FSMA: How to Submit Expenses in Service Appointment Closeout

Topic

This process is completed by Field Service and Service Partners using the Field Service Mobile App (FSMA).

 

This article explains how and when to submit expenses in the Field Service Mobile App that will be billed to the Customer.

Environment

Software: Salesforce Field Service Mobile App

 

Hardware:

Apple:

  • Minimum requirements are as follows:

    • Operating System: iOS 17.0 or later.
    • Supported Devices:
      • iPhone: XS, XS Max, 11, 11 Pro, 11 Pro Max, 12 Mini, 12, 12 Pro, 12 Pro Max, 13 Mini, 13, 13 Pro, 13 Pro Max, 14, 14 Plus, 14 Pro, 14 Pro Max, SE 3rd generation and later.
      • iPad: 10th generation and later, iPad Air 4 and later, iPad Mini 6 and later, iPad Pro 2nd generation and later.

Android:

Minimum requirements are as follows:

    • Operating System: Android 10.0 or later.
    • Memory: At least 4 GB of RAM is required, but 6 GB is recommended for optimal performance. Devices with 8 GB of RAM are recommended if you need to prime more than 20,000 records for offline use.
    • Google Play Services: Version 18.0.0 or later.
    • Android WebView: Version 90.0 or later.
    • Wi-Fi or cellular network connection (3G or faster) for the app to communicate with Salesforce.
    • GPS capabilities.

Steps

Service vs. Installations

Service - Typical Service appointments with a scope of troubleshooting and repairing a Daktronics product allow a technician to include any necessary parts that were purchased to be to complete the repair.

         

Note: Technicians are still required to submit an expense report with receipts for personal reimbursement. 

 

Installations - Specific Service Appointment with the scope of a project install. Here, the customer and Daktronics have agreed to a final cost of the project. Any material the technician purchased for this install are to be left out of the Field Service Mobile App and to be directly expensed to your supervisor for personal reimbursement. 

KB ID: 000030010

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