How do I view product details?
Navigation: Open your Field Service workspace, then select Products from the sidebar. Click on any product to open the detail view.
General Information tab
The General Information tab displays:
Product Image: Visual reference for the product
Product Name: The name of the product
Product Model: Unique identifier for the product
Description: Details about the product
Documentation tab
The Documentation tab contains two sections:
External Documents: Inherited by assets and visible to customers if a portal is issued
Internal Documents: Inherited by assets but visible only to your internal team
To upload documents:
Click the + icon in the External or Internal Documents section.
Select Upload from the dropdown.
Choose files or folders to upload.
Click Upload.
Parts tab
The Parts tab shows:
All parts assigned to the product
Part image, name, description, and article number
Click + Add Part to assign parts from your inventory
Parts assigned to a product are inherited by all assets created from it
Procedures tab
The Procedures tab shows:
All procedures assigned to the product
These procedures are shared with customers in the shared workspace if the product is enabled in the customer portal
Assets tab
The Assets tab displays:
All assets created from this product
Click on an asset to view its details