Document Builder

Note Document Builder isn’t available for Government Cloud users.

Document Builder makes it easy to build service document templates.

• The Template Builder makes it easy to build service document templates.
  • Clone standard service document templates to reflect your company’s business practices.
  • Drag seven standard components into the builder: Grid, Image, Image Gallery, Page Numbers, Related Record Table, Rich Text, and Signature.
  • Show relevant information about a record, and its parent or grandparent records by using the field component.
  • Address your specific use cases by building custom LWCs.
• An enhanced service document experience helps you communicate the details of the work performed to serve your customers.
  • View service documents and collect signatures on the Field Service mobile app.
  • Preview printable documents on mobile or desktop.
  • Generate PDFs on mobile or desktop

You can enable both Document Builder and Service Reports for your company, but you can assign only one feature, Service Reports or Document Builder, to each user. When you give a user the permission to use Document Builder, the Service Report button is hidden for them and they can’t access Service Report features or templates. You can continue to use Service Reports, but we suggest adopting Document Builder to build more branded, customized, and dynamic service documents.

• Set Up Document Builder: Licensing and Enablement
  Learn how to set up Document Builder and start creating service documents.
• Give Users Access to Document Builder
  Assign users the standard permission sets for Document Builder, so they can create service document PDFs.
• Assign Document Builder to Dispatchers and Mobile Workers
  Assign Document Builder to users who have been assigned the Field Service Dispatcher or Field Service Mobile permission set license.
• Create a Service Document Template
  Create a service document template with Document Builder.
• Generate Service Document PDFs on the Desktop Site
  With Document Builder, you can generate PDFs from the desktop site and mobile app. This topic walks you through the process for the desktop site.
• Generate Service Document PDFs on the Mobile App
  With Document Builder, you can generate PDFs from the desktop site and mobile app. This topic walks you through the process for the Field Service mobile app.
• Translate Service Documents in Document Builder
  With Document Builder, translate service documents into any language supported by the Salesforce platform. Specify different languages for different records to translate the document to the preferred language of individual customers.