I have a project that is automaticaly created when an order is accepted. I did this by set a project template to a specific item in the order.
In the project template i can select the project to be a “field service” project. In that case all the tasks of the project become field service tasks.
Is it possible to only have certain tasks of the project to be visible in Field service module and nog all tasks.
My practise:
The project contains 2 tasks. First is to prepare the order and that is a task that will be done by someone in our office. The second task is the field service task to actual go to clients location and install the ordered products.
Probably not without customization. The selection is based on the field is_fsm from the project. It's simple enough that it could be done in Studio if you have it installed.