Summary of Mobile Tabs

Mobile tabs can:

• be shown or hidden in mobile

• be mandatory or optional

• be ordered to follow how field personnel might submit the records or transactions

• be renamed

• be enabled or disabled based on other tabs

Below are the standard mobile tabs from the Product and NXC bundles:

Tab Label	Config Section	Bundle	Purpose	NetSuite Record, Transaction, or Saved Search	Configurable Features
Add New Task	addable	Product	Allows the user to create a case and a task from the mobile. A new project may be created or the case may be filed under an existing project.	Project, Case, Task	—
Asset Details or Site Details	asset	Product	Allows the user to see information about the asset that the selected task is for. Mapped to the Task > Field Service Asset Field	Field Service Asset Records	—
Add Child Asset	addchildasset	NXC	Creates new child assets underneath the primary asset selected on the case or task.	Field Service Asset Records	—
Commissioned Assets	commissionedassets	NXC	NXC base history of commissioned assets for demonstration and building upon. Commissioned assets (commissioningrecord) appear here once set to completed. This tab is only presented on multi-asset commissioning jobs.	Saved Search	—
Commissioning Record	commissioningrecord	NXC	NXC base Installation or Commissioning Checklist for demonstration and building upon	Commissioning Record	—
Contact	contact	Product	Allows the user to: View a list of contacts for the task. Select one of those contacts to see more details. Launch the mobile device's default phone dialer app to automatically dial a mobile or landline phone number. Launch the mobile device's default email appto automatically add the customer's email details to a new email message.	Contact	Can be mapped to the Contact field on the Asset Record.
Expenses	expenses	Product	Allows the user to record expenses for the selected task.	Expense Report	—
Files	files	Product	Allows the user to attach files from their mobile device to the selected task.	Files	Can be configured to be on the Case or Task level.
History	history	Product	Allows the user to view completed tasks that have been carried out on the current Field Service Task Asset.	Saved Search	—
Inventory	consumable	Product	Allows the user to record inventory used in the completion of the selected task. Consumed inventory is added to a custom Consumables record. These inventory items are then added to a Sales Order when the task is completed. The Sales Order that is created is stored on the Field Service Transaction field on the Case.	Field Service Consumable Record	—
Job Status	newdetails	NXC	Allows the user to make final notes about a task, and record if the Completion of the Task should also trigger that Case being Closed, and if not, capturing the details on why the case will remain open.	Task	—
Job Completion and Signatures	signatures casesignatures	NXC	Allows capturing of customer and technician name and signature.	Case or Task	Can be configured to be on the Case or Task level.
JSA	jsa	NXC	Allows user to submit the Job Safety Assessment checklist	JSA	—
Maintenance Record	maintenancerecord	NXC	NXC base Maintenance Checklist for demonstration and building upon.	Maintenance Record	—
Notes	notes	Product	Allows the user to record text notes relating to the selected task.	Task	Can be configured to be on the Case or Task level.
Quote	quote	Product	Allows the create a quote and email it to the person requesting the quote.	Quote	—
Receive	receive	Product	Allows the user to receive an item into their local (van) warehouse.	Item Receipt	—
Repaired Assets	repairedassets	NXC	NXC base history of repaired assets for demonstration and building upon. Repaired assets (repair record) appear here once set to completed. This tab is only presented on multi-asset repair jobs.	Saved Search	—
Repair Record	repairrecord	NXC	NXC base Repair Checklist for demonstration and building upon.	Repair Record	—
Return	return	Product	Allows the user to create and save a list of warehouse items that are currently in their local (van) warehouse and send them back to the technician’s default warehouse.	Transfer Order	—
Sales Order	salesorder	Product	Allows the user to record a list of items and quantities to create a sales order. The sales order is created real time with the result presented back to the mobile user. Note that is different to the Inventory tab.	Sales Order	—
Serviced Assets	servicedassets	NXC	NXC base history of maintenance or serviced assets for demonstration and building upon. Serviced assets (maintenance record) appear here once set to completed. This tab is only presented on multi-asset maintenance or service jobs.	Saved Search	—
Service History	servicehistory	NXC	Allows the user to see previous commissioning records, maintenance records and repair records against the machine asset. In particular this is required for customers utilization multi-asset job functionality. Note: This is different and separate to the History tab which comes with the Product, but is limited to reporting on the history of the asset on the task. For multi-asset servicing this will be the site asset, meaning the child or machine asset will not have a history.	Saved Search	—
Sign Off	details	Product	Allows capturing of customer and technician name and signature	Project Task or CRM Task	—
Task	actions	Product	Allows the user to create a new task.	Task	—
Task Blocker	genericcompletionblocker	NXC	Prevents the user from completing the Project Task on the Mobile	Project Task	—
Team Blocker	smartcompletionblocker	NXC	Prevents a team member from completing a Task on the mobile	Task	—
Time	times	Product	Allows the user to record a list of actions (items) and time spent on that action for the selected task.	Time	—
Order	order	Product	Allows the user order parts from another warehouse to be transferred into their local (van) warehouse location.	Transfer Order	—

General Notices