Field Service Capacity and Reservations Management gives field service organizations a rules-based way to plan, reserve, and distribute work across internal technicians and contractor teams based on defined capacity — not manual judgment or whoever has an open slot.
Organizations can reserve portions of available capacity for specific work types, such as high-priority or same-day tasks, and define capacity using multiple inputs: agent schedules, task counts, or hours. Assignment overrides allow planners to respond dynamically when operational priorities shift without dismantling the underlying structure.
Organizations get visibility into how capacity is being consumed across the operation, so adjustments to coverage, contractor commitments, and service demand can be made before they become scheduling problems.
- Allocate work order tasks based on defined capacity rather than manual assignment, ensuring agents and contractor teams are not overloaded beyond their available capacity.
- Reserve a percentage of available capacity for specific types of work, such as high‑priority or same‑day tasks, to ensure critical demand is handled consistently.
- Distribute resource capacity over defined time periods using allocation schedules, enabling planned release of capacity across days, weeks, or longer intervals.
- Track and analyze how capacity is consumed across agents, work groups, and contractors, supporting informed adjustments to meet changing service demand
New
- Migrated from family to store release
- Required plugins and products
- Require Work Management and Dynamic Scheduling
- Dependencies :
- Family Apps - com.snc.work_management, com.snc.dynamic_scheduling
- Store apps - NA
- Properties that need to be created or set to activate the content pack - NA
- Affected business rules - NA
- Affected script includes - NA
- .jar files that need to get uploaded, if applicable - NA