Field Service Cloud20 tasks
Configure Field Service Work Orders
Get a Field Service org ready to run work, with work orders, service appointments and travel tracking set up and tested. Part of the Field Service Cloud overview.
Method
How MeshMesh does it
- Checks Field Service and Appointment Assistant settings and points out misconfigurations, such as a stale ETA link and a status trigger set on the wrong status.
- Deploys metadata, demo records and flows to link parent and child work orders, set up dependency-aware scheduling and a weather cascade.
- Works through scheduling snags as they come up, such as dependency direction and pinned appointments.
- Reviews the demo story and click paths with the user after the build.
- When it cannot reach the org, it stops and asks the user to reconnect instead of guessing.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.