Purpose: The purpose of this document is to instruct the Field Technicians how to complete a Service Appointment using the FSL mobile app.
About Field Service (FSL): Field Service Lightning (FSL) is Salesforce’s field service solution. It is an onsite job management platform with real-time collaboration capabilities. FSL allows L. Keeley to automatically manage Field Technicians by streamlining both the customer and employee experiences.
Who is this for: LKC Field Technicians
After you have completed the work for a Service Appointment you will need to complete the Service Appointment as well.
In the Field Service mobile app navigate to your Service Appointment and follow the directions below:
1. On the bottom of your screen click on Actions
2. Scroll down on the Actions tab and click on Change Status
3. On this screen you will change the status of the Service Appointment from In Progress to Completed. Select "Completed" and Next.
4. On this screen you will select the Resolution Outcome and add any Resolution Notes needed.
- Select the Resolution Outcome
- Add Resolution Notes
- Select Next
5. Select Next and then Finish