Start your field service implementation by understanding the default, out-of-the-box logic that drives scheduling and dispatch.
| Deployment Step | Description of Step (Object/Perms/Config) |
|---|---|
| Schedule Appointments from a Record | Use the “Book Appointment or Candidates” action to schedule service appointments for work orders, work order line items, accounts, assets, leads, opportunities, and from the service appointment record. |
| Schedule Appointments from the Classic Dispatch Console | Use the “Mass Schedule” action or add service appointments onto the Gantt to schedule service appointments from the Field Service Classic Dispatch Console. |
| Schedule Appointments Automatically | Use Auto Schedule to find the best available time slot based on your scheduling policy. |
| Prevent Scheduling Overlaps | Use Drip Feed to wait for a service appointment to be completed before scheduling another. |
| Handle Emergency Appointments | To dispatch work immediately during an emergency, use the Emergency action on a service appointment to see the closest technicians on a map. |