Everything You Need to Get from A to Z and Back Again
This Quick Start Guide is designed for users new to Coresystems Field Service Management, and covers the basic steps required to get started, with an overview of the key features and functionality that drives it.
Start at Square One, or select at random.
This section covers the steps required to create a trial account.
The Field Service Mobile app is available for the following platforms:
This section covers the Master Data Management feature, used to manage object data, including customer and equipment data.
This section covers the Workforce Management feature, which is used to plan and assign service calls.
This section covers the Knowledge Management feature, which is used to create and manage checklists.
This section covers the System Monitoring feature, which is used to monitor and manage cloud connections between the Coresystem Cloud and ERPs.
This section covers the Admin module, which is used for application administration, including managing companies, business rules and notifications, and SMS billing.
This section covers the Analytics & Reporting module, which is used to manage and create dashboard reports.
See a Service Call from Beginning to End
See the Service Call Lifecycle in Coresystems Field Service Management
See how Workforce Management is used to create and release service calls to the mobile application
See how the Knowledge Management app is used to create checklists that can then be used for service calls and activities
Take the Udemy Coresystems: Field Service Management course