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.
Required Editions
| Available in: Lightning Experience. |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To create service document PDFs on the mobile app: | Field Service permission set license for mobile AND Document Builder |
To use Document Builder on the Field Service mobile app, you must add the Service Report related list to the Service Appointment page layout assigned to your mobile user’s profile. You must also create default templates for Work Order, Service Appointment, and Work Order Line Item.
You must grant all users who generate PDFs access to the ServiceReportLanguage field on the Work Order object. You can grant access to this field by enabling Field Level Security settings. See Field Permissions.
Before generating service document PDFs on the Field Service mobile app, enable push notifications on your device. Document Builder uses push notifications to let you know your PDF is ready and error messages let you know when something’s gone wrong.
- Go to a work order, work order line item, or service appointment. Here, we demonstrate with a work order.
-
Click the Actions launcher, and then Create
Service Document
You’re redirected to a preview of the Work Summary template, which shows the customer details and work completed and prompts you to collect a signature from the customer.
- Collect the required customer signature by having them type and sign their name.
- If you can’t collect the signature, click Can’t Collect Signature and provide a reason. For example, you can record that the representative wasn’t present.
-
Click Save, and then click Generate
Document on the following window.
A popup notifies you when the document generation is complete. If you don’t see a popup and the process taking a long time, pull down to refresh the page. If you’re offline, your document is added to a queue.
-
Click the notification, which takes you back to the Field Service mobile app,
where you can see the final PDF of the work summary. This PDF is accessible from
the overview tab on the given work order.
If you haven’t set a field value or default template, mobile workers can’t generate a document. When they click New Service Document, they get an error message.
