Configuring Field Service Management using Guided Setup
The Field Service Management Guided Setup provides a sequence of tasks that help you import and configure the foundation data for Field Service Management on your ServiceNow instance.
Before you begin
Role required: wm_admin
About this task
Use guided setup to step through the initial Field Service Management configuration. Guided setup assists you with planning the roll-out of the product and performing the basic configuration. Guided setup organizes configuration activities into categories and helps you track your progress.
Note: This guided setup assists you with only the basic configuration and doesn’t include all the features and capabilities of Field Service Management.
Procedure
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Navigate to All > Administration > Guided Setup and select Get Started.
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Select Get Started for the desired module.
Tasks associated with the selected module are displayed.
-
Select Configure to begin the module setup.
-
Select Mark as Complete when you complete a task.
For more information on the roles required to perform the guided setup, see Roles required for Field Service Guided Setup.
---
title: Configuring Field Service Management using Guided Setup
description: The Field Service Management Guided Setup provides a sequence of tasks that help you import and configure the foundation data for Field Service Management on your ServiceNow instance.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/field-service-management/configuring-fsm-with-guided-setup.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Plan implementation, Configure, Field Service Management]
---
# Configuring Field Service Management using Guided Setup
The Field Service Management Guided Setup provides a sequence of tasks that help you import and configure the foundation data for Field Service Management on your ServiceNow instance.
## Before you begin
Role required: wm\_admin
## About this task
Use guided setup to step through the initial Field Service Management configuration. Guided setup assists you with planning the roll-out of the product and performing the basic configuration. Guided setup organizes configuration activities into categories and helps you track your progress.
**Note:** This guided setup assists you with only the basic configuration and doesn’t include all the features and capabilities of Field Service Management.
## Procedure
1. Navigate to **All** > **Administration** > **Guided Setup** and select **Get Started**.
2. Select **Get Started** for the desired module.
Tasks associated with the selected module are displayed.
3. Select **Configure** to begin the module setup.
4. Select **Mark as Complete** when you complete a task.
For more information on the roles required to perform the guided setup, see [Roles required for Field Service Guided Setup](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/roles-required-for-field-service-guided-setup.md).
| title | Configuring Field Service Management using Guided Setup |
| description | The Field Service Management Guided Setup provides a sequence of tasks that help you import and configure the foundation data for Field Service Management on your ServiceNow instance. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/field-service-management/configuring-fsm-with-guided-setup.html |
| release | brazil |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Plan implementationConfigureField Service Management |