Field Service Mobile App: Travel Home Complete

Topic

This process is completed by Field Service using the Field Service Mobile App (FSMA).

 

This article reviews the steps to complete the Travel Home Complete activity within the Service Appointments in the Field Service Mobile App (FSMA)

 

This guides the User through the process of correcting all timestamps captured throughout the guided service workflow.

Environment

Software: Salesforce Field Service Mobile App

 

Hardware:

Apple:

  • Minimum requirements are as follows:

    • Operating System: iOS 17.0 or later.
    • Supported Devices:
      • iPhone: XS, XS Max, 11, 11 Pro, 11 Pro Max, 12 Mini, 12, 12 Pro, 12 Pro Max, 13 Mini, 13, 13 Pro, 13 Pro Max, 14, 14 Plus, 14 Pro, 14 Pro Max, SE 3rd generation and later.
      • iPad: 10th generation and later, iPad Air 4 and later, iPad Mini 6 and later, iPad Pro 2nd generation and later.

Android:

Minimum requirements are as follows:

    • Operating System: Android 10.0 or later.
    • Memory: At least 4 GB of RAM is required, but 6 GB is recommended for optimal performance. Devices with 8 GB of RAM are recommended if you need to prime more than 20,000 records for offline use.
    • Google Play Services: Version 18.0.0 or later.
    • Android WebView: Version 90.0 or later.
    • Wi-Fi or cellular network connection (3G or faster) for the app to communicate with Salesforce.
    • GPS capabilities.

Steps

 

 

We will jump to the end of the Service Appointment Close-Out process where we verify timestamps, followed by completing the Travel Home Complete.

 

In scenario, it is Tuesday 5/05 and you are closing out a Service Appointment that was completed on Friday, 5/02.

 

These are the times from the Service Appointment that will be entered:

 

Enroute Time : May 2 at 8:30am

On-site Arrival Time: May 2 at 9:00am

Actual End Time: May 2 at 4:30pm

Travel Home Complete May 2 at 5:00pm

 

For this you will enter the correct time and date for these activities and tap Next to continue.

 

Enroute Time : May 2 at 8:30am

On-site Arrival Time: May 2 at 9:00am

Untitled picture.png Machine generated alternative text:9:29 x 98 Service Appointment Closeout Step 7 Verify the below timestamps. Information from the service appointment is defaulted in below. Make any changes necessary for your timesheet and select "next". Enroute Time * May 2, 2025 8:30 AM On-site Arrival Time * May 2, 2025 9:00 AM Did you take a lunch? Next Untitled picture.png Machine generated alternative text:9:29 x 98 Service Appointment Closeout Step 7 Verify the below timestamps. Information from the service appointment is defaulted in below. Make any changes necessary for your timesheet and select "next". Enroute Time * May 4, 2025 1:30 AM On-site Arrival Time * May 4, 2025 1:32 AM Did you take a lunch? Next Incorrect TimesCorrect Times

Here you will confirm these two timestamps are correct before finalizing these milestones. You can ignore the Actual End Time you see, as this will be corrected in the next steps. Tap Next to conclude the Service Appointment Close-Out. Completing this step will advance the Status from On-site to Pending.

Next, you will open Travel Home Complete to update the timestamps of the Actual End Time and enter the Travel Home Complete timestamp.

 

You will be asked if the timestamp entered in the Service Appointment Close-Out needs to be updated. In this scenario, you will say yes and enter the Actual End time of when you completed service on May 2nd.

Enter the Time and Date of when you Completed service.

 

Actual End Time: May 2 at 4:30pm

 

 

Note: This should also be the timestamp of when you left site. 

 

 

 

 

 

 

 

 

 

Next, you will enter the Travel Home Complete. Here you will say no, as you will be backdating the date and time to May 2 at 5:00pm. After you have entered the correct Travel Home Complete timestamp, tap on Next to return to the overview of the Service Appointment.

 

 

 

 

 

 

 

 

 

 

 

 

By seeing the banner at the top will signify you have closed out the Service Appointment and captures all timestamps.

 

Note: The Service Appointment will be seen in the "Recently Closed" List View 

KB ID: 000029913


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