This section highlights the navigation and user interaction on the tablet edition of the Mobile Field Service S&F Multiplatform application.
To perform task related activities
Login to the application. The Home screen is displayed.
Tap on Preferences to set default task views or set the entry page to any one of the following: Task Details and Home Page.
Tap on Customers to view the list of customers for the field service technician.
Field service technicians can select a customer record and create a service request for the same..
All open service requests can be viewed by tapping on the Service Requests icon on the Home screen.
To access the task list, tap on the Tasks icon in the Home page. The task list is displayed.
Click on the task to display the task details.
Tap on the Actions menu to display the options available to the field service technician.
To add labour debrief, tap on the Labor icon.
Click on Install to create install debrief for the task.
Tap on Return to access the Add Return screen and create a material return for the task.
To add expense debrief, tap on the Expense icon.
Tap on the Travel icon to add a travel line to an existing task.
Tap on the Order icon to access the search page to query for parts and place a parts request.
Tap on the Note icon to add a note to your task.
Tap on the Attachment icon to attach files to your task.
To create a follow-up task, tap on the Follow-Up task icon.
To create a personal task, tap on the Personal task icon.
Tap on Report to generate the action summary report.
To receive parts assigned to the task, navigate to the Home screen and tap on the Receive parts icon.
To view the items available in your inventory, on the Home screen, tap on the Trunk icon.
To access your calendar, on the Home screen, tap on the Calendar icon.
Sync your client application by tapping on the Sync icon.