Field Service Manager Workforce gives field service managers a single place to see agent schedules, team calendars, work order tasks, and real-time location data so they stop piecing together team availability from multiple systems and start managing from a complete picture.
Most managers swivel between several tools just to answer basic questions: Who's available? Where are they? Is this territory covered? Workforce consolidates that across assignment groups and territories, so managers can spot conflicts, balance workloads, and confirm coverage before problems reach the dispatch queue.
Managers can filter the workforce team calendar by event type — Appointments, Case Tasks, Work Order Tasks etc — keeping the view focused on what's actually relevant to their operation.
- Unified scheduling workspace — agent schedules, team calendars, and task activity in a single view, no tool switching required
- Team calendar configuration — control which event types appear, scoped to what your team actually needs to see
- Group and territory visibility — schedule coverage across assignment groups and territories, with clear sight lines into gaps and workload distribution
- Map-based agent tracking — monitor agent locations and task progress geographically for real-time situational awarenes
What's New:
- Create recurring personal and team events on the workforce calendar
- Edit or delete a single occurrence — or the whole series — of a recurring event
- Edit break events from the CSP panel, with duration, timezone, and status shown on the card
- Proxy users can take action on behalf of work order tasks on the workspace
- Embedded breaks and statusing breaks displayed on the workforce calendar
- Prevents overlapping breaks and edits for breaks already in progress
- Clearer break event colors on the schedule
- FSM holiday schedule visibility
System requirements:
- Required plugins and products
- Require CRM Workspace Foundation
- Dependencies -
- sn_cwf_wrkspc
- app-common-config
- sn-fsm-components
- Family Apps -
- Skill Management
- Agent Schedule
- Store apps - CRM Workspace Foundation
- 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