Work From Anywhere

Learning Objectives

After completing this unit, you’ll be able to:

  • Download the Field Service Mobile app onto a phone.
  • Log in to an org.
  • View a schedule, inventory, and map.
  • Mark a job as finished.

Get Started with Field Service Mobile

Before James can use the Field Service mobile app, he has to download it onto his mobile phone. He heads over to the Play Store on his Android and searches for Field Service. He recognizes the Field Service mobile app icon and downloads the app onto his phone. If he had an iPhone, he’d download it from Apple’s App Store.

Now he’s ready to log in. Maria has given him instructions for logging in to the Ursa Major domain, so he knows just what to do.

Note

Read through the instructions to see how James did it, but don’t perform these steps in your special Trailhead org. You need your company’s domain name and your own account to log in.

  1. Click Use Custom Domain.
  2. Enter your Salesforce org's company-specific My Domain name. James enters ursamajor and the system adds .my.salesforce.com for him.
  3. Click Continue.
  4. Enter the username and password and click Log In.
  5. Click Allow to allow the app the access that it needs.

Ta-da! James can now access his office from his phone. He’s ready to see what he can do with his newfound power.

Explore the Field Service Mobile App

When James opens the app, the first thing that he sees is today’s schedule and ways to interact with it.

Home screen displaying appointments and map.

  • Calendar (1)—Tap to view appointments for different days.
  • Map (2)—Zoom in to view service appointments on a map, learn more about the service appointments, and get driving directions.
  • List of service appointments (3)—Tap to view more information about a specific service appointment. Tap Menu in the service appointment to open the menu to get quick driving directions.
  • List of quick actions (4)—Pull up to view available quick and global actions, such as New Task or New Note.
  • Navigation bar (5)—Tap an icon to access key items. You can see your daily schedule, the inventory required for your service appointments, notifications from the system or your dispatcher, and your profile.

James zooms in to see all his appointments on the map. They’re pretty close together and traffic isn’t too bad, so it looks like a great day ahead.

He clicks his first appointment to view the details in the work order.

Details of James’s service appointment.

On the work order (1), James sees the details he needs to do his job.

  • Panes (2). Displays more information about the order. What you see in your company’s mobile app could be different. Ursa Major has the following panes.
    • Overview: A map and specifics about the appointment location. James scrolls down to see contact information for the appointment, including a name and phone number. He also sees the service history of the asset he’s servicing. It’s a solar hot water heater, and he was out a year ago to deal with a leak.
    • Details: The work order number, service territory, owner, and status.
    • Related: A related list that includes work order line items, service appointments, skill requirements, and child work orders. He can tap any of them to see more information.
    • Feed: Communications between mobile workers and their home base. For example, he can post here if he needs more information from his dispatcher. He can read past posts to see details, like that the neighbors have an angry dog.
  • Show Actions (3). Pull up to see what actions are available on the service appointment, such as creating a note or a new task.

Now that James has reviewed the basics, he’s ready to find out more. 

Get to Work

James taps Inventory to see what’s in his van this morning. He glances through the van to double check that the inventory is accurate. Then he clicks the map to see how to get to his first appointment.

He follows the driving directions to his first appointment. The first service appointment is a break fix for a solar hot water heater that’s leaking. On the Overview pane, he scrolls down to see the service history for this address. They’ve had this problem before, so he familiarizes himself with how it was fixed last time. Before he leaves the van, he double checks his inventory to make sure that he has the necessary inventory and tools to fix this type of hot water heater. Armed with knowledge, he goes to meet the customer.

It’s a fairly easy fix. Up on the roof, James takes a picture of the hot water heater before he starts. He takes another after he finishes so that the customer can see what he’s done. Work complete, he clicks Show Actions and clicks Complete Work. He steps through the panes in the flow and marks the job as finished.

In this module, the admin installed the managed package and gave a mobile worker access. The mobile worker installed the mobile app on their phone, checked it out, and used it to complete a job.

Resources

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