Dashboard

Pinned Views

Today's Board
Unassigned
Alerts
On hold

Dispatch Board
Work Orders
Customers
Technicians
Inventory
Service Areas
Billing
Settings

Setup

Import data

Shared boards

Downtown
North Zone
South Zone
East Metro
West Metro

Acme Mechanical Services

Settings

Company

Business hours Billing Users and roles

Work

Priorities and SLA tiers Skills and certifications Hold and cancel reasons Suppliers Warehouses and vans

Data

Data import

Last import: IMP-0001
Started: Feb 23, 9:12 AM
Source: Dynamics 365 Field Service
Status: Completed

Open Import data

Bring records across from Dynamics 365 Field Service or a spreadsheet on the Import data screen.