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About This Guide

User & Administration Guide — Version 1.0.0.29

Guide summary

Field Service Hub is a SharePoint Framework (SPFx) application for HVAC and field operations — work orders, scheduling, customers, technicians, and billing inside Microsoft 365.

Field Service Hub is a SharePoint-native field service workspace for HVAC and operations teams. Dispatch work orders, schedule technicians on a kanban board, manage customers and sites, track assets and inventory, and bill completed jobs — all backed by SharePoint lists in your tenant.

This knowledge base is organized by task and audience:

  • Getting started — deploy the app, complete setup, tour the workspace, and onboarding reference.
  • User guide — dashboard, work orders, scheduler, customers, workforce, and reports.
  • Administration — settings, audit log, end-to-end workflows, and support.
Field Service Hub architecture overview
Architecture overview — one SPFx package across SharePoint and Teams.

The app runs as a SharePoint full-page web part and Microsoft Teams tab. Data stays in site-scoped FSM_* lists provisioned by the setup wizard.

Deploy Field Service Hub everywhere in Microsoft 365
Deploy everywhere — SharePoint pages, Teams tabs, and native SharePoint lists.