|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Multi-Factor Authentication
|
Yes
|
Yes
|
Yes
|
|
SSO
|
Yes
|
Yes
|
Yes
|
|
Greater than one Custom Host
|
Yes
|
Yes
|
Yes
|
|
Configure Settings with a QR code or deep link
|
Yes
|
Yes
|
Yes
|
|
Auto Sign Out
|
Yes
|
Yes
|
Yes
|
|
Platform-specific web interface
|
Yes
|
Yes
|
Yes
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Agenda View
|
Yes
|
Yes
|
Yes
|
|
Day View
|
Yes
|
Yes
|
Yes
|
|
Map View
|
Yes
|
Yes
|
No
|
|
Month View
|
No
|
No
|
No
|
|
Week View
|
No
|
Yes
|
Yes
|
|
Create Admin Event
|
Yes
|
Yes
|
Yes
|
|
Drag and Drop Rescheduling
|
Yes
|
Yes
|
Yes
|
|
Travel Time (Before Event)
|
Yes
|
Yes
|
Yes
|
|
Travel Time (After Event)
|
Yes
|
Yes
|
Yes
|
|
Work Order Summary
|
No
|
No
|
No
|
|
Appointment Detail
|
Yes
|
Yes
|
Yes
|
|
Configurable Work Order Summary
|
No
|
No
|
No
|
|
Appointment Detail screen as configured in Mobile Console
|
Yes
|
Yes
|
Yes
|
|
Event Color Coding (Priority)
|
Yes
|
Yes
|
Yes
|
|
Event Color Coding (Rules in Mobile Console)
|
Yes
|
Yes
|
Yes
|
|
All Day Events
|
Yes
|
Yes
|
Yes
|
|
Multi-Day Events
|
Yes
|
Yes
|
Yes
|
|
Event Title and Description as configured in Mobile Console
|
Yes
|
Yes
|
Yes
|
|
Event Download Criteria
|
Yes
|
Yes
|
Yes
|
|
Appointment status transition as configured in Mobile Console
|
Yes
|
Yes
|
Yes
|
|
Extended Event Window
|
Yes
|
Yes
|
Yes
|
|
Configurable Edit Event (Drag and drop is also supported)
|
Yes
|
Yes
|
Yes
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
View Tasks
|
No
|
No
|
No
|
|
Create Tasks
|
No
|
No
|
No
|
|
Edit Tasks
|
No
|
No
|
No
|
|
Delete Tasks
|
No
|
No
|
No
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Current Location Indicator
|
Yes
|
Yes
|
Planned
|
|
View Route for the Day's Appointments
|
Yes
|
Yes
|
Planned
|
|
Pin
|
Yes
|
Yes
|
Yes
|
|
Plot Home Location
|
Yes
|
Yes
|
Yes
|
|
Get Directions
|
Yes
|
Yes
|
Yes
|
|
Work Order Details
|
Yes
|
Yes
|
Planned
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Maximum No. of Records
|
50
|
50
|
50
|
|
Recently created
|
Yes
|
Yes
|
Yes
|
|
Recently viewed
|
Yes
|
Yes
|
Yes
|
|
Recently updated
|
Yes
|
Yes
|
Yes
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Include online results
|
Yes
|
Yes
|
Yes
|
|
Remember Include Online Results
|
Yes
|
Yes
|
Yes
|
|
Search and filter results
|
Yes
|
Yes
|
Yes
|
|
Sort Results
|
Yes
|
Yes
|
Yes
|
|
Card View
|
Yes
|
No
|
No
|
|
Map View
|
Yes
|
Yes
|
No
|
|
Download on Demand
|
Yes
|
Yes
|
Yes
|
|
Selectable Search Operator (Contains, etc)
|
Yes
|
Yes
|
Yes
|
|
Max Search Results (offline)
|
2000
|
2000
|
2000
|
|
Max Search Results (include online)
|
400
|
400
|
400
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Sync Gateway Support
|
Yes
|
Yes
|
Yes
|
|
Manual data sync
|
Yes
|
Yes
|
Yes
|
|
Schedule data sync
|
Yes
|
Yes
|
Yes
|
|
Aggressive data sync
|
Yes
|
Yes
|
Yes
|
|
Smart sync
|
Yes
|
Yes
|
Yes
|
|
Sync Conflict Resolution
|
Yes
|
Yes
|
Yes
|
|
Background sync
|
Yes
|
Yes
|
Planned
|
|
Configuration sync
|
Yes
|
Yes
|
Yes
|
|
Data purge
|
Yes
|
Yes
|
Yes
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Apple Push Notification Service
|
Yes
|
Yes
|
No
|
|
Google Cloud Messaging/Firebase Messaging
|
Yes
|
Yes
|
No
|
|
WNS Push Notification (Windows)
|
No
|
No
|
Yes
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
URL
|
Yes
|
Yes
|
Yes
|
|
App-to-App (Outbound)
|
Yes
|
Yes
|
Yes
|
|
App-to-App (Inbound SFM Header)
|
Yes
|
Yes
|
Yes
|
|
App-to-App (Inbound SFM Child Lines)
|
Planned
|
Planned
|
Planned
|
|
Web Service
|
Yes
|
Yes
|
Yes
|
|
Mobile Activity Space
|
Yes
|
Yes
|
Yes
|
|
Email
|
Yes
|
Yes
|
Yes
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Data Validation Rules
|
Yes
|
Yes
|
Yes
|
|
Formulas
|
Yes
|
Yes
|
Yes
|
|
Quick Save
|
No
|
No
|
No
|
|
Sync on Save
|
Yes
|
Yes
|
Yes
|
|
Sync on Submit
|
Yes
|
Yes
|
Yes
|
|
Sync on Finalize
|
Yes
|
Yes
|
Yes
|
|
Configure App Navigation tab bar icons
|
Yes
|
Yes
|
Planned
|
|
Time field support
|
Planned
|
Planned
|
Planned
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Source to Target (All)
|
Yes
|
Yes
|
Yes
|
|
Source to Target (Child)
|
Yes
|
Yes
|
Yes
|
|
Standalone Create/Edit
|
Yes
|
Yes
|
Yes
|
|
Output Docs
|
Yes
|
Yes
|
Yes
|
|
Checklist (Specific functions are broken down in the Checklist section)
|
Yes
|
Yes
|
Yes
|
|
View Process (Header and Child)
|
Yes
|
Yes
|
Yes
|
|
Linked SFM
|
Yes
|
Yes
|
Yes
|
|
Source Object Update
|
Yes
|
Yes
|
Yes
|
|
Target Object Update
|
Yes
|
Yes
|
Yes
|
|
Background mode execution
|
Yes
|
Yes
|
Yes
|
|
Handover
|
Planned
|
Planned
|
Planned
|
|
Multi-Source
|
Planned
|
Planned
|
Planned
|
|
Smart Sync
|
Yes
|
Yes
|
Yes
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Allow New
|
Yes
|
Yes
|
Yes
|
|
Allow Delete
|
Yes
|
Yes
|
Yes
|
|
Allow Zero Line
|
Yes
|
Yes
|
Yes
|
|
Allow Multi Add
|
Yes
|
Yes
|
Yes
|
|
Extended Edit
|
Yes
|
Yes
|
Yes
|
|
Interactive Sorting
|
No
|
No
|
Yes
|
|
Attachments (Documents)
|
Yes
|
Yes
|
Yes
|
|
Attachments (Images and Videos)
|
Yes
|
Yes
|
Yes
|
|
Search
|
Yes
|
Yes
|
Yes
|
|
Card View
|
Yes
|
Yes
|
No
|
|
Duplicate Child-Line
|
Yes
|
Yes
|
Yes
|
|
Bulk Update
|
Yes
|
Yes
|
Planned
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Download attachments on demand
|
Yes
|
Yes
|
Yes
|
|
Upload photos and videos
|
Yes
|
Yes
|
Yes
|
|
Upload documents
|
Yes
|
Yes
|
Yes
|
|
Delete Photos and Videos
|
Yes
|
Yes
|
Yes
|
|
Delete Document
|
Yes
|
Yes
|
Yes
|
|
In-app file viewer
|
Yes
|
Yes
|
Yes
|
|
Salesforce Files
|
Yes
|
Yes
|
Yes
|
|
Output Document versioning (with Files)
|
Yes
|
Yes
|
Yes
|
|
Configurable Image Compression
|
Yes
|
Yes
|
Yes
|
|
Upload multiple photos and videos
|
Yes
|
Yes
|
Yes
|
|
Upload multiple documents
|
Yes
|
Yes
|
Yes
|
|
Upload attachments on child records
|
Yes
|
Yes
|
Yes
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Dependent picklists
|
Yes
|
Yes
|
Yes
|
|
Record type-based picklists
|
Yes
|
Yes
|
Yes
|
|
Multi-select picklists
|
Yes
|
Yes
|
Yes
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Basic Filter (Pre-filter)
|
Yes
|
Yes
|
Yes
|
|
Advanced Filters
|
Yes
|
Yes
|
Yes
|
|
Include Online Results
|
Yes
|
Yes
|
Yes
|
|
Remember Include Online Results
|
Yes
|
Yes
|
Yes
|
|
Lookup Context
|
Yes
|
Yes
|
Yes
|
|
Lookup Form-fill
|
Yes
|
Yes
|
Yes
|
|
Override Lookup Context
|
Yes
|
Yes
|
Yes
|
|
User Trunk in Advanced Filter
|
Yes
|
Yes
|
Yes
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
After Add Record
|
Yes
|
Yes
|
Yes
|
|
After Save/Insert
|
Yes
|
Yes
|
Yes
|
|
After Save/Update
|
No
|
No
|
No
|
|
Before Save/Insert
|
Yes
|
Yes
|
Yes
|
|
Custom Button
|
Yes
|
Yes
|
Yes
|
|
Field Change
|
Yes
|
Yes
|
Yes
|
|
Field Exit
|
Yes
|
Yes
|
Yes
|
|
Page Load
|
Yes
|
Yes
|
Yes
|
|
OnScan
|
Yes
|
Yes
|
No
|
|
|
For more information about custom JavaScript code snippet support, see Custom Code Snippet Support.
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
$db API
|
Yes
|
Yes
|
Yes
|
|
$env API
|
Yes
|
Yes
|
Yes
|
|
$event API
|
Yes
|
Yes
|
Yes
|
|
$response API
|
Yes
|
Yes
|
Yes
|
|
$sfm_records API
|
Yes
|
Yes
|
Yes
|
|
$sfm_records.setFieldValue API
|
Yes
|
Yes
|
Yes
|
|
$sfm_records.getPicklistValues API
|
Yes
|
Yes
|
Yes
|
|
$env.userLanguage API
|
Yes
|
Yes
|
Yes
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Today, Tomorrow, Yesterday, Now
|
Yes
|
Yes
|
Yes
|
|
SVMX.USERTRUNK in value mapping
|
Yes
|
Yes
|
Yes
|
|
SVMX.USERTRUNK in advanced lookup filters
|
Yes
|
Yes
|
Yes
|
|
SVMX.CURRENTUSERID in value maps
|
Yes
|
Yes
|
Yes
|
|
SVMX.CURRENTRECORD
|
Yes
|
Yes
|
Yes
|
|
SVMX.CURRENTUSERRECORD
|
Yes
|
Yes
|
Yes
|
|
SVMX.CURRENTRECORDHEADER
|
Yes
|
Yes
|
Yes
|
|
SVMX.OWNER
|
Yes
|
Yes
|
Yes
|
|
SVMX.UserName
|
Yes
|
Yes
|
Yes
|
|
SVMX.ProductIQWorkOrderID
|
No
|
No
|
No
|
|
Geolocation.Latitude, Geolocation.Longitude, Geolocation.Accuracy
|
Yes
|
Yes
|
Yes
|
|
Last N Days, Next N Days (New literals with New Designer)
|
Yes
|
Yes
|
Yes
|
|
SVMX.TechnicianUser
|
Yes
|
Yes
|
Yes
|
|
SVMX.SETNULL
|
Yes
|
Yes
|
Yes
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Create and Edit the Checklist
|
Yes
|
Yes
|
Yes
|
|
Section Based Navigation
|
Yes
|
Yes
|
Yes
|
|
SVMX.USERTRUNK in advanced lookup filters
|
Yes
|
Yes
|
Yes
|
|
Section Jump (Dynamic Branching)
|
Yes
|
Yes
|
Yes
|
|
Update Source Object Record Based on Checklist Answers
|
Yes
|
Yes
|
Yes
|
|
Default Checklist Answers
|
Yes
|
Yes
|
Yes
|
|
Pre-fill with Work Order field values
|
Yes
|
Yes
|
Yes
|
|
Checklist Attachments Download on Demand
|
Yes
|
Yes
|
Yes
|
|
Help URL
|
Yes
|
Yes
|
Yes
|
|
Data Validation Rules
|
Yes
|
Yes
|
Yes
|
|
Checklists in Smart Docs
|
Yes
|
Yes
|
Yes
|
|
Image Compression Setting
|
Yes
|
Yes
|
Yes
|
|
Smart Sync
|
Yes
|
Yes
|
Yes
|
|
Skip Printing Unanswered Questions
|
Yes
|
Yes
|
Yes
|
|
Sync on Submit
|
Yes
|
Yes
|
Yes
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Output Doc Transaction
|
Yes
|
Yes
|
Yes
|
|
Signature Capture
|
Yes
|
Yes
|
Yes
|
|
Signature Water Mark
|
Yes
|
Yes
|
Yes
|
|
Offline Output Document Generation
|
Yes
|
Yes
|
Yes
|
|
Configurable File Name of Output Document
|
Yes
|
Yes
|
Yes
|
|
Generate Output Document on Salesforce*
|
Yes
|
Yes
|
Yes
|
|
Smart Sync
|
Yes
|
Yes
|
Yes
|
|
|
* - Preview of the Generated Service Report can be viewed offline. The generation of the PDF is on Salesforce.
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Purge
|
Yes
|
Yes
|
Yes
|
|
Scheduled Purge
|
Planned
|
Planned
|
Planned
|
|
Reset App
|
Yes
|
Yes
|
Yes
|
|
Send App Logs via Email
|
Yes
|
Yes
|
Yes
|
|
Enable Debug Mode (use with Chrome/xCode)
|
Planned
|
Planned
|
Planned
|
|
Force Configuration Sync
|
Yes
|
Yes
|
Yes
|
|
Check the app version during login
|
Yes
|
Yes
|
Yes
|
|
Notification Center
|
Yes
|
Yes
|
Yes
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Offline Get Price
|
Yes
|
Yes
|
Yes
|
|
Calculate Price without Entitlement Check
|
No
|
No
|
No
|
|
Advanced Get Price
|
Yes
|
Yes
|
Yes
|
|
Price Calculation on Service Products
|
Yes
|
Yes
|
Yes
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Chatter Integration
|
No
|
No
|
No
|
|
Knowledgebase Articles (documents and files)
|
Yes
|
Yes
|
Yes
|
|
Service History
|
Yes
|
Yes
|
Planned
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Location History (GPS User Log)
|
Yes
|
Yes
|
Yes
|
|
On-Demand Location Query
|
Yes
|
Yes
|
Yes
|
|
Background Location Tracking
|
Yes
|
Yes
|
Yes
|
|
Pause Location Tracking
|
Yes
|
Yes
|
Yes
|
|
Live Location Updates
|
Planned
|
Planned
|
Planned
|
|
Real-time location tracking of Appointment Details with Engage
|
Yes
|
Yes
|
No
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Location (Geofence) Service
|
Yes
|
Yes
|
Planned
|
|
Remote Push Notification
|
Yes
|
Yes
|
Yes
|
|
Local Notification
|
Yes
|
Yes
|
Planned
|
|
SMS Service
|
Yes
|
Yes
|
Planned
|
|
Email Service
|
Planned
|
Planned
|
Planned
|
|
Zinc Message Service
|
Yes
|
Yes
|
Planned
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Take Photos and Videos
|
Yes
|
Yes
|
Yes
|
|
Attach Documents (File Explorer)
|
Yes
|
Yes
|
Yes
|
|
Barcode Scanner
|
Yes
|
Yes
|
Yes
|
|
Flashlight
|
Yes
|
Yes
|
No
|
|
Location
|
Yes
|
Yes
|
Yes
|
|
Notifications
|
Yes
|
Yes
|
Yes
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Installed Base View
|
Yes
|
Yes
|
Yes
|
|
Installed Base Search
|
Planned
|
Planned
|
Planned
|
|
Record Detail
|
Yes
|
Yes
|
Yes
|
|
Technical Attributes
|
Yes
|
Yes
|
Yes
|
|
Attachments and Files
|
Yes
|
Yes
|
Yes
|
|
Location Download on Demand
|
Yes
|
Yes
|
Yes
|
|
Installed Product Download on Demand
|
Yes
|
Yes
|
Yes
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
My Stock
|
Yes
|
Yes
|
Planned
|
|
View Parts Catalog
|
Yes
|
Yes
|
Planned
|
|
Transfer Parts to Technician
|
Yes
|
Yes
|
Planned
|
|
Locate Parts
|
Yes
|
Yes
|
Planned
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Create/Edit/Delete Non-Work Order Time Entries using standard UI
|
Yes
|
Yes
|
Yes
|
|
Create/Edit/Delete Non-Work Order Time Entries using SFM
|
Yes
|
Yes
|
Yes
|
|
View Work Order Time Entries
|
Yes
|
Yes
|
Yes
|
|
Review and Submit Timesheet
|
Yes
|
Yes
|
Yes
|
|
Customize color for Work Order and Non-Work Order Time Entries
|
Yes
|
Yes
|
Yes
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Update Appointment status (Service Board)
|
Yes
|
Yes
|
Yes
|
|
View Crew Information (Service Board)
|
Yes
|
Yes
|
No
|
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
|---|---|---|---|
|
Embedded Zinc
|
Yes
|
Yes
|
No
|
|
Zinc Integration
|
Yes
|
Yes
|
Yes
|
|
Zinc Broadcast
|
Yes
|
Yes
|
Planned
|