Documentation Index

Fetch the complete documentation index at: https://help.idibilling.com/llms.txt

Use this file to discover all available pages before exploring further.

IDI version 26.8 is now available.  Click here for details: IDI Updates.

Field Service Management

Prev Next

IDI’s Field Service Management (FSM) solution lets you automate your service delivery process from order capture and provisioning to customer communications and field services.

Powered by Zinier, IDI’s FSM solution elevates your field workforce efficiency through automated scheduling, optimized route planning, and real-time activity tracking. Experience dramatic improvements in service response times, substantial cost reductions, and exceptional customer satisfaction with this state-of-the-art solution.

For more, see:

  • About

  • Setup

  • Creating Work Order Types

  • Viewing Work Orders

  • Automatically Retrieving  and Storing Zinier Closeout Package

  • Update Ticket Status When Work Order is Completed

  • Work Order Extended Data Lookup

  • Keeping Work Order Object Synchronized

  • Quicklinks for Work Orders

  • Adding and Managing Documents on Work Orders