The more I get into Field Service the more disappointed I become.
I thought (maybe presumptuously) that it was an application that was a pretty well developed application for industries that use technicians in the field.
HOWEVER, it feels like it is more of a limited framework and a poorly designed schema for people to purchase and then spend a ton getting customized to actually be functional.
My latest episode is with Time Entry.
I would have thought most Field Service companies have a similar business process to mine so I don't see any one being able to use its functionality OOB.
- A tech creates time logs while out in the field. As they finish, they leave notes about work done, etc. for that time.
- At the office as work orders are processed someone reviews the time logs. This should be a single screen for the WO listing each time log with the notes.
- The admin reviews and edits the notes for clarity, etc, and approves the amount of billable time for each log.
- Once all time as approved a button is pressed to create a labor item on the work order for all billable time
- Once the WO is posted it gets automatically emailed to the customer.
It seems that none of this, other than the tech being able to create time logs and enter notes is in FS365 OOB.
