Help Topics

1. Getting Started with Dusk FSM

The best place to start for overview videos and first time login. A series of short explainer videos for first timers or anyone just looking for a refresh.

Billing and Plans

Everything you need to know about license tiers, onboarding models, support options, and how to pay for Dusk FSM.

Customers

The Customers module lets you add, edit, and manage your customer records. Customers can be linked directly to Jobs and Projects, to track and deliver service efficiently.

Daily Logs

Daily Logs are an optional way to automatically generate a summary of the work completed by the Dusk FSM field staff from their day. They can be reviewed and approved by office staff.

Dashboards

Personalise your dashboard according to your need and view widgets that are relevant to your role.

Importing Data

Learn how to quickly and accurately import your data into Dusk FSM. This topic covers supported file types, field mapping, and tips for a seamless data migration, saving time and reducing manual entry.

Dusk FSM Apps

Getting started and making the most of the Dusk FSM apps for your staff on the road or in the field.

Equipment

Add and maintain your equipment, including services and calendars. This interfaces to the Jobs and Projects modules for assignment of vehicles to work.

Field Service Management

Set up and manage field tasks and complex workflows in one place, streamlined, scalable, and smart.

Forms

Forms are how the Dusk FSM stores all data types for both the web and mobile apps. These are fully configurable to match your data, including import capabilities.

Glossary

The place to keep all your acronyms and useful information for your both your office staff using the web and field staff using the mobile apps.

Integrations

Connect Dusk FSM with tools like HubSpot, QuickBooks Online, and Verizon Connect to streamline operations and sync data effortlessly.

Locations

Locations are used for internal sites such as HQ, depots, offices and allow for staff or crews to be based at them for easier communication and management.

Communications

Dusk FSM has multiple areas for Communication to field staff and from field staff. Logs are used for audit purposes and provide visibility into SMS's sent through Dusk FSM.

Maps

Setting the default map location for users in the Dusk FSM web platform.

Materials

Materials can be used as part of a job and assigned to Job Readiness ahead of field dispatch. They are typically used to produce a finished product.

News

The place where articles can be created, including attachments before being published for your teams to read.

Personnel

The central hub for managing Staff, Contractors, Crews, and Teams across your Dusk FSM workforce.

Project Management

Plan and manage complex office and field work, including budgeting, dependencies, risks, timelines, and task delivery in one place.

Reports

Create your own reports in Dusk FSM using data from across the platform.

Sales

Where to find Requests For Quotes, Quotes, Purchase Orders and Invoices and how they workflow to one another.

Stores

Stores are physical locations field staff visit. They're configurable using Form Builder templates for standardization and streamlined scheduling.

Time Sheets

Capture time for staff and contractors working in the office or in the field, across jobs, shifts, and projects.

Weather

Using the weather tile on the Dusk FSM web portal dashboard and in the Dusk FSM apps.

Work

Work includes any job your team performs, whether at a fixed location like an office or warehouse, or in the field at variable locations.

Work Planner

Work Planner is a comprehensive toolset for medium to long range forecasting across skills, work, staff and costs with multiple levels of analysis available.

Workflow Automation

Create your own rules to automate tasks between forms, sources of data and notifications.

Inventory

Inventory includes goods, parts, and finished items your business manages, whether held for sale, internal use, or stored on customer sites but owned by you.

Dusk FSM AI Assistant

Empower your field, dispatch, and management teams with a smart, conversational assistant built into your workflows. This guide covers what the AI Assistant can do and how to make the most of it.

Assets

The Assets module helps you track equipment, infrastructure, or sites that require regular inspection, maintenance, audits, or repairs. Link assets to jobs, manage their history, and ensure compliance through structured workflows.

Security

The Security module answers your company’s questions about access, authentication, and data protection, while helping you configure secure, compliant operations.

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