What Technicians Can and Can't Do in FSM Mobile

Field technicians typically perform the following actions in Field Service Management (FSM) Mobile depending on configuration and task status:

View assigned tasks in a task list for a configured date range.
View maps for assigned tasks.
Launch the device's default GPS mapping app for routing and traffic information.
Start and complete a task.
Open task tabs to view or record job-related information like notes, signatures, time, expenses, and files.
View asset information related to the task like the asset model and photo, if available.
Record time items (actions and hours) against a task using the Time tab.
Record consumables or inventory usage.
Create a sales order in real time.
Record expenses and upload receipt images as part of an expense report.
Attach files such as photos or documents, from your mobile device to a task using the Files tab.
View task history for completed on the current asset using the History tab.
Create a quote, collect a signature, and convert the quote to a sales order.
Receive items in your location using the Receive tab and return items to your default warehouse using the Return tab.
Create additional tasks for the same case from the Task tab.

FSM Mobile doesn't include all Field Service administration or scheduling features. In most implementations, technicians can't perform advanced actions such as scheduling or dispatching work, reassigning tasks, or performing other office-based controls. Dispatchers, managers, or other staff usually perform such actions in NetSuite using the FSM Schedule Board or the NetSuite user interface.

Note:

Single Sign-On (SSO) isn't currently supported for FSM Mobile.

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