ServiceNow Field Service Management (FSM) - Product Checklist
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Mar 13, 2025
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Welcome Again,
Follow these high level steps to install and configure Servicenow FSM
Setup your environment
Set up your workforce
- Configure the Google Maps API keys
- Configure locations and territories
- Configuring Field Service with Service Locations
- Configuring users
- Configuring Field Service Territory Planning.
- Configure agent calendars
- (Optional) Configuring Field Service Crew Operations
- (Optional) Configuring contractor capabilities
- (Optional) Configuring Field Service Capacity and Reservations Management
- (Optional) Configuring Workforce Optimization for Field Service
- (Optional) Configuring denormalized tables in Field Service Management
Setting up work orders and tasks
- Configuring work orders
- Configuring work order tasks
- (Optional) Configuring Field Service Work Configurations
- (Optional) Configuring Planned Work Management
- (Optional) Configuring the auto-population of access hours in a work order task
- (Optional) Activate linear assets support in Field Service Management
- (Optional) Configuring Playbooks for Field Service Management
- (Optional) Configuring Field Service Management Customer Experience
- (Optional) Request task management
- (Optional) Configuring Field Service Quality Management
Setting up inventory and asset management
Setting up CSM/FSM Configurable Workspace
- Configuring Dispatcher Workspace
- Configuring Field Service Territory Planning Console
- Setting up Field Service in CSM Agent Workspace
- Configuring Workforce
Setting up a Field Service scheduling method
- Schedule Optimization
- Dynamic Scheduling
- Intelligent task recommendations
- Route Optimization
- Capacity Management
- Crew Operations
- Equipment/Resource Scheduling
- Appointment Booking
- Contractor Management
- Task Bundling
- Configuring Multi-day scheduling
- Field Service Marketplace
Setting up Field Service Mobile Agent
- Configure the Now Mobile Agent application
- Field Service Contractor for mobile feature of the Now Mobile Agent application
- Configuring Field Service Virtual Agent Conversations
- Configuring Site Mapping for Field Service Management
- Activate Sidebar for the Field Service Mobile Agent application
- Configuring push notifications for task assignment
Integrating Field Service Management with other applications
- Integration with Customer Service Management
- Integration with Industry products
- Integration with Project Portfolio Management
- Integration with Incident Management
- Integration with Virtual Conferencing
Setting up FSM reports and analytics
What's next?
You should be all set to move on to the Quick Start Guide.
View original source
https://www.servicenow.com/community/fsm-articles/servicenow-field-service-management-fsm-product-checklist/ta-p/3205968