Customer Engagement & Dynamics CRM Forum

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FSA multi-day work orders

  • 1.  FSA multi-day work orders

    TOP CONTRIBUTOR
    Posted Nov 27, 2018 01:47 PM
    I have a question about how we should train clients to manage preventive maintenance work (generated from agreements) that may span several days. As far as I can tell, if a work order takes 3 days to complete, there is no easy way to manage it. 

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    Nelson Johnson
    Solution Architect
    BroadPoint Technologies, LLC
    Bethesda MD
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  • 2.  RE: FSA multi-day work orders

    TOP CONTRIBUTOR
    Posted Nov 27, 2018 02:07 PM
    Yah, it's not great for multiday stuff.  We even built multiday support into the Field Service accelerator we install for our clients to help with that exact problem. It essentially splits a multiday work order into a work order per day so they can be booked more easily.

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    Wayne Walton
    CRM Practice Lead
    eBECS Limited
    Atlanta GA
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  • 3.  RE: FSA multi-day work orders

    TOP CONTRIBUTOR
    Posted Nov 28, 2018 04:15 PM
    Would you be willing to share with us what your design was or how you approached the problem?

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    Nelson Johnson
    Solution Architect
    BroadPoint Technologies, LLC
    Bethesda MD
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