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Setting up services and tasks

Suggest edit Updated on October 6, 2020

As a business administrator, configure the services that your organization performs in the application. Within a service, you can specify the associated products, as well as the duration, skills, and certifications required to perform the work. A service type is a classification to group similar services. For example, if repair is a service type that can have various services such as window repair, door repair, and refrigerator repair. A task is a subunit of work that a field worker performs to complete the service, such as completing a safety checklist. It can also be specified within the service.

  • Previous topic Adding coverage locations, dispatchers, and field workers to a service territory
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