Use the Field Service Management Overview module

The Field Service Management Overview module provides a dispatch map that displays tasks and links to the related task records.

About this task

To use the Field Service Overview module:

Procedure

Navigate to Field Service > Overview.

The map view depends on whether or not the Field Service with Geolocation plugin is activated.

The dispatch map view with geolocation enabled groups tasks and agents by proximity and displays related records in pop-ups on the map.

Dispatch map with geolocation enabled

The dispatch map view without geolocation shows individual tasks by state and displays related records in a separate window.

Dispatch map
You can click elements within the gauges to obtain more information without leaving the overview page.