Mobile FAQs

What can I do in Field Service Mobile?

• View assigned tasks

• View map of all tasks

• View map for a task

• Launch external GPS maps

• View Task Details

• Start and complete tasks

• View customer contact info

• Record time spent

• Record consumables used

• Order parts

• View asset history

• Record safety check results

• Record custom data

• Record photos

• Create new tasks

Field Service Mobile can do all of the above and, with further customization, can do even more.

What can't I do in Field Service Mobile?

The configuration of the Field Service system allows field service technicians using the Field Service Mobile app to view and record a broad range of data for each task.

However, the Field Service Mobile app is in no way designed to duplicate all functions of Field Service Core or Field Service Schedule. To keep the app as simple as possible it has only the functions that most field service technicians need.

Most businesses that use Field Service require functions such as scheduling, reassigning tasks, deleting tasks and other advanced features to be performed in Field Service Core or Field Service Schedule by either senior field technicians or office-based staff.

What are the terms used in Field Service Mobile?

Customer

A Customer represents a client of your business, internal or external.

One customer can have many Assets, and many Service Locations.

Asset

An Asset represents a physical item or location that is subject to service or support using Field Service.

Assets can be created automatically as part of the standard NetSuite Sales and Fulfillment process or manually.

An Asset is what Employees ‘work’ on, when completing a Task.

Task

Task is a standard NetSuite record, and represents a specific, identified piece of work that an Employee will perform.

A Task is what is shown on the Field Service Schedule Board and the Field Service Mobile app.

Generally, a Task will be associated with a Field Service Project, Case and Field Service Asset.

A Task can also be used to capture Leave or general work not associated with a Case or Asset.

Inventory (Consumables), Time Costs (Timebills) and Expenses processed via the Field Service Mobile app are recorded against the Task.

Technician

A Technician represents an employee that is able to perform Tasks.

A custom extension field in the standard NetSuite employee record marks an employee as being able to access the Field Service Mobile app therefore being a technician.

It can be said that not all employees are technicians, but all technicians are employees.

Case

A (Support) Case is a standard NetSuite record, and represents a service/job that is delivered to a Customer. It captures the details of the issue/problem/service to be performed. A Case is associated with a Project.

A Project may have many Cases associated with it over time.

Cases are generally assigned to a Service Manager or Service Administrator who assigns the actual Task work and ensures the job is completed.

Refer to the NetSuite User Guide for more information.

Project

A Project is a standard NetSuite record created under a Customer record and is used to capture the costs and revenues specific to a Project.

Inventory

Inventory Items are any Items which are stocked / stored in a Location in NetSuite.

Inventory Items appear on the Field Service Mobile on the Inventory Tab cover the item Types of Assemblies and Inventory Items and their variants, such as Serialized, Lot Numbered and Bin Managed.

Expense Item

An expense items is a type and cost recorded for an expense incurred by the technician when performing a task. Expenses are often for meals, fuel or mobile/cell phone usage.

Why does my screen look different to the examples in this guide?

Field Service is a very flexible system and can be configured to suit each client’s needs. As a result of this, some items included in the standard installation can be hidden. In addition, some custom items can be added to allow you to capture information that suits how you perform your tasks.

Also, Field Service is a rapidly changing solution. As we grow Field Service and make it compatible with new devices we may make minor adjustments to the way the app looks and operates.

For example, you may find that on mobile devices with different resolution screens that the Task List View screen looks quite different. However, the functions available are the same on all devices.

App Appearance Depending on Device

Phone

Low resolution mobile device such as a standard size phone.

Small Tablet

Medium resolution mobile device such as a 7 inch tablet.

Large Tablet

High resolution mobile device such as a 10 inch tablet.

How does my screen resolution affect navigation around Field Service Mobile?

Navigating between screens may be different on devices running different resolutions.

For example, navigating from viewing the Contact Details screen within the Contacts tab to the Asset Details screen in the Asset tab may be different on different devices.

Large tablet - High resolution device

1. If the Selected Task Details screen is not currently visible, then click anywhere in the Control Bar.

   

   The Selected Task Details screen will be shown including the Task Tab list.

   

2. Within the Task Tab list press on the entry for Asset.

   

   The Tab – Asset screen will be displayed.

   

Standard tablet - Medium resolution device

1. Click anywhere in the Control Bar.

   

   The Selected Task Details screen will be shown including the Task Tab list.

   

2. Within the Task Tab list press on the entry for Asset.

   

   The Tab – Asset screen will be displayed.

   

Smartphone - Low resolution device

1. Click anywhere in the Control Bar or click on the Back button.

   

   The Selected Task Details screen will be shown including the Task Tab list.

   

2. Within the Task Tab list press on the entry for Asset.

   

   The Tab – Asset screen will be displayed.

   

What is a common progression through the screens?

The table below outlines the typical progression through the screens on the mobile app:

1. Wait for app to update itself to the latest version	Update screen
2. Login into the system	Login screen
3. View task list	Task List Screen
4. View Selected Task Details	Selected Task Details Screen
5. View map & travel to location	Task Map Screen
6. Start task	Selected Task Details Screen
7. Read and/or fill out during-task tabs	Task Tabs Screen
8. Complete task	Selected Task Details Screen
9. Fill in post-task information	Task Tabs Screen
10. Return to task list	Task List Screen
11. Logout of the system	Task List Screen

General Notices