Help · Varisett FSM

Varisett FSM, role by role.

Varisett FSM runs a field service business from the first call to the payment: jobs, dispatch, the engineer's day on their phone, the customer's portal, quotes and invoices. These guides cover the director's setup and each role's day.

Start with the director's guideAbout Varisett FSM →
Who does what

Give each person only what their job needs

The director has everything. Everyone else gets one or more roles, and one person can hold several.

RoleWhat they doGuide
DirectorEverything, plus settings and team logins.Getting started as the director
DispatcherTakes jobs in, books and assigns them, runs the dispatch board and calendar, looks after customers, quotes and messages.Running the day (dispatchers)
Field technicianWorks their day on their phone: clock in, van check, jobs in route order, notes, photos, sign-off, quotes and payment on site.Your day on the phone (engineers)
Fleet managerVans and their MOT, insurance, tax, defects and servicing; the asset registry.Finance, fleet and compliance
Compliance officerEngineers' certifications and what's expiring.Finance, fleet and compliance
FinanceQuotes, invoices, payments, reminders and timesheets.Finance, fleet and compliance
Guides

Step by step

DirectorGetting started as the directorSet up Varisett FSM: your defaults, job types, team logins, engineers and their certifications, parts, customers and vans.DispatcherRunning the day (dispatchers)Book jobs, assign them on the dispatch board or calendar, set up recurring work, keep customers informed and quote.Field technicianYour day on the phone (engineers)How engineers sign in, clock in, check the van, work through the day's jobs in route order, and finish the day, including with no signal.Finance, fleet manager, compliance officerFinance, fleet and complianceWhat the finance, fleet manager and compliance officer roles do in Varisett FSM, and where to find it.
What it looks like

The screens you'll use

Dispatch board: One column per engineer for the day, with jobs still waiting for someone on the left. Drag a card to assign it.
Calendar: The week by engineer. Click an empty slot to book, drag to move; certification rules apply to every move.
The engineer's day: Clock in, do the van check, then today's jobs in order, each showing where it's up to.

See every screen →