Installing FSM Mobile on Mobile Devices

When you grant technicians access to FSM Mobile, they will receive an email invitation after you click Email Mobile Login.

The email message contains the URL of your FSM Mobile instance. When they click this link, they will need to log in using their NetSuite credentials that you provided for them.

You may need provide instructions to technicians on how to install FSM Mobile because as a progressive web app, the installation process is different from downloading from the app store.

For different devices and browsers, the installation process is similar but with minor differences in details.

Accessing the FSM Mobile URL

Technicians can access the FSM Mobile URL by clicking the button on the email invitation. When they click this link directly from the email, FSM Mobile will open using their device's default browser.

Important:

The browser used when clicking the FSM Mobile URL link or button depends on the device's default browser settings and the application used. For example, clicking the button from Outlook can result in the FSM Mobile web app opening on Microsoft Edge or the application's integrated browser. To ensure that you open FSM Mobile on the correct browser, right-click on the link and open it on Chrome or Safari.

Logging in to FSM Mobile

Upon launching FSM Mobile on the browser, the technician will need to log in using their credentials. For more information about FSM Mobile access and credentials, see Granting Access to FSM Mobile.

Providing FSM Mobile Permission to Use the Device's Location

FSM Mobile uses the device's location information to display the locations on the map and to show the technician the map of their current location.

Upon logging in to FSM Mobile, the browser or web app will display a prompt asking the technician to allow access to location. This prompt may vary slightly across operating systems and web browsers. You can select from the following options:

• Allow when the web app is being used

• Allow for current session

• Allow always

Depending on the device's location capabilities, you can also select whether to allow the web app access to precise location or approximate location.

Installing FSM Mobile on the Device

When the technician is already logged in, they need to install FSM Mobile to their device. This eliminates the need for them to access FSM Mobile using the provided URL every time. After FSM Mobile is installed as a PWA on the device, it behaves like a regular native app that can be launched from the device's home screen.

Installing FSM Mobile involves adding the web app to the device's home screen. The installation process of PWAs on mobile devices vary slightly depending on the operating system and web browser version used.

Important:

When installing for the first time, getting the data from NetSuite onto FSM Mobile requires a stable and high-speed connection. It is recommended to install FSM Mobile where you are certain to have strong mobile data connectivity or when connected to the office network.

To add FSM Mobile to device home screen:

The time it takes to complete installation process depends on the amount of data that needs to be downloaded from your FSM. If you encounter a loading icon after confirming the installation, wait for the process to complete or return an error before closing or refreshing the page. Refreshing during installation resets the installation progress.

1. Ensure that the technician is logged in to FSM Mobile.

2. Add FSM Mobile to the home screen. Depending on the device and browser, the add to home option can appear as follows:

   • Add to Home screen

   • Install and create shortcut

   • Install App

   Note:

   On Android devices, the add to home screen option is available from the browser's three-dot menu. On iOS devices, the add to home screen can be accessed from the Share button.

3. Confirm the installation when prompted.

Field Service Management Mobile App on NetSuite Sandbox

During testing, you can install you can install the Field Service Mobile app through a sandbox link. The sandbox mobile app icon is identical to the production icon. Ensure that you delete the sandbox FSM Mobile app from your home screen before you install the production Field Service Mobile app.

General Notices