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 Preferences to set default task views or set the entry page to any one of the following: Task Details and Home Page.
Tap 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 the Tasks icon in the Home page. The task list is displayed.
Click the task to display the task details.
Tap the Actions menu to display the options available to the field service technician.
To add labour debrief, tap the Labor icon.
Click Install to create install debrief for the task.
Tap Return to access the Add Return screen and create a material return for the task.
To add expense debrief, tap the Expense icon.
Tap the Travel icon to add a travel line to an existing task.
Tap the Order icon to access the search page to query for parts and place a parts request.
Tap the Note icon to add a note to your task.
Tap the Attachment icon to attach files to your task.
To create a follow-up task, tap the Follow-Up task icon.
To create a personal task, tap the Personal task icon.
Tap Report to generate the action summary report.
To receive parts assigned to the task, navigate to the Home screen and tap the Receive parts icon.
To view the items available in your inventory, on the Home screen, tap the Trunk icon.
To access your calendar, on the Home screen, tap the Calendar icon.
Sync your client application by tapping on the Sync icon.