Manage Field Service agents from Field Service Manager Mobile

Manage Field Service agents from Field Service Manager Mobile and do everything that you can from your computer while on the go.

Before you begin

Role required: wm_manager, sn_fsm_tp.fsm_territory_resource_manager

Procedure

1. Open Field Service Manager Mobile and tap Teams.
2. Tap the assignment group or territory that the Field Service agent you want to manage is part of.
3. Tap the more actions icon ().
4. Choose from the following.

   Selection	Action
   Contact	Displays a choice to call or message the agent.
   View tasks	Shows the tasks that are assigned to the selected agent.
   View schedule	Shows the selected agent’s schedule. Note: Tap a different day at the top of your screen to see the agent’s schedule for a different day.
   View profile	Displays the agent’s profile with information including their phone number, email, location and whether they’re on schedule. Note: Tap their phone number to call or message the agent. Tap their email address to send them an email. Tap the location to see where the agent is on a map.