Customer Engagement & Dynamics CRM Forum

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FSA multi-day work orders

  • 1.  FSA multi-day work orders

    TOP CONTRIBUTOR
    Posted 13 days ago
    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 13 days ago
    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 12 days ago
    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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