Purpose: The purpose of this document is to provide a full overview instructions for the Field Technicians fully complete a Service Appointment within 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


Here is an overview of how the full Service Appointment process works in the FSL mobile app. 


1. Open the FSL App:  

  • Here are instructions on how to download the necessary apps. 
  • Here are instructions on how to login to the Salesforce - Field Service app. 

2. Select your Service Appointment

  • Here is an overview of how to navigate through the Field Service app.
  • View the details of your appointment

3. Get directions to your Service Appointment

  • Here are instructions on how to get directions using the Field Service app. 

4. Update the status of your Service Appointment to "Travel"

  • Here are instructions on how to change the status of your Service Appointment
  • Once you change the status of the Service Appointment to Travel your time sheet has started tracking

5. Once you arrive at the Service Appointment update the status to "In Progress"

  • Here are instructions on how to change the status of your Service Appointment

6. Take Before Pictures

  • Here are instructions for how to take and upload photos within Salesforce using the Field Service and SharinPix mobile apps

7. Begin working on the Service Appointment

8. Take During Pictures

  • Here are instructions for how to take and upload photos within Salesforce using the Field Service and SharinPix mobile apps

9. Once you have completed the work for the Service Appointment change the status to "Completed"

  • Here are instructions for how to complete a Service Appointment

10. Take After Pictures

  • Here are instructions for how to take and upload photos within Salesforce using the Field Service and SharinPix mobile apps

11. Complete and Create a Service Report

  • Here are instructions for how to complete and create a Service Report including
    • Location / Site Manager completing a questionnaire
    • Capturing Manager and Field Technicians Signature
    • Generating and viewing a PDF of the Service Report  


Errors:  If you have any errors HERE are instructions for working through them.