Field Service Mobility Flashcards
Field Service uses a completely different app than other CRM mobile apps.
True
What platform is the Field Service Mobile Applicaition built on?
Resco Mobile Platform
What makes it different?
How info is laid out, agenda view for technicians.
Bookings & Work Orders are not combined into one view.
False
What 2 Modes can you work in?
Offline or Online
What Roles can use Field Service Mobile Application?
Dispatcher, Field Service Admin, Resource, or Inventory Purchase
What are examples of what Field Agents can do in the Field Service Mobile Application?
View and update Work Order Bookings Open original Work Order View Work Order on map Update Work Order Status Check Work Order details such as Products, Services, Service Tasks, etc. Add notes, pictures, signatures, etc. Create follow-ups
What do you use if you want to customize the mobile app?
Resco Mobile Woodford Solution
What do you download for customization?
Download the mobile Woodford CRM solution (be careful of the version) off of Resco’s website, as well as download the mobile project template.
How do you start customizing the Field Service Mobile App?
By importing the Field Service Project
What will you define during the above process?
Define the user.
Give the project a name.
Give each project a priority.
What can you edit in a Project?
Home Screen
Entities available
Forms, Views & Dashboards that can be displayed
App theme colour
Password policies and initial configuration
All Field Service Entities will already be enabled.
True
How many Custom Entities can you have?
10
What kind of things would you use the configuration area for?
How often synchronization occurs, do we want to save passwords, when should users be re-authenticated,
