Field Tech interaction with Service Agreements

[dhelms]

What is the intent for technicians, as far as their interaction within the mobile app, to work with Service Agreements? For example, today with Memberships, they can see the history and future recurring services, and even mark that they are performing work on a recurring service. They can note what equipment they serviced as part of the event.

I would hope they will have the same level of functionality they do now with recurring services. Maybe this is part of the new Field Mobile app? 

[esmith · Accepted solution]

You are correct that in the new Field Mobile App, technicians have that same level of functionality (not to mention the myriad of other improvements being made by the Mobile team), for example:

• View information about the agreement
• View job history
• View the equipment to be worked on

Within the current app, technicians can access to the list of equipment, required materials (via the Invoice), and other details about the job / customer

Generally speaking, the team's focus moving forward is on further integrating Service Agreements with the functionality being built in the new Field Mobile App