Program Level: Beginner This session is designed to introduce you to the Field Service offering using Service and Maintenance. You will learn how to stage your systems in order to utilize the functionality. You will also walk through actual transactions from entering service orders to dispatching and invoicing. FSM is a cloud-based offering that allows you to handle those service calls in the field. It helps with dispatching and streamlining administrative operations. It improves customer service and allows you to effectively deploy your technicians. Some key benefits of this product are equipment service history tracking, scheduling and dispatch management, and contract management. In this session, you will be able to review all of these benefits and see them first-hand. Cost: There is an additional $350 fee to attend this session. Objectives: Upon successful completion of this course, you will be able to: • Develop an understanding of the integration of Prophet 21 to FSM • Learn what is needed after enabling the integration to FSM • Review system settings required • Set up labor, technicians, parts and equipment in Prophet 21 • Review ways to set up contracts in FSM • Set up skills and checklists in FSM • Enter break fix and preventative maintenance orders from start to finish • Learn about reporting options Audience: • Technicians • Dispatchers • Service management • IT Prerequisites: • Basic understanding of Prophet 21 • Familiarity with system navigation
3950 Las Vegas Blvd.
Las Vegas, NV 89119
United States