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SAP FSM (Field Service Management)

SAP FSM
(Field Service Management)

This article describes what is behind the SAP Field Service Management solution, how it works and the advantages it provides.

Claudio Endres

Product Manager

What is the Field Service Management solution by SAP?

SAP Field Service Management (SAP FSM) is an application for professional deployment planning of technicians, vehicles, materials and tools. Here, the software solution supports employees in charge of service in the entire process – from service requests, field service planning, on-site support for mobile technicians to reporting and final billing. As a former part of CX Suite (formerly C/4HANA Suite), SAP FSM can still be combined very easily with other solutions, such as SAP Sales Cloud and SAP Service Cloud. As a consequence, the customer experience is optimized along the entire customer journey.

What are the functions of SAP Field Service Management?

In order to increase the first-call resolution rate and customer satisfaction, the deployment of technicians (“workforce management”) is planned with SAP FSM by using availabilities and skills. In SAP Field Service Management, the qualifications and training courses of technicians are managed as well. In this way, MRP controllers always find the service technician that is best qualified for the present service case – assisted by AI features. Resource planning is complemented by GPS tracking. Therefore, planners always have an overview of where technicians are currently deployed and, in case of customer concerns, can request technicians in the direct vicinity flexibly and at short notice.

Due to ERP integration, planners and technicians also have access to different storage locations and can reserve materials and spare parts. It is also checked during planning which materials the technicians currently have with them. This will be noted down in the ERP system to ensure that stockholding is always kept up to date.

With the SAP FSM solution, service technicians benefit from a mobile application, where they can complete all steps of an order – from customer and product information and checklists to service reports. In this way, the field sales representative can specifically address customer requirements and contribute to a positive service experience.

Access to the data is possible both online and offline and completely independent of location or device. As a consequence, the solution meets the particular requirements on site: the processing of service cases on site is simplified even without Internet access.
After completing the service order, they can also trigger the billing document message in an automated way. This means that the office-based personnel gets support, the service technician saves time-consuming postprocessing and the customer receives relevant documents at an earlier date.

By using the integrated SAP Crowd Service solution, enterprises also reduce bottlenecks by deploying external staff and partners in addition to their own service technicians. Crowd Service enables the deployment of service technicians in a partner network as required in order to master the multitude of orders. Service orders are assigned in real time, via e-mail, SMS or directly in the application.

To be able to help customers faster and, at the same time, save resources in enterprises, self-service offers become more and more important. With SAP FSM, customers can scan QR codes, for instance, or use other clear identification indicators to inform themselves about self-service portals, make appointments via chatbot or obtain information on the current status of a service request.

What benefits are provided by SAP FSM?

  • erstensIntelligent workforce planning
    Tailored deployment planning of your service technicians for the present service case on the basis of their qualification and availability.
  • zweitensOptimize first-call resolution rate
    Increase your first-call resolution rate by efficient preparation of materials, vehicles and tools.
  • drittensService „just in time“
    Immediate assistance is required in urgent service cases. Here, self service functions and predictive maintenance offer quick assistance. 
  • viertensFlexible working
    The mobile app makes it easier for service technicians to get an overview (also offline) of the entire service process while being on the move.
  • fünftensCrowd Service   
    Avoid bottlenecks at peak times by also deploying external service technicians using the integrated Crowd Service solution.
  • sechstensFull integration into SAP
    Benefit from a consistent system landscape and seamless process through deep integration into SAP S/4HANA or SAP ERP.

Conclusion

SAP Field Service Management (SAP FSM) is the central solution for companies that want to make their customer service efficient, flexible and future-proof. The software solution covers the entire service process – from request to settlement – and connects MRP controllers, technicians and customers on one platform. Intelligent resource planning, mobile on-site support, self services and the integration of crowd services ensure fast response times and high customer satisfaction. Due to its deep integration in SAP ERP and S/4HANA systems, SAP FSM integrates seamlessly into existing process landscapes and enables the consistent controlling of service activities, which is a real competitive advantage in a more and more service-oriented business world.

FAQ – Frequently asked questions

SAP Field Service Management is a solution for deployment planning and execution of technical field service. The application can be used to coordinate the deployment of service technicians, materials and vehicle fleets. Furthermore, a mobile app is available for the technicians for coordinating on-site deployments. However, SAP Service Cloud is a ticketing and call center solution. With SAP Service Cloud, service requests can be intelligently assigned and solved. Service processes are optimized and customer satisfaction increased by means of central knowledge management and clear analyses.