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notes/_ARCHIVE/meeting_notes/FSM Meeting.md
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2026-07-14 08:05:36 -07:00

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tags, meeting_date, project, attendees
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meeting-note
2025-08-26

MEETING: Untitled

Primary Objective(s)

  • To go over Field Service Management setup

General Notes

  • Assets
    • Anything we work on
    • Rolls, accessories etc
  • Case
    • Work orders
  • Tasks
    • things done to a case
  • Projects
    • Grouping of cases to track things like processing time profit etc

Intelligence & Debriefing

Cues / Action Items Notes
cue note

Final Summary

A 1-2 sentence summary of the outcome of the meeting.