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work-order-summarization

Official

Summarize FSM work orders for dispatch teams

Data & Analytics#dispatch#travel#summarize#sla#asset#work-order#field-service
AuthorHappy-Technologies-LLC
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Dispatch and field teams need a single, coherent briefing that summarizes a work order, its tasks, SLAs, asset and CI data, travel considerations, and parts status to enable fast, informed decisions in the field.

Core Features & Use Cases

  • Consolidates core work order data (customer, location, schedule) with all linked tasks and notes.
  • Highlights SLA status, risks, and critical timelines to assist prioritization and handoffs.
  • Includes asset/CI details, travel logistics, and parts availability to support dispatch planning and field readiness.
  • Use case: a dispatcher generates a one-page brief for a technician assigned to a field service visit, including next steps and dependencies.

Quick Start

Load the work order by number or sys_id and request a concise briefing summary for dispatch and field personnel.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: work-order-summarization
Download link: https://github.com/Happy-Technologies-LLC/happy-servicenow-skills/archive/main.zip#work-order-summarization

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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