📢   For Version 14,

First needs to install Payment and ERPNext, Frappe HR app. After then install the Field Service Management app.

Introduction

Field Service Management within ERPNext is a robust solution that empowers businesses to efficiently manage service calls in the field. It simplifies the entire process, allowing you to seamlessly assign and approve tasks, track their progress, and mark them as completed. This functionality optimizes field service operations, enhances resource allocation, and improves overall productivity. ERPNext's user-friendly interface and mobile accessibility ensure that managing service calls becomes a hassle-free process. Whether you need to dispatch technicians or handle service orders, ERPNext's Field Service Management is your go-to solution for streamlined and effective field operations.

Dashboard:

• Once a user logs into the field service management module, they can first see the dashboard shown in the image below. A field service management dashboard gives you an overall analysis of your business.

➤ Service Call

• Within the service call, you have the capability to add, manage, assign, and approve tasks while specifying their type and time for activation.

➤ Schedule Meeting

• In schedule meeting if you can schedule a customer or serviceman meeting

➤ Assign Task Ticket

• In the Assign Task ticket, you can see the open or closed task status

➤ Rejected Call

• Rejected Call in service calls can be viewed in Rejected.

➤ Cancelled Call

• Cancelled Call in service calls can be viewed in Cancel.

➤ Pending Call

• Pending Call in service calls can be viewed in Pending.

➤ Customer Invoice

• In the customer invoice, the customer invoice of the customer service taken can be seen

➤ Servicemen

• In servicemen the people who provide service. Those people's IDs can be created and viewed.

➤ Manager

• The manager assigns different tasks to servicemen.

➤ Employee

• You can see the manager and serviceman in the employee

➤ Customer

• When the customer arrives. You can note its details and its requirements

Key Reports

• Field Visit
• Rejected Job
• Cancelled Job
• Lead Location Track
• Servicemen Location Track