Field Service Management (FSM)

How you plan on using FSM

Select "Dispatcher" if you are a Self-Installing Dealer and preform the following Dealership job functions: Owner*, Sales Agent, Order Scheduler/Dispatcher.

Note: A Dealership owner who is also an installer will have two accounts in FSM - one for the Dealer Role and one for the Installer Role; therefore two separate forms must be completed.

Select "Installer" if you are an Installer working in the Self-Installing Dealership. Select "Sales Only User" if you are a Sales Only Dealer and perform the following Dealership job functions: Owner, Sales Agent.

Dealer Type

Your User Role will be

General Information

Dealership Name

Sales ID (example: 2000xxxxx or 1060xxxxx)

Address

Address Line 2

City

State

ZIP Code

Personal Information

Note: A single person cannot be granted access to work orders in FSM without providing individual specific information. There can be multiple employees that work for a dealership. Each employee needs their own login credentials for compliance and security reasons.

First Name

Last Name

This is the email address of the account user, not the Dealership. Each FSM account should have a unique email address.

Primary Phone

Secondary Phone