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The white dot indicates the selected day. Click on the days to select the desired day. If necessary, scroll the calendar to the right and left to see additional days.

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Service Appointment Screens

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• Product Items

• Product Requests

• Product Transfers

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Product Requests

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Profile

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By default, Product Requests displays a list including the Product Request number, date, time, user, and related Work Order (if present).

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Product Transfers

By default, the Product Transfers section displays the Product Transfer number, date, time, user, Product Request Number, Product Item Number, and a Receive Button (if the transfer is pending).

The information is separated into a Pending list and a Received list.

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Profile Tab

The Profile Tab displays the user profile photo, name, and any resource absences. The Resource Absence list includes the date, time, reason, and associated service appointment.

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Time Sheets

The Time Sheets tab displays the Current Time Sheets by default. The dropdown menu at the top of the screen allows viewing Past Time Sheets and Future Time Sheets.

When you click View Time Sheet, the compact view displays the information about the selected Time Sheet, including the Number, User’s Name, Dates, and Status. The carousel displays the Overview, listing each date with related timesheet information, such as the time, Service Appointment numbers, dates, and status. Depending on your setup, you may also see a Details and Related tab with more information about the selected Time Sheet.

Past and Future Time Sheets display a list of time sheets with the dates, times, user, and the status (Pending, Unsubmitted, etc.).

Quick note about Time Sheets: The clock icon will show up on the Profile screen if you have enabled time sheets in the Field Service Mobile Settings (you can find this in the Setup menu on Salesforce browser as an admin). Please also make sure the service resource has time sheets and has proper permission to view them. And make sure time sheets are in the related list for the service resource.

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