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Field Service- Expand Customer Search Field for Technicians

When creating a new work order from the field, the technicians have trouble finding the customer because they don't always know the customer name and the searchable field is ONLY the customer name. They often know the address, or they know a previous work order number, or a specific site name that is not the customer name. They should be able to search for the customer with any of those identifiers. Coming from a software ( Service Trade) that did this with ease has left them disappointed that Field Service is not user friendly in this regard. They should be able to type the address, old work order, site name maybe even a contact name to narrow down the list to choose from. On many occasions they do not know the exact customer name. Being able to search by all of those fields would be very helpful.

  • April Vasquez
  • Nov 15 2023
Company Bay Air Systems, Inc.
Job Title / Role Office Manager
I need it... Yesterday...Come on already
  • Attach files

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