Core concepts

Read these before the feature manuals if you are new to FSM software.

Customer
   ├── Contacts
   ├── Sites
   │     └── Assets
   └── Work orders
         └── Appointments
               └── Field execution (per technician)

Concept	Page
Customer	Customer
Contact	Contact
Site	Site
Asset	Asset
Technician	Technician
User	User
Service request	Service request
Work order	Work order
Appointment	Appointment

Work order ≠ appointment. Finish my work ≠ Closeout ≠ Complete. Closeout does not complete the work order. Finish my work does not complete the appointment.

Action	Where	Completes
Finish my work	Field assignment	Your work only
Closeout / Complete appointment	Appointment	The visit
Complete	Work order	The job (office)

Public booking does not create a service request. Capacity does not enforce assignments. PM generation does not book a slot, assign a technician.