Configuring Field Service Management

---
title: Configuring Field Service Management
description: Set up the features and work flows that you need to manage your organization's field service work.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/field-service-management/configure-fsm.html
release: brazil
topic_type: reference
last_updated: "2026-09-10"
reading_time_minutes: 3
breadcrumb: [Field Service Management]
---

# Configuring Field Service Management

Set up the features and work flows that you need to manage your organization's field service work.

## Get started

<table id="table_u5l_hkt_hcc" class="nav-card"><tbody><tr><td>

[Plan\[Omitted image "bus-project.svg"\] Alt text: Plan your Field Service Management implementation.](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/planning-implementation-fsm.md)

</td><td>

[Workforce\[Omitted image "bus-3-person.svg"\] Alt text: Set up locations, territories and users for Field Service Management.](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/workforce-optimization-for-field-service/setting-up-workforce.md)

</td><td>

[Work orders and tasks\[Omitted image "bus-work-order.svg"\] Alt text: Configure work orders and tasks for Field Service Management.](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/work-order-management/setting-up-work-orders-and-tasks.md)

</td></tr><tr><td>

[Inventory and Equipment\[Omitted image "bus-asset.svg"\] Alt text: Configure inventory and equipment for Field Service Management.](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/asset-management-for-field-service/setting-up-inventory-and-asset-management.md)

</td><td>

[Configurable workspace\[Omitted image "bus-agent-workspace-1.svg"\] Alt text: Set up configurable workspace for Field Service Management.](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/setting-up-configurable-workspace.md)

</td><td>

[Scheduling methods\[Omitted image "bus-events.svg"\] Alt text: Configure scheduling methods for Field Service Management.](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/field-service-scheduling/setting-up-scheduling-methods.md)

</td></tr><tr><td>

 

</td><td>

[Mobile\[Omitted image "bus-mobile-phone.svg"\] Alt text: Configure Mobile for Field Service Management.](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/mobile-experience-for-field-service-management-glide-family/setting-up-field-service-mobile-agent.md)

</td><td>

 

</td></tr></tbody>
</table>## Field Service Management configuration overview

The process for configuring Field Service Management includes:

1.  [Planning your Field Service Management implementation](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/planning-implementation-fsm.md)

    Learn where to find information about planning your implementation, Field Service Management packaging and licensing, and training for the features you want to implement.

2.  [Setting up your workforce](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/workforce-optimization-for-field-service/setting-up-workforce.md)

    Set up foundational information such as users, locations,and territories. If your organization is using Crew, Contractor Management, Capacity Management, or Workforce Optimization, complete additional configuration steps for each feature.

3.  [Setting up work orders and tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/work-order-management/setting-up-work-orders-and-tasks.md)

    Set up work orders and the tasks that comprise each work order. Optionally, configure additional features for work orders, such as Field Service Work Configurations, Planned Work, Playbooks, Customer Experience, and Quality Management.

4.  \(Optional\) [Setting up inventory and asset management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/asset-management-for-field-service/setting-up-inventory-and-asset-management.md)

    If your organization needs to track inventory or schedule equipment, configure the Inventory and Resource Scheduling features.

5.  [Setting up CSM/FSM Configurable Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/setting-up-configurable-workspace.md)

    Configure the layouts, filters and sorting for specialized views in the CSM/FSM Configurable Workspace such as Dispatcher Workspace, Territory Planning console, and CSM Agent Workspace.

6.  [Setting up a Field Service scheduling method](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/field-service-scheduling/setting-up-scheduling-methods.md)

    Configure the scheduling method \(Scheduling Optimization, Dynamic Scheduling, Intelligent Task Recommendations, or Route Optimization\) that best meets your organization's needs. Optionally, configure additional scheduling options and capabilities.

7.  [Setting up Field Service Mobile Agent](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/mobile-experience-for-field-service-management-glide-family/setting-up-field-service-mobile-agent.md)

    Configure access to tasks, locations, and other information from your mobile device. If you are using Contractor Management, set up Field Service Contractor for mobile so that contractors can manage their assigned tasks.