Field Service Management in Freshdesk

Businesses that offer products and services to their customers often run into problems that demand on-site services from a technician. Not always, though, are support agents aligned to field technicians, causing delays, assignment hurdles, lack of insight into the job itself - all leading to sloppy customer support. With Freshdesk’s field service management software, plan your field technicians' schedules, pass on customer information to them and live-track progress as they solve problems on-site.

Enabling FSM

In this guide, you’ll learn how to enable the Field Service Module in Freshdesk, add field technicians, service groups, create and manage service tasks, and empower your field technicians with an app on the field.

To enable the FSM module in Freshdesk, you will require admin access in Freshdesk. If you are the account owner, you will have admin access by default.

A quick guide to setting up Field Service Management

  • Login to your Freshdesk portal as an Administrator

  • Go to Admin > Field Service Management under General Settings

  • Click on 'Enable' to enable Field Service Management for your account

In the next article, we'll talk about how you can bring your field teams onboard and add Field Technicians to Freshdesk. Click here to continue reading →