How do I create a service appointment in FSL?

How do I create a service appointment in FSL?

To create a service appointment:

1. From the Service Appointments tab or the Service Appointments related list on a record, create a service appointment.
2. Fill out the General Information section.
3. Fill out the Scheduled Times section.
4. Assign service resources to the appointment in the Assigned Resources related list.

What is service appointment in FSL?

Service appointments represent field service visits to customers. While work orders describe the work to be performed, service appointments provide the scheduling and assignment details.

How do I schedule an appointment with field service lightning?

You can schedule service appointments from the Field Service dispatcher console by using the mass schedule action or by dragging them onto the Gantt. Schedule an appointment in a hurry with Auto Schedule—right from the appointment itself. Auto Schedule finds the best available slot based on your scheduling policy.

How do you set up field service lightning?

Steps to setup the Field Service Lightning

1. Setup ->Field Service Settings → Enable Field Service Lightning.
2. In the ‘Notifications’ section select ‘Enable notifications’ to send notifications to the user in Salesforce mobile app, and the FSL mobile app about updates to work orders and service appointments.

What is FSL app?

The FSL app is custom-designed for work order execution. The app is built with genuine offline capability, to accommodate network coverage issues faced by a lot of technicians who work in remote locations or underground.

How do I access the dispatcher console?

To reach the dispatcher console, from the App Launcher, find and open the Field Service app, and then click the Field Service tab….Work in the Dispatcher Console

1. Customize the Dispatcher Console.
2. Work in the Dispatcher Console Appointment List.
3. Work in the Dispatcher Console Gantt.

What is dispatching in FSL?

The FSL Dispatcher assigns technicians to the work orders and appointments and schedule appointments based on skills and routing policy. The FSL Technician (Resource) receive work orders and appointments and also update the status of their appointments and closes them in the Field Service mobile app.

How is an appointment scheduled in Salesforce.com?

The appointment is automatically scheduled to a mobile worker with the correct skills and availability. It’s just that easy. Once all her appointments are scheduled, Jacinta heads over to the Gantt. Appointments with next to them have a rule violation.

Is there an app for field service management?

The Field Service mobile app by Salesforce is a brand new way to bring the full power of Field Service management to your mobile workforce. Improve first visit resolution by arming employees with this best-in-class mobile solution.

How to create service appointments in Lightning scheduler?

When creating a Service Appointment in Lightning Scheduler there is no standard validation to prevent from booking a Service Resource multiple times during the same time slot. How can we get available I have a requirement where I want to update the Service Appointment Status automatically when the technician reaches the customer location.

What are the rules for scheduling an appointment?

For example, an appointment scheduled to a resource without a required skill or one who has to travel too far are both rule violations. If you schedule an appointment using the Schedule or Candidates actions, you won’t see any rule violations.