Key Features of Field Service Management Mobile App in NetSuite

TL;DR Opening

Starting in NetSuite 2026.1, the Field Service Management (FSM) mobile application enhances the capabilities of field resources, streamlining their work processes and improving collaboration both on-site and with office teams. This release introduces essential tools for managing tasks effectively in the field.

What's New in Field Service Management Mobile

The Field Service Management mobile application allows users in the field to seamlessly manage their tasks, track assets, access work orders, and communicate with colleagues. This progressive web app (PWA) is not just a mobile interface; it provides a fundamental means for optimizing field service operations.

Key Features of FSM Mobile

The FSM Mobile application offers a variety of features that support enhanced field operations, including:

• Real-time Task Management: Users can view and manage their task lists efficiently, ensuring no task is overlooked.
• Asset and Inventory Tracking: Access details about assets and inventory levels directly, allowing for more informed decisions.
• Rapid Collaboration: Equipped with tools to share updates and collaborate with both field and office teams, enhancing transparency.
• Expense Management: Users can quickly log expenses in real-time, ensuring accurate and timely reporting.

Granting Access to FSM Mobile

To utilize FSM Mobile, it's essential to properly manage user access. Here’s how administrators can grant access:

For NetSuite Users:

1. Navigate to Lists > Employees > Employees.
2. Select the employee and click Edit.
3. Under the Field Service subtab, check the Field Service Mobile User box.
4. Click Save and refresh the page.
5. Use the Email Mobile Login option to send the login invitation.

For Non-NetSuite Users:

1. Go to Lists > Employees > Employees.
2. Edit the desired employee record.
3. Check the Field Service Mobile User box and set a password.

Mobile Installation Guide

The FSM Mobile application must be installed directly from a mobile browser. Supported platforms include:

• Android: Chrome, Microsoft Edge
• Apple: Safari, Chrome, Microsoft Edge

Installation Steps for Android:

1. Open the Field Service Mobile Login email invite on your mobile device.
2. Tap the link which opens the mobile login page in the default browser.
3. Allow location access if prompted.
4. Follow browser-specific steps to add the app to your home screen.

Installation Steps for Apple:

1. Open the Field Service Mobile Login email invite.
2. Follow similar steps to Android, ensuring to allow location access.

User Experience

Upon installation, the FSM Mobile behaves like a native app, providing quick access to all features and updates upon refreshing. Users can manage individual task details, including viewing related files, task history, expenses, and contact information, from the mobile interface effectively.

Who This Affects

This new feature is particularly relevant for:

• Field Service Technicians who require efficient task management tools.
• Administrators responsible for user access and app setup.
• Project Managers looking to optimize field operations and team collaboration.

Key Takeaways

• The FSM mobile app is a PWA, enhancing on-the-go service management.
• Access management is crucial; ensure proper setup for both NetSuite and non-NetSuite users.
• Quick installation from a mobile browser allows users to leverage the app's capabilities efficiently.
• Essential features include task management, expense tracking, and asset visibility to support field operations.