Field Service Management: Standalone Implementation
3.8 (21 ratings)
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118 students enrolled
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Field Service Management: Standalone Implementation

Learn how to set up your Field Service Standalone account with this step by step guide created by Coresystems
3.8 (21 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
118 students enrolled
Last updated 1/2017
Price: $100
30-Day Money-Back Guarantee
  • 1 hour on-demand video
  • 11 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Students will be able to set up their own Field Service Stand Alone environment using Coresystems step by step guide
View Curriculum
  • Users need a thorough understanding of their Businesses service processes to be able to configure their stand alone environment
  • Users will need proper access to their own Businesses data to be able to transfer it to the Field Service application

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!

Who is the target audience?
  • This course is intended for organizations that are looking to expand their Field Service operations through Coresystems Field Service application.
Compare to Other Management Skills Courses
Curriculum For This Course
18 Lectures
What is Coresystems?
3 Lectures 09:28
Getting Started
2 Lectures 08:25

This section will review the process of creating a cloud account, the license model, as well as how to create a company.

Creating a Cloud Account

This lecture will direct users how to create users, understand permissions, as well as how to assign licenses and permissions

Users and Permissions

This quiz will review the content outlined in the section 'Getting Started'

Quiz 1: Getting Started
5 questions
3 Lectures 13:57
  1. Understand
  2. Configure Company Information
  3. Set Business Partners settings
  4. Set Service Call settings
  5. Set Item settings
  6. Set Employee settings settings

  1. Configure Workforce Management Mappings
  2. Configure Service Call Default Settings
  3. Reservation Types
  4. Reminders
Workforce Management configuration

Time Efforts and Expenses

Quiz 2: Configuration
5 questions
Master Data Management
5 Lectures 21:12

This will help you understand how the Data Loader works as well as how to use it.

Data Loader

Demo:Master Data Management

Quiz 3: Master Data Management
5 questions
3 Lectures 12:58
Administration Module and Company Settings

Demo: Administration Module

Quiz 4: Administration
3 questions
Best Practices
2 Lectures 05:10

Support - How do I get help?
About the Instructor
Arjun Ramachandran USA
3.7 Average rating
23 Reviews
128 Students
2 Courses
Solutions Consultant at Coresystems Software USA

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.