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            Use Time Sheets in the Field Service Mobile App

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            Use Time Sheets in the Field Service Mobile App

            View time sheets, log working hours, and submit time sheets for approval on the go.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To view time sheets and time sheet entries: Read on time sheets
            To create, update, or delete time sheet entries: Edit on time sheets
            To create time sheets: Create on time sheets

            To ensure that mobile workers can access time sheets on their mobile devices, make sure that you follow the setup steps in Set Up Time Sheets.

            1. To access mobile time sheets, tap Profile, then tap the time sheets clock icon.
            2. View your current time sheets or use the dropdown menu to view past time sheets. To view time sheet details, such as time sheet entries and related lists, tap View Time Sheet.

              The Current Time Sheets list view shows time sheets that are within the current time period. Once the time period is over, time sheets are moved to the Past Time Sheets list view. For example, if your time period ends on Friday, a new time sheet appears in the Current Time Sheets list view on Monday.

            3. To create time sheet entries, navigate to the time sheet overview screen. Then tap + next to a date in the time sheet, and enter the time sheet entry details.
            4. To submit a time sheet, navigate to a current or past time sheet and tap Submit.
              Note
              Note If the Salesforce admin hasn't set up an approval process, users don't see the Submit button.

            Considerations and limitations for mobile time sheets:

            • Time sheets list views are custom list views. To use time sheet list views, the user must have the Access Lightning Web Components in Field Service Mobile permission enabled.
            • Only the time sheet owner has access to view, track, modify, or submit a time sheet. To provide that access to a different user, reassign ownership to the new user.
            • Salesforce syncs time sheet data to the cache. If mobile users are offline, they can see time sheets that were previously viewed and cached. When they go back online and their device's time sheet data is out of sync with the server's data, they are prompted to review a new version of their time sheet. Users must be online to submit time sheets.
            • To access mobile time sheets for the first time, users may need to log out and then log back in to the Field Service mobile app.
            • The service resource must own the time sheet record for the time sheet icon to show on the Profile tab.
            • After a user submits a time sheet, the status doesn’t visually update from Unsubmitted to Pending. To view the updated status, refresh the screen.
            • In the mobile app, the submitter can’t choose an approver manually.
            • To give the best performance and offline experience, users can't update time sheets that are pending or approved. If your workflow allows these changes, you can use a quick action or flow to update the status.

            See Also

             
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