Field Service Management: User Experience
4.0 (2 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.
11 students enrolled
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Field Service Management: User Experience

Field Service Management: User Experience
4.0 (2 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.
11 students enrolled
Last updated 2/2017
English
Price: $60
30-Day Money-Back Guarantee
Includes:
  • 2 hours on-demand video
  • 1 Article
  • 11 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • At the end of this course, students will be have a clear understanding of how the Field Service applications work as well as how to work a job from creation to close.
View Curriculum
Requirements
  • Before starting this course, students will need to have a cloud account or trial account with licenses allocated so that they can properly follow along with the training material.
  • Additionally, users will need access to the website through Google Chrome as well as have access to a mobile device to download and install our mobile applications.
Description

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 learn our Coresystems Field Service Management applications, 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 plan/release jobs within Workforce Management utilizing skills management, how to build checklists using Knowledge Management, how to utilize the mobile applications to track efforts, work assigned checklists, and finally review/close jobs. At the end of this course you will be able to clearly understand how to seamlessly use all our applications to best suit your organizations needs.

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?
  • his course is intended for organizations that have purchased Coresystems Field Service licenses and are interested in learning the product themselves.
  • This course is also intended for organizations that are interested in Coresystems Field Service management and how the application works.
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Curriculum For This Course
21 Lectures
01:46:49
+
Company and Training Introduction
3 Lectures 08:29
+
Dispatching a job
7 Lectures 34:14

DEMO: Workforce Management
06:38

Reservation Types and Filters
03:19

Creating and Releasing Activities
04:09

DEMO: Creating and Releasing Activities
06:09

Skills Management
02:53

DEMO: Skills Management
07:11

Quiz: Dispatching a Job
5 questions
+
Knowledge Management - Creating Checklists
3 Lectures 18:36

Creating Checklists
05:26

DEMO: Creating Checklists
10:02

Quiz: Knowledge Management
4 questions
+
Mobile apps
5 Lectures 29:13

Working Activities/Assignments
05:26

Working jobs with Checklists and Reserved Materials
03:23

Checkout Process
02:54

DEMO: Mobile application and Working Activities
11:55

Quiz: Mobile Apps
4 questions
+
Reviewing and closing the job
3 Lectures 16:16

Completing the Job
04:18

Demo: Following Up
05:09

Quiz: Following Up
3 questions
About the Instructor
Arjun Ramachandran USA
3.7 Average rating
23 Reviews
125 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.