guy in my case):



Read more Field Service Mobile
Location

Taking it In

Congratulations on creating, releasing, and viewing your very first service call in Coresystems Field Service Management. We feel strongly that there will be many more service calls to come.

Before we move onto the next lesson, let's take a look at what we covered in this lesson:

We covered how to log-in with your trial credentials
How data can be created and managed in the Master Data Management app.
How to create a service call (and use some of the data created in the Master Data Management app).
How to release a service call.
And, finally, how to view the service call on the mobile application.
Quick Review
Location

Next Steps

If you're ready for the next step, let's move on to Knowledge Mangement!

Next Steps
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.