Setting Up FSM Mobile
As an administrator or operations manager, you can grant technicians and personnel access to the mobile application. Users who have been granted access can use their device's browser to access FSM Mobile. FSM Mobile is a progressive web app (PWA), which can be installed using a web browser, instead of the device's app store or marketplace.
After installing it to the device's home screen, it behaves like a native app. Refreshing FSM Mobile when you're logged in will automatically download updates.
Before installing, review these requirements:
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Ensure technicians can open the FSM Mobile Login email on their device.
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A strong internet connection is required during installation of FSM Mobile. The initial transfer of NetSuite data and daily refreshes needs consistent high-speed connection to complete successfully.
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Make sure the mobile device runs the latest Android, iOS, or iPadOS, and that the browser is up-to-date.
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For iOS or iPadOS versions lower than version 26, use Safari.
As an FSM administrator, you manage the configuration and operational controls for FSM Mobile. You might:
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Control FSM Mobile behavior, like which tabs display, their order and labels, and what data mobile users see.
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Use mobile element types and properties to modify or extend mobile forms and tabs.
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Set idempotency fields for custom tabs that create records to help prevent duplicates. If you want, you can hide idempotency fields so they don't show up on the mobile form.
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Troubleshoot mobile load or save failures by inspecting network requests and payloads in browser developer tools.
Example use cases:
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Troubleshoot 'no jobs load' versus 'dropdowns are empty' using targeted network requests.
The mobile app loads, but no tasks appear, or fields are blank. You inspect the mobile network requests in your browser developer tools and check the event request (jobs), inventory request (dropdown options), and resource request (tab data) to pinpoint the failure.
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Fully test offline behavior.
You need to validate offline mode, but results don't look consistent in the NetSuite mobile emulator. You switch to testing in the full mobile app using the emailed login link. This is because the emulator doesn't fully support offline mode.
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Handle known upload constraints.
Technicians can't upload expense receipts from FSM Mobile. You check whether Enhanced File Security is enabled, since expense receipt uploads fail when it is.
If you're an administrator who needs to grant technicians access to the FSM Mobile app, see the following:
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Installing the FSM Mobile Application
Related Topics
- Setting Up FSM
- Setting Up Field Service Management User Access
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Compatibility and Expected Behaviors
- FSM Mobile Troubleshooting and Tips