Coresystems Field Service Management is a software solution that encompasses mobile, cloud and integration elements to automate and streamline field service operations. Companies that manage field technicians, or any mobile user working outside of the office executing tasks can benefit from Coresystems Field Service Management. It includes resource planning, checklist and document management, skills management and many other features.
This training will focus on helping you set up your own stand alone environment for Coresystems Field Service Management, so that you can get on your way to streamlining your field service operations. A standalone installation of Coresystems Field Service Management does not include native integration pieces, or connectors, and is a great fit for a wide range of industries.
You will learn how to setup your cloud environment, configuring user profiles and permission, importing and managing master data, setting up efforts and other company settings. At the end of this course you will be able to tailor your Coresystems installation to your company's specific needs, and get going in deploying it to the users in your organization.
Leading companies across industries are putting their trust in Coresystems technology and expertise to increase revenue, expand into new markets and differentiate their services. Flexible, mobile, real-time and extremely user-friendly!
This section will review the process of creating a cloud account, the license model, as well as how to create a company.
This lecture will direct users how to create users, understand permissions, as well as how to assign licenses and permissions
This quiz will review the content outlined in the section 'Getting Started'
This will help you understand how the Data Loader works as well as how to use it.
Coresystems is a privately held field service software company helping companies of all sizes manage field services. Our software brings together the right data at the right moment to delight customers and drive business results – all delivered in the cloud to any mobile device with artificial intelligence in real-time. We’re transforming field service with edge cutting technology to help companies creating perfect service moments and delight customers.