Navigating the Mobile App for FSM

• Updated on Apr 14, 2023

• Published on Dec 15, 2022

• 1 minute(s) read

Once you have installed the Mobileforce Mobile app on your mobile device, you can launch the Mobileforce mobile app.

Use your Mobileforce or CRM credentials to log in to the application.

Note:
If you need help logging into the app, please contact the Mobileforce admin for your organization.

Select the desired application:

• CPQ: Access Mobileforce CPQ where you can provide quotes and proposals for products or services that your organization is offering.
• Field Service: Access Mobileforce FSM which allows you to streamline and automate the management of work performed in the field.
• Connected Portal: Allows you to access the connected portals for your organization.

Additionally you can select Help to read the user guide, admin guide, as well as review the support cases for your organization.

Accessing the Settings menu

Click the icon to open the Settings menu.

The Settings menu displays the current version of the app, and allows you to:

• View any current notifications for your apps.
• Contact Mobileforce Support regarding an issue with the application.
• Logout of the Mobileforce app or change the account currently logged into the app.

Note:
The options displayed on the Settings Menu are dependent on whether your mobile devices uses iOS or Android as its operating system.

Mobileforce Field Service App

The Mobileforce Mobile FSM app is typically used by the following roles:

• Technicians review existing service task appointments, as well as any additional information and documents that need to be viewed in the field, specific to each organization.
• Agents can review work orders, service tasks, and opportunities, as well as the associated accounts and contacts.
• Dispatchers can review accounts, appointments, and existing contracts; however, the schedule and dispatch functions are not included in the mobile app.
• Service account users, such as independent contractors, can review and update Mobileforce FSM objects, but only users with access to the source CRM application can update these objects.
• Admin users can review Mobileforce objects, as any other Mobileforce user, but they cannot perform any admin functions from the mobile app.

Note:
The Mobile App for FSM has been primarily designed for Technicians who are out in the field. However, the FSM mobile app does not directly allow users to directly connect to the source CRM, so the main use case for Agents and Dispatchers is for out-of-office convenience.