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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Field Service Management Guided Setup

Streamline setting up Field Service Management with guided setup.

Use guided setup to step through the initial Field Service Management configuration. Guided setup assists you with planning the roll-out of the product and performing the basic configuration. Guided setup organizes configuration activities into categories and helps you track your progress.

Note: This guided setup assists you with only the basic configuration and doesn’t include all the features and capabilities of Field Service Management.

Image omitted: guided-setup-cropped-fsm.png
Field Service Guided Setup interface that contains the Foundation Data section, the Products, Assets, and Inventory section, the Field Service Process section, and a progress bar.

Related topics

Planning your Field Service Management implementation

Configuring Field Service Management using Guided Setup