Field Service Portal

FSMA - Updates to Service Appointment Closeout Flow -- Release date: 6/30/26

Current State: The Service Appointment closeout flow has multiple screens for internal notes and external notes. The flow doesn’t let the user go back to update notes on the first screen.

FUTURE STATE: Customer notes will now be entered on the same page as internal notes. The name for the field was changed to easily identify what notes are for the customer.​

​The flow will also show less fields if the appointment is a service call or proactive service. Installations will still show the same number of fields.​

​Fields:​

• Who did you check in/out with?​

• What got done today? (Internal Notes)​

• What’s getting worked on next?​

• Any issues on the site?​

• External Notes: These notes will be visible to the customer.​

What You Need to Do:

• The App will periodically sync in the background. But there may be a need to force the app to sync with the server. See below for ways to sync and their usage.​

  • “Pull to refresh” – Done by swiping down from top to bottom while in the app.​

    • This will refresh the data that is shown on the current screen.​

    • Similar to other modern apps out there.​

    • How often:​

      • Suggested to do when opening app to ensure the data is updated.​

• Full Data Sync – In the app settings​

  • Click on Profile – Gear Icon – Data Sync – “Sync”​

  • This forces a sync of all data such as App Data, Flows, Service Appointments, etc.​

    • How often:​

      • Typically only needed if asked to use during troubleshooting. But there are specific times where we itmay be a good idea to do this.​

      • If you haven’t worked in the app for over a week​

      • If you are expecting to be in a location with poor cell reception​

New Support Number for the Field Service Mobile App (FSMA) 

New Number: 605-275-1044

Have a problem with your FSMA app?

Trouble entering timestamps? Can't find your tracking #? Unable to transact parts? 

• Step 1 - review Salesforce Field Service Mobile App: Escalation & Troubleshooting

• Step 2 - unable to resolve call the IT Help Desk at 605-275-1044

For more information refer to the email sent out on 3/3/26.

Need to set up a Repair and Return?

This process is completed by Field Service and Service Partners using the

Field Service Mobile App (FSMA).

Though This is not completed in the "Transact Parts" of the

Field Service Mobile App (FSMA), processing R&Rs are considered part of

Transacting Parts pre-requisite before completing the Service Appointment Closeout.

Step 1: Click Actions

Step 2: Select Setup a Repair and Return

 Follow props to enter the parts you are sending in for repair.

I

If return service IS Needed to install repaired parts:

When Completing Service Appointment Closeout indicate work is not complete and that return service is needed

after parts are repaired.  Please indicate if there is an event or date the customer is needing the return service done by.

If return service is not needed and parts can be send back to the customer when complete select work complete yes

and enter in your close out notes to send repaired parts back to customer and no return service is needed.

For full KB go to the training section by clicking Knowledge and community in MySupport!

How to Track Parts in UPS

Field Service Return Shipping Methods - US Techs Only

Sams/Walmart - Using the IVR System

Sams/Walmart - Service Channel Quick Guide

Sams/Walmart - Checking in and Out ServiceChannel Mobile

Walmart Installation Verification Checklist (FL-5000)

Control Systems Shipping Guidelines

JotForm Completion Guide

Save Field Service Portal Link to Favorites

Add Field Service Portal to Bookmarks - iPhone

Add Field Service Portal to Bookmarks - Android

Aerial Boomlift Pre-Use Inspection Checklist

Scissor Lift Pre-Use Inspection Checklist

DP-06611; Daktronics Construction Site Safety Handbook

DD4658902; Daktronics Risk Assessment

DD3128171; Daktronics Rescue Plan Checklist

DD3128162; Daktronics Rescue Action Plan

DD4773787; US Guidance for COVID19 Illness or Exposure

FSMA Instructions for Android Users

FSMA Instructions for iOS Users

Verisae Mobile Device Setup

Part Return Toe Tags