FSM Mobile Screens and Tabs Overview
Field Service Management (FSM) Mobile is organized by screens and tabs.
Screens
FSM Mobile is organized into these standard screen types:
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Login screen - Technicians sign in with an email address and password.
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Task List screen - Home screen that displays assigned tasks and, depending on device resolution, a map panel.
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Task Details screen - Displays details for the selected task, lets technicians start and complete the task, and gives them access to task tabs.
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Task tab screens - Each tab opens a screen for viewing or capturing specific information related to the task.
Navigation can vary by device resolution. For example, switching between tabs and the task details panel may behave differently on phones and tablets.
Tabs
FSM Mobile setup may vary, but standard mobile tabs include:
|
Mobile Tab Name |
Related Help Topic |
Description |
|---|---|---|
|
Asset (Asset Details or Site Details) |
View information about the asset linked to the task, such as model and photo. |
|
|
Contact |
View task contacts and launch the device phone or email apps using contact details. |
|
|
Details (Sign-off Details) |
Capture final job notes and signatures used to record completion, including technician signature and optional customer name, email, and signature. |
|
|
Time |
Record time items, such as service actions and hours, for the selected task. |
|
|
Expenses |
Create expense report lines for the task and upload receipt images. |
|
|
Files |
Attach files from your device to the selected task. File types depend on device and configuration. |
|
|
Notes |
Record text notes relating to the selected task. |
|
|
History |
View completed tasks carried out on the current asset, including task details and related historical information. |
|
|
Consumables (Inventory) |
Record inventory usage. Technicians record usage, and NetSuite creates the sales order after the task is finished. |
|
|
Sales Order |
Create a sales order in real time. Unlike consumables, after you save the sales order, NetSuite creates the sales order and displays it in the mobile app. |
|
|
Quote |
Create a quote. Customers can sign on the device and FSM Mobile can create a sales order from the accepted quote. |
|
|
Receive |
Receive items into the technician's location, based on transfer orders pending receipt. |
|
|
Return |
Create a list of items in the technician's location to send back to the default warehouse. |
|
|
Transfer Order (Order Parts) |
Request parts from another warehouse to be transferred to the technician's location. |
|
|
Task (Actions) |
Create a new task for the existing case to schedule a follow-up visit when more work is needed. |