Summary of Mobile Tabs
Mobile tabs can:
-
be shown or hidden in mobile
-
be mandatory or optional
-
be ordered to follow how field personnel might submit the records or transactions
-
be renamed
-
be enabled or disabled based on other tabs
Below are the standard mobile tabs from the Product and NXC bundles:
Tab Label |
Config Section |
B |
Purpose |
NetSuite Record, T |
C |
---|---|---|---|---|---|
Add New Task |
addable |
P |
Allows the user to create a case and a task from the mobile. A new project may be created or the case may be filed under an existing project. |
Project, Case, Task |
— |
Asset Details or Site Details |
asset |
P |
Allows the user to see information about the asset that the selected task is for. Mapped to the Task > Field Service Asset Field |
Field Service Asset Records |
— |
Add Child Asset |
a |
NXC |
Creates new child assets underneath the primary asset selected on the case or task. |
Field Service Asset Records |
— |
C |
c |
NXC |
NXC base history of commissioned assets for demonstration and building upon. Commissioned assets (commissioningrecord) appear here once set to completed. This tab is only presented on multi-asset commissioning jobs. |
Saved Search |
— |
C |
c |
NXC |
NXC base Installation or Commissioning Checklist for demonstration and building upon |
C |
— |
Contact |
contact |
P |
Allows the user to:
|
Contact |
Can be mapped to the Contact field on the Asset Record. |
E |
expenses |
P |
Allows the user to record expenses for the selected task. |
Expense Report |
— |
Files |
files |
P |
Allows the user to attach files from their mobile device to the selected task. |
Files |
Can be configured to be on the Case or Task level. |
History |
history |
P |
Allows the user to view completed tasks that have been carried out on the current Field Service Task Asset. |
Saved Search |
— |
I |
c |
P |
Allows the user to record inventory used in the completion of the selected task. Consumed inventory is added to a custom Consumables record. These inventory items are then added to a Sales Order when the task is completed. The Sales Order that is created is stored on the Field Service Transaction field on the Case. |
Field Service C |
— |
Job Status |
newdetails |
NXC |
Allows the user to make final notes about a task, and record if the Completion of the Task should also trigger that Case being Closed, and if not, capturing the details on why the case will remain open. |
Task |
— |
Job C |
|
NXC |
Allows capturing of customer and technician name and signature. |
Case or Task |
Can be configured to be on the Case or Task level. |
JSA |
jsa |
NXC |
Allows user to submit the Job Safety Assessment checklist |
JSA |
— |
M |
m |
NXC |
NXC base Maintenance Checklist for demonstration and building upon. |
M |
— |
Notes |
notes |
P |
Allows the user to record text notes relating to the selected task. |
Task |
Can be configured to be on the Case or Task level. |
Quote |
quote |
P |
Allows the create a quote and email it to the person requesting the quote. |
Quote |
— |
Receive |
receive |
P |
Allows the user to receive an item into their local (van) warehouse. |
Item Receipt |
— |
R |
r |
NXC |
NXC base history of repaired assets for demonstration and building upon. Repaired assets (repair record) appear here once set to completed. This tab is only presented on multi-asset repair jobs. |
Saved Search |
— |
Repair Record |
r |
NXC |
NXC base Repair Checklist for demonstration and building upon. |
Repair Record |
— |
Return |
return |
P |
Allows the user to create and save a list of warehouse items that are currently in their local (van) warehouse and send them back to the technician’s default warehouse. |
Transfer Order |
— |
Sales Order |
salesorder |
P |
Allows the user to record a list of items and quantities to create a sales order. The sales order is created real time with the result presented back to the mobile user. Note that is different to the Inventory tab. |
Sales Order |
— |
S |
s |
NXC |
NXC base history of maintenance or serviced assets for demonstration and building upon. Serviced assets (maintenance record) appear here once set to completed. This tab is only presented on multi-asset maintenance or service jobs. |
Saved Search |
— |
Service History |
s |
NXC |
Allows the user to see previous commissioning records, maintenance records and repair records against the machine asset. In particular this is required for customers utilization multi-asset job functionality.
Note:
This is different and separate to the History tab which comes with the Product, but is limited to reporting on the history of the asset on the task. For multi-asset servicing this will be the site asset, meaning the child or machine asset will not have a history. |
Saved Search |
— |
Sign Off |
details |
P |
Allows capturing of customer and technician name and signature |
Project Task or CRM Task |
— |
Task |
actions |
P |
Allows the user to create a new task. |
Task |
— |
Task Blocker |
g |
NXC |
Prevents the user from completing the Project Task on the Mobile |
Project Task |
— |
Team Blocker |
s |
NXC |
Prevents a team member from completing a Task on the mobile |
Task |
— |
Time |
times |
P |
Allows the user to record a list of actions (items) and time spent on that action for the selected task. |
Time |
— |
Order |
order |
P |
Allows the user order parts from another warehouse to be transferred into their local (van) warehouse location. |
Transfer Order |
— |