What it is (plain English)
The structured lifecycle of a field job: a work order captures what needs doing, breaks into tasks, gets assigned and scheduled, and moves through states to completion and sign-off. It's the backbone record that FSM scheduling and mobile work revolve around.
Problems it solves
- Field jobs tracked inconsistently with no standard states or hand-offs.
- No clear split between "the job" and "the tasks that make it up."
- Completion and customer sign-off captured on paper, if at all.
What must exist first
Field Service Management (FSM) — work orders live inside FSM and use its technicians, assets, and scheduling.
What the customer needs to provide
- Your job types and the standard steps/tasks each involves.
- The states a job moves through and who is responsible at each.
- Completion criteria and sign-off requirements (customer signature, photos, checklists).
- How work orders originate (from cases, assets, preventive maintenance, direct entry).
Where it can go next
Feeds Workforce Optimization with demand data; integrates with parts/inventory for consumption tracking; connects upstream to CSM Case Management and asset/maintenance triggers.