Scheduling Policies

Several scheduling policies are available out-of-the-box with Field Service. With our scheduling policy configuration we identify and extend two common scheduling processes to enable automated Service Resource scheduling to Work Orders.

• Customer First - this scheduling policy focuses on matching customers based on Service Territories, as well as other key rules to ensure the customer is receiving the best resourcing based on their needs.

• Soft Boundaries - this scheduling policy focuses on identifying resources available without matching a Service Territory, as well as other key rules to ensure the customer is receiving the best resourcing based on their needs.

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More information about Scheduling Policies can be found here.