With the Rental Mobile Operations - Field Service app, you can, for example:
The Rental Mobile Operations - Field service app has several areas, pages, views, and tabs:
Area | Page | View | Tab | Description |
---|---|---|---|---|
Work | Bookings | My Schedule | Shows all work order tasks that are assigned to you. You can show the My Schedule view as a Calendar or as a Grid. | |
My Completed Work | Shows all work order tasks that you have completed. You can show the My Completed Work view as a Calendar or as a Grid. | |||
My Team's Schedule | Shows all work order tasks that are assigned to your team. You can show the My Team's Schedule view as a Calendar or as a Grid. | |||
Booking | General | Shows the general work order task information, like contact information, dates, and location. | ||
Parts | Shows the necessary items consumption and spare parts consumption. | |||
Checklist | Shows the work to be done for the work order task. It also shows related information, like existing components, and (dis)assembly instructions. | |||
Asset Information | Shows the asset information and related information, like meters and fuel. | |||
Dynamic Values | Shows additional properties as defined for the related work order line in D365 F&SCM. | |||
Journals | Shows journals, like time and costs registrations. | |||
Work Order | Attachments | Shows existing work order attachments. You can add work order attachments. | ||
Notes | Shows the work order task notes. You can enter or change the work order task notes. | |||
Item Checklist | General | Shows the detailed information of a necessary item. You can set the necessary item status. | ||
Work Order Checklist | General | Shows the detailed information of a checklist task. You can set the checklist task status. | ||
Assembly Instruction | General | Shows the detailed information of an assembly component. You can set the assembly status. | ||
Disassembly Instruction | General | Shows the detailed information of a disassembly component. You can set the disassembly status. | ||
New Time Registration | General | Manually fill in the new time registration information. | ||
Time Registration | General | Shows the time registration information. | ||
New Cost | General | Manually fill in the new cost registration information. | ||
Cost | General | Shows the cost registration information. | ||
Summary | Use the Summary to have the customer contact sign off the work order task. Before your contact signs off the work order task, you can review and show the work order task information. | |||
Work Order Creates | Active Work Order Creates | Shows the active work orders that you created using the Rental Mobile Operations - Field Service app. | ||
Work Order Create | General | Shows the detailed information of a work order that you created using the Rental Mobile Operations - Field Service app. | ||
Assets | Active Assets | Shows the assets that are related to the work order tasks that are assigned to you. | ||
Asset | Asset Information | Shows the general asset information. | ||
Dynamic Values | Shows additional properties as defined for the asset in D365 F&SCM. | |||
Upcoming Maintenance | Shows upcoming maintenance on the asset. | |||
Meters/Fuel | Shows the asset meters and related transactions and the asset fuel tanks and related fuel transactions. | |||
Attachments | Shows the files that are added to the asset. | |||
Settings | Company Setup | Active Employments | Shows the default company and warehouse for you as the Field Service app user. If something is not right, contact your system administrator. For example, the shown default company or warehouse is not right or the shown company and warehouse are not marked as default. |