Complete work orders in the mobile app

The Dynamics 365 Field Service mobile app helps you work efficiently and effectively as a technician. You can use the app to:

• View your assigned jobs on a calendar with all the details you need
• Scan pictures, videos, and asset barcodes
• Integrate with other Microsoft apps for seamless collaboration
• Work offline in areas without Internet access

Sample screens show both the classic user experience ("Unified Interface UX") and the new mobile app user experience (preview) in separate tabs.

Travel to a job location

Unified Interface UX

Select a booking to see more details about the booking time and the work order. Change the status to show that you're driving to the customer location. On the Customer tab, you can see the work order location on a map and launch your preferred maps app for turn-by-turn directions. The functional location field on the work order tells you exactly where to go when you arrive at the address.

New mobile UX (preview)

[This article is prerelease documentation and is subject to change.]

Important

• This is a preview feature.
• Preview features aren't meant for production use and may have restricted functionality. These features are available before an official release so that customers can get early access and provide feedback.

Swipe a booking from left to right or select the booking's menu to access its quick actions and set the status to Traveling. You can also open the booking and select Edit status on the General tab.

Select the directions icon on a booking tile on the bookings home page to open your default maps app and get directions. The directions use the geolocation of the address or the address string if no geolocation is available. If no address is specified, then the directions icon doesn't appear.

To automatically change the booking status to Traveling every time you get directions to a work location, select Automatically update. You can change it later in the app settings.

Do and record your work

Unified Interface UX

On the Service tab, you see work order details like work order service tasks, products, and services. Mark a service or service task as complete and include any products you used. Adjust the product units and the service hours as needed. Select the service task, service, or product name to open the full details.

New mobile UX (preview)

[This article is prerelease documentation and is subject to change.]

When you're ready to start work, select the booking tile on the booking home page. The booking details view has three tabs, Tasks, Products, and Services. Mark a service or service task as complete and add any products you used. Adjust the product units and the service hours as needed. Select the service task, service, or product name to open the full details form.

Streamlined lists in the new mobile UX views remove unnecessary icons and support up to five columns of data. Currently, users can change the view of a list. It always shows the default view, which is enabled for the app module. If there's no default view defined, a list renders the first view configured for the selected entity. The Booking view is handled differently from other views configured in the application. The Bookings view uses the view configuration of Bookings - Agenda View.

Add notes and attachments

Unified Interface UX

On the Notes tab, you can add text, image, audio, and video notes and link them to the booking. You can also attach files and capture signatures. These notes help you record and build a work history. Images added to notes use image optimization to save storage space.

The Timeline tab shows you other historical data related to the booking.

Notes are available only when they're included with the Bookable Resource Booking form. You can't use notes with other forms.

If you can't save a note, you might not have the right permissions to the table that notes are stored in. Ask your administrator to make sure that your security role has access to the msdyn_bookableresourcebookingquicknotes table.

New mobile UX (preview)

[This article is prerelease documentation and is subject to change.]

On the Timeline tab, select + Add note to add text and images to your note. Notes taken here are visible on this booking's timeline. You can attach a single image by selecting the file attachment icon or select the image icon to choose multiple files and add them to the message body.

Notes in Timeline are stored as annotations that are associated with the booking. They don't appear on the parent work order timeline.

Service assets

When you're online, you can view and interact with functional locations and customer asset hierarchies in the mobile app.

Watch this video to learn more about functional locations in the Field Service mobile app:

Scan barcodes

Select the search icon to find records from any table. You can also scan a barcode to find records that have a matching barcode field.

If you can't scan a barcode, ask your administrator to set up global search for your organization.

Enter time

Track the time that you spend on work orders and other scenarios and create time entries in the mobile app for reporting and billing.

From the main menu, go to Time Entry and create one.

Watch this video to learn more about time entry in the Field Service mobile app:

Create follow-up work orders

Sometimes you might need to schedule more work for another time. The mobile app makes it easy to create follow-up work orders.

To create a follow-up work order, select the Follow up option in the bottom app menu. The following fields are already filled in based on the current work order:

• Address
• Billing Account
• Service Account
• Service Territory
• Exchange Rate
• Tax Code
• Taxable
• Transaction Currency ID

Save the work order so a dispatcher can book it.

If you don't see the Follow up option, you might not have the right permissions. Ask your administrator to make sure you have create permissions to the work order table.

Watch this video to learn more about follow-up work orders in the Field Service mobile app:

Update work orders with Copilot (preview)

The new mobile UX uses Copilot in Field Service to enable technicians with a quick and easy way of updating work orders.

For more information, see AI-powered work order update.