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How to Use Freshservice Step by Step — 2026 Tutorial

執筆者 | Last updated Aug 23, 2026

クイックスタート

This guide covers every Freshservice feature:

所要時間: 各作品につき5分

このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案

このガイドを信頼する理由

I’ve run Freshservice as the ticketing system for a 200-person company for two years. Every screen here is one I use weekly.

How to use Freshservice

Freshservice is one of the strongest IT service management tools available today.

Most teams use maybe a third of it.

このガイドでは、主要な機能の使い方をすべて説明します。

Step by step, with screenshots and the mistakes I made first.

Freshservice Tutorial

This How to Use Freshservice tutorial walks through setup, then every feature, then the pro tips that took me months to find.

フレッシュサービス

Run your whole service desk from one place. Freshservice handles tickets, assets, changes, and problems with ITIL best practices built in. Free trial, no credit card needed.

Getting Started with Freshservice

Do this one-time setup before touching any feature.

約3分かかります。

Here is what the platform looked like when I first signed in:

ビジネスチーム向けフレッシュサービス

それでは、各ステップを順を追って見ていきましょう。

ステップ1:アカウントを作成する

Go to the Freshservice website and click Sign Up.

Enter your work email and pick a password.

チェックポイント: チェックしてください 受信トレイ 確認メールについて。

ステップ2:ウェブアプリを開く

Freshservice is cloud-based, so there is nothing to install.

Sign in at your new subdomain and the dashboard loads.

ダッシュボードの画面は以下のようになります。

Freshserviceの主なメリット画像

チェックポイント: You should see the agent dashboard with an empty ticket queue.

ステップ3:初期設定を完了する

Add your company name, time zone, and 仕事 hours under Admin.

Then invite two agents so you can test ticket routing properly.

✅ 完了: これで、以下のすべての機能をご利用いただけます。

How to Use Freshservice IT Service Manager

ITサービス管理 lets you handle every ticket, from the first email to the closing note, inside one service desk.

以下に、その使用方法をステップごとに説明します。

Step 1: Connect Your Helpdesk Email Address

Open Admin, then Email Settings.

Add your helpdesk email address and forward your old inbox to it. Every reply becomes a ticket automatically.

Step 2: Set Categories and Priorities

Create categories that match how your IT teams actually work.

Freshservice lets you categorise and prioritise incidents quickly, so urgent tickets never sit behind password resets.

これがその様子です。

Freshservice ITサービス管理イメージ

チェックポイント: A test email should appear as a new ticket within a minute.

Step 3: Route and Resolve

Assign the ticket, add your notes, then mark it resolved.

✅ 結果: Your ticketing system now captures every request automatically.

💡 プロのヒント: Turn on automated ticket creation from both email and your chat integration. Fewer requests slip through side channels that way.

How to Use Freshservice IT Asset Manager

IT資産管理 lets you track hardware, software, and licenses across the whole organization.

以下に、その使用方法をステップごとに説明します。

Step 1: Install the Discovery Agent

Download the discovery agent and push it to company laptops.

It fills your Configuration Management Database with real assets instead of guesses.

Step 2: Add Anything It Missed

Freshservice allows manual entry for assets discovery never finds.

Monitors, docking stations, and old switches usually need this. You can attach invoices directly to each asset record for finance.

これがその様子です。

Freshservice IT資産管理イメージ

チェックポイント: Discovered デバイス should appear under Assets with model and owner details.

Step 3: Schedule Regular Scans

Set scans to run weekly so your asset データ 正確さを維持する。

✅ 結果: Asset lifecycles and license compliance are tracked without a spreadsheet.

💡 プロのヒント: Tag every asset with the department that owns it. Hardware refresh budgets get far easier to defend at renewal time.

How to Use Freshservice IT Operations Manager

IT Operations Management lets you spot infrastructure alerts 早い and run major incidents without the panic.

以下に、その使用方法をステップごとに説明します。

Step 1: Connect Your Monitoring Tools

Link your monitoring stack under Admin, then Apps.

Alerts land as tickets, so nothing lives only in a chat channel.

Step 2: Flag a Major Incident

Open the ticket and switch it to Major Incident.

Major incidents get special handling and visibility, so leadership sees status without asking your agent for updates.

これがその様子です。

Freshservice IT運用管理イメージ

チェックポイント: The incident should show a live status banner on your support portal.

Step 3: Publish the Post-Incident Report

Freddy AI generates a structured report after major incidents automatically.

✅ 結果: Your operations team can run an outage without losing the timeline.

💡 プロのヒント: Write the customer-facing update template before you need it. Mid-outage is a terrible time to draft communications.

How to Use Freshservice Project & Workload Manager

Project & Workload Management lets you plan bigger work and spread tasks evenly across different teams.

以下に、その使用方法をステップごとに説明します。

Step 1: Create the Project

Go to Projects, then New Project, and pick Kanban or Scrum.

Name it after the outcome, not the department.

Attach related tickets so the project shows real work, not a wish list.

This is where release management stops being a spreadsheet nobody opens.

これがその様子です。

Freshserviceのプロジェクトおよびワークロード管理イメージ

チェックポイント: Each team member should show a visible task count on the board.

Step 3: Check Workload Weekly

Open the workload view and move tasks off anyone who is buried.

✅ 結果: Project work and daily tickets finally share one plan.

💡 プロのヒント: Keep sprints to two weeks. Longer cycles hide slipping work until the deadline is already gone.

How to Use Freshservice Managed Service Provider

Managed Service Provider Support lets you support several customers from one account without mixing their data.

以下に、その使用方法をステップごとに説明します。

Step 1: Enable MSP Mode

Ask support to switch MSP mode on for your plan.

It adds a customer layer above departments.

Step 2: Add Each Company

Create a record per client and set the company name exactly as they use it.

Contracts, assets, and tickets then stay scoped to that client only.

これがその様子です。

Freshservice マネージドサービスプロバイダーサポート画像

チェックポイント: Switching customers should filter every ticket list 即座に.

Step 3: Set Per-Client SLAs

Give each customer their own SLA policy and 仕事 時間。

✅ 結果: Each client sees only their own tickets and assets.

💡 プロのヒント: Bill from the time-tracking export, not from memory. Logged hours per customer make contract renewals a much shorter conversation.

How to Use Freshservice Security and Policies

安全 and Policies lets you assign roles and decide exactly what each person can access.

以下に、その使用方法をステップごとに説明します。

Step 1: Review the Default Roles

Open Admin, then Roles, and read what each one allows.

Most organizations over-grant admin rights in week one.

Step 2: Assign Roles by Job

Match roles to real duties for agents, approvers, and end users.

HR staff rarely need asset editing. Finance rarely needs change management approval rights.

これがその様子です。

Freshserviceのセキュリティとポリシーの画像

チェックポイント: A test end user should see only the self-service portal.

Step 3: Turn On Login Policies

Enable single sign-on and set password rules under Security.

✅ 結果: Access is scoped to the job, not handed out by default.

💡 プロのヒント: 監査 roles every quarter. Permissions creep quietly as people move between departments and nobody removes the old access.

How to Use Freshservice Survey Distributor

Survey Distribution lets you collect honest feedback and watch your team perform better each month.

以下に、その使用方法をステップごとに説明します。

Step 1: Build the Survey

Go to Admin, then Satisfaction Survey, and keep it to two questions.

Long surveys get ignored.

ステップ2:トリガーを設定する

Send it when a ticket is resolved, not when it is closed.

The experience is still fresh, so response rates roughly double in my experience.

これがその様子です。

Freshservice調査の配布画像

チェックポイント: A resolved test ticket should trigger the survey email.

Step 3: Review Scores Monthly

Filter results by agent and by category to find the weak spots.

Regular performance reviews refine service desk workflows and show exactly where resolution times slipped.

✅ 結果: You have real numbers on service quality instead of opinions.

💡 プロのヒント: Read the written comments, not just the score. That is where users tell you which documentation page is wrong.

How to Use Freshservice Contact Manager

連絡先管理 lets you keep employee records, departments, and 報告 lines accurate.

以下に、その使用方法をステップごとに説明します。

Step 1: Sync Your Directory

Connect Active Directory, Okta, or your HR system under Admin.

The integration works on a schedule, so new hires appear on day one.

Step 2: Create Departments

Group employees by department and set a head for approvals.

Change management approvals route correctly once this exists.

これがその様子です。

Freshservice 連絡先管理画像

チェックポイント: A synced user should show their department and manager on any ticket.

Step 3: Clean the Duplicates

Merge duplicate requesters before they split one person’s ticket history.

✅ 結果: Every ticket carries the requester context your agents need.

💡 プロのヒント: Sync job titles too. Approval workflows that check seniority stop breaking every time somebody gets promoted.

How to Use Freshservice Response Manager

Response Management lets you reuse your best replies instead of retyping them all week.

以下に、その使用方法をステップごとに説明します。

Step 1: Find Your Repeat Questions

Sort tickets by category and look at the top five.

Those are your first canned responses.

Step 2: Write the Templates

Open Admin, then Canned Responses, and write one per repeat 質問.

Use placeholders for the requester name so replies still read like a person wrote them.

これがその様子です。

Freshserviceレスポンス管理イメージ

チェックポイント: Typing the shortcut in a reply should pull the template in.

Step 3: Share With the Team

Move the best templates into a shared folder every agent can access.

✅ 結果: Repetitive tasks stop eating the first hour of every shift.

💡 プロのヒント: Link each canned response to a knowledge base article. Users get the short answer plus the full documentation in one reply.

Freshservice Pro Tips and Shortcuts

After two years inside the Freshservice portal, these are the tips I give every new admin.

キーボードショートカット

アクションショートカット
新しいチケットg then n
Search everything/
Reply to requesterr
Save and close ticketCtrl + Enter

ほとんどの人が見逃す隠れた機能

  • Workflow Automator: A drag-and-drop builder for オートメーション rules. Automated workflows can trigger the moment a ticket is created.
  • Workflow cloning: You can clone existing workflows to scale automations across different teams without rebuilding them.
  • Freddy AI suggestions: AI capabilities assist with ticket routing and prompt an agent with likely fixes from the knowledge base.

Freshservice Common Mistakes to Avoid

Mistake #1: Skipping the Self-Service Portal

❌ 間違い: Launching the service desk with no self-service portal and no service catalog.

✅ 右: Publish the support portal on day one. Self-service portals cut ticket volume because users solve simple things themselves.

Mistake #2: Approving Changes by Email

❌ 間違い: Approving infrastructure changes over chat, then hoping somebody wrote it down.

✅ 右: Use change management workflows with ITIL change categories. They cut the risk of disruption, and roughly 80% of IT issues come from poorly managed changes.

Mistake #3: Building 40 Service Catalog Items First

❌ 間違い: Spending six weeks writing a service catalog nobody has asked for yet.

✅ 右: Start with a few high-demand services. Customize the catalog to match your company’s branding, then add custom fields once you see real demand.

Freshservice Troubleshooting

Problem: Emails Are Not Becoming Tickets

原因: Forwarding from your old inbox was never verified.

修理: Reopen Admin, then Email Settings, and resend the verification. Check spam filters block nothing from the domain.

Problem: Tickets Land With the Wrong Agent

原因: Two automation rules match the same ticket and fight each other.

修理: Open Workflow Automator and reorder the rules. The first match wins, so put narrow conditions above broad ones.

Problem: Discovery Misses Half Your Assets

原因: The agent never installed on remote machines, or a firewall blocks the scan range.

修理: Push the agent through your deployment tool and confirm the scan covers every subnet.

📌 注記: If none of these fix your issue, contact Freshservice support.

Freshserviceとは何ですか?

フレッシュサービス is a cloud-based IT Service Management platform that runs your whole service desk in one place.

Think of it as a shared inbox that grew up, learned ITIL, and started tracking your laptops.

Freshservice helps IT teams deliver support at scale so agents can focus on real problems, not password resets.

こちらの簡単な概要をご覧ください。

@Freshservice Review 2026 | Best Online Project Management Reviews

主な機能は以下のとおりです。

  • IT Service Management: The core service desk where tickets, service requests, and incident management live.
  • IT Asset Management: Full asset management with lifecycle tracking, discovery scans, and license compliance.
  • IT Operations Management: Alert handling, on-call scheduling, and major incident workflows for your infrastructure.
  • Project & Workload Management: Project boards that link tickets, tasks, and release management in one plan.
  • Managed Service Provider Support: Multi-tenant support so an MSP can manage several customers separately.
  • Security and Policies: Role-based access, audit logs, and security policies for agents and end users.
  • Survey Distribution: Satisfaction surveys that fire on ticket closure and feed your reports.
  • 連絡先管理: A requester directory that syncs employees, departments, and reporting lines.
  • Response Management: Canned responses and templates that speed up repetitive replies.

詳細なレビューについては、こちらをご覧ください。 Freshservice review.

Freshservice 画像とは

生鮮食品サービス料金

Here’s what Freshservice costs in 2026:

プラン価格最適な用途
成長エージェント1人あたり月額15ドルSmall IT teams starting their first ITSM solution
プロエージェント1人あたり月額49ドルGrowing teams that need asset and project management
プロ + AI コパイロットエージェント1人あたり月額78ドルTeams that want Freddy AI on every ticket
企業エージェント1人あたり月額79ドルLarge organizations needing robust audit trails and governance

無料トライアル: Yes, 14 days on any plan, no card required.

返金保証: No refund window, but you can cancel before renewal.

Freshserviceの価格画像

💰 最もお得な価格: Pro — it adds asset management, project boards, and problem management, so root cause analysis stops recurring incidents. That benefit alone justifies the jump from Growth.

Freshserviceと代替サービスの比較

Most ITSM solutions sit in one of three camps. Here is how Freshservice compares:

この比較をご覧ください。

2026年版、最高のプロジェクト管理ツールランキング
道具最適な用途価格評価
フレッシュサービスMid-market IT service management月額15ドル⭐ 4.6
ServiceNowEnterprise-scale ITSM$100+/mo⭐ 4.4
Jira Service ManagementDev-heavy support teams月額21ドル⭐ 4.4
ゼンデスクCustomer support first月額55ドル⭐ 4.3
ManageEngine サービスデスク プラスOn-premise deployments月額12ドル⭐ 4.3
アテラMSPs billing per technician月額149ドル⭐ 4.6
忍者ワンEndpoint and パッチ管理月額30ドル⭐ 4.7

おすすめ商品:

  • 総合ベスト: Freshservice — the strongest balance of price, features, and setup speed
  • ベスト予算: ManageEngine ServiceDesk Plus — cheapest per agent if you can live with the interface
  • 初心者におすすめ: Freshservice — the intuitive interface means agents need almost no training
  • Best for enterprise governance: ServiceNow — unmatched depth once you have the budget and the staff

🎯 Freshservice Alternatives

Looking for Freshservice alternatives? Here are the top options:

  • 🏢 サービスナウ: The enterprise standard. Deeper governance and workflow depth, but implementation takes months and costs several times more per agent.
  • 🔧 Jira サービス管理: Best when your support and engineering teams already live in Jira. Ticket linking to sprints is effortless.
  • 🌟 ゼンデスク: Stronger on external customers than internal IT. Pick it if your service desk is customer-facing first.
  • 💰 ManageEngine ServiceDesk Plus: The budget pick with a real on-premise option. Interface feels dated next to Freshservice.
  • 🚀 アテラ: Built for managed service providers. Flat per-technician pricing beats per-agent billing once your team grows.
  • 🔒 忍者ワン: エンドポイント管理 first, service desk second. Strong choice when patching infrastructure is your main headache.

全リストについては、こちらをご覧ください。 Freshserviceの代替サービス ガイド。

⚔️ Freshserviceの比較

Here is how Freshservice stacks up against each competitor:

  • FreshserviceとServiceNowの比較: Freshservice wins on setup speed and price. ServiceNow wins on depth for organizations above roughly a thousand employees.
  • FreshserviceとJira Service Managementの比較: Jira wins for engineering-led teams. Freshservice wins on asset management and its cleaner self-service portal.
  • Freshservice vs Zendesk: Zendesk wins for external customers. Freshservice wins for internal IT service management, ITIL alignment, and change management.
  • Freshservice と ManageEngine ServiceDesk Plus: ManageEngine wins on price and on-premise control. Freshservice wins on interface, automation, and how fast agents learn it.
  • Freshservice vs Atera: Atera wins for MSPs on flat pricing. Freshservice wins on ITIL best practices and enterprise reporting.
  • Freshservice vs NinjaOne: NinjaOne wins on endpoint control and patching. Freshservice wins as a full ITSM solution with a proper service catalog.

Start Using Freshservice Now

You learned how to use every major Freshservice feature:

  • ✅ IT Service Management
  • ✅ IT Asset Management
  • ✅ IT Operations Management
  • ✅ Project & Workload Management
  • ✅ Managed Service Provider Support
  • ✅ Security and Policies
  • ✅ Survey Distribution
  • ✅ 連絡先管理
  • ✅ Response Management

次のステップ: どれか一つの機能を選んで、今すぐ試してみてください。

Most people start with IT Service Management.

5分もかかりません。

よくある質問

Freshserviceはどのように機能しますか?

Freshservice runs as a cloud-based ITSM platform. Requests arrive by email, portal, or chat, become tickets, then route to the right agent using automation rules you define.

How much does Freshservice cost per user?

Growth costs $15/agent/month, Pro costs $49/agent/month, Pro + AI Copilot costs $78/agent/month, and Enterprise costs $79/agent/month. Pricing is per agent, not per employee.

FreshdeskとFreshserviceの違いは何ですか?

Freshdesk supports external customers. Freshservice is an ITSM solution for internal IT, adding asset management, change management, and ITIL best practices.

Is Freshservice easy to use?

Yes. The intuitive interface means most agents work tickets on day one. Admin setup for assets and change management takes a week or two.

How do I open a ticket with Freshservice?

Email your helpdesk email address, or sign in to the self-service portal and pick an item from the service catalog. Both create a ticket instantly.

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