You are here:
Using the Field Service Mobile App
Learn how to install and log into the app, adjust in-app settings, and complete common tasks from the app.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| To access the Field Service mobile app, users need the Field Service Mobile user license. |
- Get the Field Service Mobile App
The Field Service mobile app is available to users with the Field Service Mobile license and a supported Android or iOS device. Learn how to install the app and log in. - Add the Field Service Mobile Widget
You can add the Field Service mobile widget along with the Field Service mobile app on iOS devices. - Search for Records
Use the Search tab to search for records. - Work with Offline Priming in the Field Service Mobile App
Equip your workforce with the Field Service mobile app’s offline capability so that they can complete tasks regardless of network availability. - In-App Profile Settings in the Field Service Mobile App
Click the gear icon in the top right-hand corner of the Profile tab to view pending uploads, manage linked accounts, and provide feedback to Salesforce about the app. - Use Time Sheets in the Field Service Mobile App
View time sheets, log working hours, and submit time sheets for approval on the go. - Chatter in the Field Service Mobile App
Collaborate on field service jobs using Chatter. Feed tracking must be enabled to display the Feed tab. - Create Service Reports in the Field Service Mobile App
Service reports summarize the work that was performed by a customer, and can be signed by the mobile worker, customer, and others involved in the work. Learn how to configure the Field Service mobile app to support service report generation and review important considerations about offline service reports and service report previews. - View Knowledge Articles in the Field Service Mobile App
Knowledge articles can be attached to work orders, work order line items, and work types to share product specs, instructions, and guidelines with your team. - Create Resource Absences in the Field Service Mobile App
Resource absences indicate when a service resource is unavailable to work. During schedule optimization, service resources aren’t assigned to appointments that conflict with their absences. View and manage absences from the Profile tab in the app. Or view work and absences together in the Schedule tab. - View and Complete Work Plans on the Field Service Mobile App
Front-line workers can use the Field Service mobile app to view and complete work plans. Using the Work Plans tab, they can complete assignments quickly and accurately. - Automatic Status Change
Receive in-app updates that notify you of automatic status changes. - Manage Bundled Service Appointments on the Field Service Mobile App
You can view and report your progress on one or more bundled service appointments.
Did this article solve your issue?
Let us know so we can improve!
