What is field service management?

Field service management (FSM) is the practice of sending people to customer sites to inspect, repair, maintain, or install something, then recording the work for the office and the customer.

You do not have to follow every step below. Veldriq supports this shape; it does not force every organization into one industry playbook.

A typical service cycle

1. A customer needs service at a site, sometimes on an asset.
2. Demand arrives as a service request, an office-created job, a public booking, a portal booking, or a preventive-maintenance draft.
3. The office opens a work order — the job record: what must be done, for whom, with which rules.
4. One or more appointments are the visits (when, who).
5. Dispatch assigns technicians to those visits. Capacity numbers help planning; they do not auto-schedule.
6. Technicians execute on their assignment (travel, arrive, work, finish their work).
7. They may fill forms, attach evidence, collect signatures, and open findings.
8. A service report can freeze a snapshot of the visit.
9. Office Completes the work order when the job is done, then Closes it.
10. Optional estimates, invoices, payments, and credit notes handle money.

customer needs service
        ↓
customer / site / asset
        ↓
request or office-created work
        ↓
work order
        ↓
appointment / scheduling
        ↓
dispatch / assignment
        ↓
field execution
        ↓
forms / evidence / findings / signatures
        ↓
service report
        ↓
office complete / commercial follow-up

What Veldriq manages in that cycle

Veldriq stores the records, permissions, and files. The office CMS is the planning surface. Technicians use Field PWA (included) or native Field (separate SKU). Customers use portal or public booking when you enable those paths.

It does not invent GPS routing, automatic calendar filling, or industry-specific HVAC logic. Dispatch has No GPS-based dispatch, no ETA. Capacity does not enforce overbooking. Accepting a quote does not create a work order.

See How Veldriq works for the product objects.