Register task-related information
Activity Flow

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.

You can register task-related costs, also called fees, that are not related to hours or items.

When you confirm a new cost entry:

• The cost is added to the Other costs overview.
• In D365 F&SCM, a fee-type transaction is created in Work order line transactions using the description entered in the mobile app. If offline, the transaction is created after synchronization.

You can change the status of a task in the Rental Management Mobile app.

You can set the status to:

• Start a task: Changes from 'released' to 'in progress'.
• Complete a task: Changes from 'in progress' to 'completed' and opens the sign-off page.

Note: If you work offline, the system updates the status in D365 F&SCM after synchronization.