Add More Features to the Field Service Mobile App

Extend the mobile app with value-adding capabilities like form-based data capture, mobile quoting, and offline functionality.

• Set Up Automatic Status Change
  Accurate and on-time status changes are a key part of field operations workflow. With Automatic Status Change, mobile workers can focus on their jobs and work more efficiently while the Field Service mobile app tracks status changes for them. For the back office, accurate status changes give better insight into the activity in the field without creating more work for mobile workers.
• Data Capture for Field Service Mobile
  Data Capture creates dynamic forms that work online or offline in the Field Service mobile app. Build forms that follow conditional logic, tailoring additional questions based on how the user answers prior questions. With auto-save, mobile workers can navigate away from the Data Capture form, and even close the app without losing their work. From safety protocol to environmental assessment, Data Capture tailors forms to match the task, so mobile workers can get the job done faster.
• Select a Flow Cache Policy for the Field Service Mobile App
  Flow cache policies determine when and how data is fetched and used within flows for the Field Service mobile app. You can select flow cache policies that optimize your flows in low-connectivity areas.
• Set Up Inventory Access for Mobile Workers
  Customize your page layouts and user permissions so that your team can take care of inventory management tasks. For example, give mobile workers the ability to log product consumption, create product requests, and keep their service vehicle inventory current. Inventory management is supported on both Android and iOS.
• Set Up Multiple Inventory Locations
  By default, all products consumed for a work order or work order line item come from the same location. However, you can let mobile workers log product consumption from multiple locations. You might want to do this when, for example, workers provide services to multiple vendors or want separate inventories for different types of work.
• Set Up Lead and Opportunity Creation for Field Service Mobile Workers
  Use a flow template that guides your mobile workers through creating leads and opportunities for potential customers directly from the app, without contacting customer services.
• Set Up Mobile Quoting for Field Service Mobile Workers
  Let your mobile workers create quotes for customers directly from the Field Service mobile app without contacting customer services.
• Set Up Standby Mode for the Field Service Mobile App
  When mobile workers are using the Field Service Mobile app, they can reduce distractions and stay focused by using Standby mode in the app.
• Set Up Voice to Record Edit for the Field Service Mobile App
  Set up Voice to Record Edit to allow your Field Service mobile users to efficiently edit records using voice input, powered by Einstein Generative AI.