In the Rental Mobile Applications - Field Service app, you can view or enter the following types of task notes:

  • Order notes: Created in D365 F&SCM on the work order line. Used to instruct field engineers. If you created the work order in the mobile app and assigned it to yourself, you can also enter a note.
  • Internal notes: Add notes for internal use, such as maintenance actions or parts replaced.
  • Invoice note: Add a note explaining the task. The note is copied to the invoice in D365 F&SCM when invoicing the work order line.

When you confirm the task notes, they are synchronized with the related work order line in D365 F&SCM.

To view task notes, go to the Work order page, select a work order line, and click Additional notes > Line notes.

If you work offline, synchronization happens when you connect to D365 F&SCM.


Standard procedure

1. On the Task details page, tap 'Task notes'.
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Note: At the right/top of the ´Task notes´ icon, an indicator shows the number of existing task notes.

2. Enter the desired task notes.
3. Tap 'Confirm'.

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