Field Service Pro (FSP)

Setup

Requirements

EBMS 8.6.239.058 or later
Tasks & Work Orders Module
OData API - Please contact support if you need to have this setup
Licenses - please contact your Account Manager about getting licenses.
A device with a browser
1. Apple devices require iOS 26 / iPadOS 26 to use Document Storage/Attachments.

Setting up Users

Make sure an EBMS user with appropriate permissions is setup for each worker you want to access Field Service Pro
1. If you need to create a user, you can refer to the documentation here: Creating EBMS Users
2. The user should have at least "Basic Entry" permissions for the Tasks, Labor, and Sales modules. "Advanced Entry" for Tasks is recommended.
Go to Labor > Workers and open the worker you want to access Field Service Pro (or create the worker if they don't exist)

1. Connect the EBMS user to the worker under the General tab and set the "Login Name" to the EBMS user from Step 1
2. Go to the App Settings tab
3. Set the work codes you want this worker to be able to login to (not related to tasks, like shop time, work time, breaks, lunch, etc.)
4. Check the "Allow" box next to the Field Service Pro app (if the "App License" box doesn't automatically check, you'll need to check that as well)
5. Click on Field Service Pro and click "Properties" (or double click Field Service Pro)
6. The first query in the list will be used with Field Service Pro. Adjusting this query will adjust what the worker sees in the app. Field Service Pro will honor all the same settings/options in that first query that MyTasks does (like sort order).
  1. Note that "Day View" is a MyTime specific query and will not work in Field Service Pro.
  2. Recommended query:
    1. Check the box for "Query by Worker" sort by START_TIME A-Z, and select the "Query" option
    2. Click "Set Query" and use this query:
      COMPLETED = .f. .and. START_DATE <= Date() .and. END_DATE >= Date()
      This sets the query to be all uncompleted tasks where today's date is on or between the start and end date of the task.
7. In EBMS 9.0 you can also set the Default Task Type that Field Service Pro will use when creating a new task here.

Using Field Service Pro

Anything marked with an * will require you to be online to work. Everything else will work offline and queue up the changes to sync when you are online next (as long as your don't clear your browser cache)

Logging in*:

Navigate to https://fieldservicepro.koblesystems.com/
Enter the EBMS Serial Number
Select a Company from the drop down
Enter EBMS Username and Password
Tap the "Log In" button
If prompted, set the task type used for new tasks

Navigating Field Service Pro

Tap on a task to open it up -
Details Tab -
1. Shows customer info along with contact buttons (for any contact info that exists on the record). Pressing these buttons will open the default app on your device.
2. Shows Task Description and notes
3. Clock In to a task or Save changes if you edited any info.
  1. These buttons persist across every screen
  2. Clock In will change to "Clock Out" if you are clocked into this task.
Materials Tab - You can:
1. View materials on the invoiced attached to the task (if there is one)
2. Edit quantities
3. Add materials by typing in the Product ID or UPC - the app will attempt to match right away if you are online, otherwise will attempt to match later
4. Search for a product*
5. Scan a barcode to match Product ID or UPC
  1. Tap the camera button to use the camera of the device.
  2. Android devices can use a Socket Mobile Scanner as well
    1. Prepare the Socket Mobile scanner by charging the unit.
    2. Download and install Socket Mobile Companion from the App store for an iPhone or Google Play for an Android device.
    3. Connect the Socket Mobile Scanner to the phone using a Bluetooth connections and launching Add New Device.
    4. Test the scanning technology using the Socket Mobile Companion.
    5. Configure the scanner to connect in Application Mode using the barcodes found within the online instructions. Review https://www.socketmobile.com/docs/default-source/multi-language/english/chs-series-8---quick-start-guide.pdf?sfvrsn=24 for the web-based configuration instructions.
Attachments -
1. Will automatically download files under 20MB.*
  1. Larger files will show, but will have to be manually downloaded to be available offline.
2. View the attachments on the task
  1. If you have folders in the task document storage, FSP will display the attachments as a flat list.
  2. Pull 5 levels deep of folders.
3. Upload Attachments - Uploads are limited to 20MB per file due to an OData limitation.
4. Swipe to delete attachments from your local device - This will NOT remove it from EBMS. To remove an attachment completely, you can do that directly in EBMS.
5. Save an attachment to your device's storage if needed to keep the app storage smaller, but still need to access the file.
Customization Designer Tabs
1. Custom tabs created in Customization Designer will appear at the top of the task.
I DELETED THIS LINE BY ACCIDENT.
1. Select a work code to clock into a work code not related to a task
  1. Tap the sync status to see errors (if there are any)
  2. Tap the Sync button next to it to force a sync of data*

1. "+ " Button to create a new task
2. Enter a Customer ID
  1. Can search for a customer ID by tapping the magnifying glass*
3. Enter Description
4. Enter Task notes
Tap the 3 dots
1. Log out of the app (will require internet connection to login again)
2. View Settings
  1. Change default Task Type for new tasks
  2. Clear local site data (removes almost all data from the device and will require a connection to pull in new data)
3. Report a bug*
Switch to Day View (or switch back to list view) (coming soon)
1. Day View allows you to see your list of tasks on a calendar view (more info to come once reviewing finished)