> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Service Agent Mobile App Overview

> See what Service Agents can do in the FieldPulse mobile app — schedule, jobs, assigned customers, sales, and timesheets, shaped by admin permissions.

> **Who uses this:** Service Agents — what you can see and do depends on the permission settings your Administrator or Team Manager sets. **Availability:** [FieldPulse mobile app](https://www.fieldpulse.com/features/mobile-app) on iOS (Apple App Store) and Android (Google Play Store).

If you're a Service Agent, the FieldPulse mobile app is where you run your day in the field — see your schedule, work your assigned jobs, reach the customers tied to your work, create estimates and invoices, and clock your time.

## Overview

This overview is for **Service Agents** — the field role that works assigned jobs on the mobile app and can create customers, estimates, and invoices within the limits an Administrator or Team Manager sets.

<Note>
  As a Service Agent, your manager or admin sets your permission settings. If you don't have access to something in this article, contact your manager to adjust your FieldPulse permission settings.
</Note>

Here is how the Service Agent view compares with the other mobile roles:

* **Service Agents** see the app scoped to their own work — the schedule, jobs, and customers tied to what they're assigned. This article covers that view.

* **Administrators and Team Managers** see the schedule for the whole team, and their Work and Sales tabs add projects, maintenance agreements, payments, purchase orders, and the company's full customer list. See [Mobile App Overview: Admins and Team Managers](/getting-started/mobile-app/admins-team-managers).

* **Limited Agents** get a narrower view — they can view their schedule and the job records they're assigned to and use timesheets, but they cannot change a job's status. See [Limited Agent Mobile App Overview](/getting-started/mobile-app/limited-agents).

For the full definition of each role and the permissions behind it, see [User Roles and Permissions Details](/settings/users-teams/user-roles).

To get the app, download **FieldPulse** from the Apple App Store (iPhone or iPad) or the Google Play Store (Android phone or tablet) and log in with your credentials. For a printable one-pager that walks through running a job from dispatch to getting paid in 6 steps, download the [Mobile App Quick Start PDF](https://drive.google.com/file/d/1iSRF9Q_yCtD01TE2ar2pQTn-7Po1LnRk/view).

## Video walkthrough

Watch a short video tour of the Service Agent view of the mobile app, then read the sections below for the details.

<Frame caption="Video walkthrough: the Service Agent view of the FieldPulse mobile app">
  <iframe src="https://www.loom.com/embed/a9b907238fe24cdda11a7ff4ebdd7c5a?hide_owner=true&hide_share=true" width="100%" height="420" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />
</Frame>

## How it works

The FieldPulse mobile app puts your day on five tabs in the bottom menu — **Schedule**, **Work**, **Customers**, **Sales**, and **Timesheets**. **Full Menu** opens the same areas along with your **Pulse Dashboard**.

### Dashboard

Open your dashboard by tapping **Full Menu**, then **Pulse Dashboard** at the top of the screen.

<img src="https://mintcdn.com/fieldpulse/0AS3GDUMVqOBczHJ/static/images/_api/6167243-mobile-app-overview-service-agents/01.png?fit=max&auto=format&n=0AS3GDUMVqOBczHJ&q=85&s=5839f7661b95cbe7b35a8aa87a4b58de" alt="The Full Menu navigation screen with Pulse Dashboard highlighted at the top and Full Menu highlighted in the bottom menu" width="1322" height="1764" data-path="static/images/_api/6167243-mobile-app-overview-service-agents/01.png" />

From the dashboard you can:

* Edit your profile in the top right corner.

* See your jobs for the day.

* Clock in and clock out.

* Jump to **Schedule**, **Work**, **Customers**, **Sales**, and **Timesheets** from the bottom menu.

<img src="https://mintcdn.com/fieldpulse/0AS3GDUMVqOBczHJ/static/images/_api/6167243-mobile-app-overview-service-agents/02.png?fit=max&auto=format&n=0AS3GDUMVqOBczHJ&q=85&s=8f95c404a5f1d22960371fb3bd9bc5c1" alt="The Pulse Dashboard showing jobs completed today, the Today's Jobs list, a Timesheets card with a Clock In button, and the bottom menu tabs" width="370" height="768" data-path="static/images/_api/6167243-mobile-app-overview-service-agents/02.png" />

### Schedule

The **Schedule** tab shows a list of your jobs, with four ways to view them:

| **View**     | **What it shows**                         |
| ------------ | ----------------------------------------- |
| **List**     | Your assigned jobs by day, week, or month |
| **Calendar** | Your jobs in a weekly calendar format     |
| **Dispatch** | Your jobs in a dispatch-style layout      |
| **Map**      | Your jobs plotted on a map                |

From any view, tap a job to change its status, clock in, add a comment, or call or email the customer.

<Columns cols={4}>
  <Frame>
    <img src="https://mintcdn.com/fieldpulse/0AS3GDUMVqOBczHJ/static/images/_api/6167243-mobile-app-overview-service-agents/03.png?fit=max&auto=format&n=0AS3GDUMVqOBczHJ&q=85&s=da01c2fd80f6b2969d7bafe65938d2e6" alt="The List view of My Schedule showing the day's assigned jobs with times, statuses, and team members" width="1334" height="1738" data-path="static/images/_api/6167243-mobile-app-overview-service-agents/03.png" />
  </Frame>

  <Frame>
    <img src="https://mintcdn.com/fieldpulse/0AS3GDUMVqOBczHJ/static/images/_api/6167243-mobile-app-overview-service-agents/04.png?fit=max&auto=format&n=0AS3GDUMVqOBczHJ&q=85&s=680d6e58bf3dfc8b72cd802490bb06bb" alt="The Calendar view of My Schedule showing the week's jobs in hourly time slots" width="1336" height="1772" data-path="static/images/_api/6167243-mobile-app-overview-service-agents/04.png" />
  </Frame>

  <Frame>
    <img src="https://mintcdn.com/fieldpulse/0AS3GDUMVqOBczHJ/static/images/_api/6167243-mobile-app-overview-service-agents/05.png?fit=max&auto=format&n=0AS3GDUMVqOBczHJ&q=85&s=9d478a9bc59420f7aacc988d5411990f" alt="The Dispatch view of My Schedule plotting the week's jobs on a timeline" width="1318" height="1780" data-path="static/images/_api/6167243-mobile-app-overview-service-agents/05.png" />
  </Frame>

  <Frame>
    <img src="https://mintcdn.com/fieldpulse/9hKRr6wwbI0TiblZ/static/images/_api/6167243-mobile-app-overview-service-agents/06.png?fit=max&auto=format&n=9hKRr6wwbI0TiblZ&q=85&s=1f1024358e5460700bbe85690f6da73b" alt="The Map view of the Schedule tab showing a scheduled job's card with a View Job link on the map" width="1162" height="1558" data-path="static/images/_api/6167243-mobile-app-overview-service-agents/06.png" />
  </Frame>
</Columns>

Use the month picker to jump directly to any month and year in the **List** or **Calendar** view, instead of paging through one month at a time: tap the month and year shown at the top of the screen, then select the year and month you want to view.

<img src="https://mintcdn.com/fieldpulse/9hKRr6wwbI0TiblZ/static/images/_api/6167243-mobile-app-overview-service-agents/16.png?fit=max&auto=format&n=9hKRr6wwbI0TiblZ&q=85&s=670c9c6e7eadc48dd685ec19593eeee5" alt="The Calendar view in Month format with the month and year picker highlighted at the top of the screen" width="1150" height="326" data-path="static/images/_api/6167243-mobile-app-overview-service-agents/16.png" />

To show more detail on each job tile on your schedule, customize your tile:

1. From the **List** view, tap the three dots in the top right corner of your screen.

   <img src="https://mintcdn.com/fieldpulse/0AS3GDUMVqOBczHJ/static/images/_api/6167243-mobile-app-overview-service-agents/07.png?fit=max&auto=format&n=0AS3GDUMVqOBczHJ&q=85&s=66f8ceaa0fa0e4abd6d24dd66efc26e9" alt="The List view of My Schedule with the three-dot menu highlighted in the top right corner" width="1336" height="1736" data-path="static/images/_api/6167243-mobile-app-overview-service-agents/07.png" />

2. Tap **Customize Job Tile**.

   <img src="https://mintcdn.com/fieldpulse/0AS3GDUMVqOBczHJ/static/images/_api/6167243-mobile-app-overview-service-agents/08.png?fit=max&auto=format&n=0AS3GDUMVqOBczHJ&q=85&s=5bada383170cf24ff9699b0711bf609b" alt="The three-dot menu open, showing the Filter by Status and Customize Job Tile options" width="254" height="164" data-path="static/images/_api/6167243-mobile-app-overview-service-agents/08.png" />

3. Select **Custom Job Tile Layout**, then tap **Select Fields to Display**.

   <img src="https://mintcdn.com/fieldpulse/0AS3GDUMVqOBczHJ/static/images/_api/6167243-mobile-app-overview-service-agents/09.png?fit=max&auto=format&n=0AS3GDUMVqOBczHJ&q=85&s=beb125adafa68315c39ab692d41b347e" alt="The Customize Job Tile screen with Custom Job Tile Layout selected and the Select Fields to Display link highlighted" width="1330" height="1738" data-path="static/images/_api/6167243-mobile-app-overview-service-agents/09.png" />

4. Use the check boxes to select the fields to show on your job tiles, then tap the green **Save Fields** button.

   <img src="https://mintcdn.com/fieldpulse/0AS3GDUMVqOBczHJ/static/images/_api/6167243-mobile-app-overview-service-agents/10.png?fit=max&auto=format&n=0AS3GDUMVqOBczHJ&q=85&s=92754c5fea5c9c7f62206a4765a73471" alt="The Select Fields to Display screen with field check boxes on the left and the green Save Fields button at the bottom" width="1322" height="1492" data-path="static/images/_api/6167243-mobile-app-overview-service-agents/10.png" />

5. When the app returns you to the **Customize Job Tile** screen, tap the green **Save Settings** button.

### Work

The **Work** tab is where you view jobs and subtasks.

<img src="https://mintcdn.com/fieldpulse/0AS3GDUMVqOBczHJ/static/images/_api/6167243-mobile-app-overview-service-agents/11.png?fit=max&auto=format&n=0AS3GDUMVqOBczHJ&q=85&s=2f017b3a43d3090391f453a533289be8" alt="The Work tab listing Jobs and Subtasks" width="406" height="822" data-path="static/images/_api/6167243-mobile-app-overview-service-agents/11.png" />

Tap **Jobs** to sort your jobs by **All**, **Open**, **Closed**, or **Tasks**, and tap any job to change its status, clock in, add a comment, or call or email the customer. Use the three dots in the top right corner of your screen to filter by service status or hide recurring jobs.

<img src="https://mintcdn.com/fieldpulse/0AS3GDUMVqOBczHJ/static/images/_api/6167243-mobile-app-overview-service-agents/12.png?fit=max&auto=format&n=0AS3GDUMVqOBczHJ&q=85&s=5f13e91e7211a81a8538b4b0c7e1cb40" alt="The My Jobs list with the All, Open, Closed, and Tasks filters highlighted at the top and an arrow pointing to the three-dot menu" width="1324" height="1772" data-path="static/images/_api/6167243-mobile-app-overview-service-agents/12.png" />

### Customers

The **Customers** tab shows only the customers you are assigned to or have a job for — not the company's full customer list. Tap **Create New** to add a new customer.

<img src="https://mintcdn.com/fieldpulse/0AS3GDUMVqOBczHJ/static/images/_api/6167243-mobile-app-overview-service-agents/13.png?fit=max&auto=format&n=0AS3GDUMVqOBczHJ&q=85&s=e1c50ffe115ec9a11213347017bc4e38" alt="The My Customers tab with the Create New button highlighted" width="494" height="1006" data-path="static/images/_api/6167243-mobile-app-overview-service-agents/13.png" />

### Sales

The **Sales** tab is where you view or create estimates, invoices, and material lists, work with your pricebooks (add-on) and variant proposals, and build dynamic proposals (add-on).

<img src="https://mintcdn.com/fieldpulse/0AS3GDUMVqOBczHJ/static/images/_api/6167243-mobile-app-overview-service-agents/14.png?fit=max&auto=format&n=0AS3GDUMVqOBczHJ&q=85&s=2e93d4d3d0eaaf5e7786e1258a2ba859" alt="The Sales tab listing Estimates, Invoices, Material Lists, Pricebooks, Variant Proposals, and Dynamic Proposals" width="1334" height="1766" data-path="static/images/_api/6167243-mobile-app-overview-service-agents/14.png" />

### Timesheets

The **Timesheets** tab is where you clock in and out for the day. Some teams have both general and job-tracking timesheets enabled. To review past timesheets, select the day or week you want to see.

<img src="https://mintcdn.com/fieldpulse/0AS3GDUMVqOBczHJ/static/images/_api/6167243-mobile-app-overview-service-agents/15.png?fit=max&auto=format&n=0AS3GDUMVqOBczHJ&q=85&s=3090a424b71f4fbf2bb9b4b722906b78" alt="The My Timesheets tab showing General Timesheet and Job Timesheet side by side, each with its own Clock In button" width="1330" height="1756" data-path="static/images/_api/6167243-mobile-app-overview-service-agents/15.png" />

## Availability

The FieldPulse mobile app runs on iOS — download it from the Apple App Store for iPhone or iPad — and on Android — download it from the Google Play Store for Android phones and tablets. The mobile app is currently available in English only, regardless of the country where it is used.

What a Service Agent can see and do in the app is shaped by the permission settings an Administrator or Team Manager configures, including [Setting Up Schedule Visibility](/scheduling-dispatch/availability/schedule-visibility-settings), which restricts which assigned jobs appear on a Service Agent's schedule.

## Related articles

* [Mobile App Overview: Admins and Team Managers](/getting-started/mobile-app/admins-team-managers)

* [Limited Agent Mobile App Overview](/getting-started/mobile-app/limited-agents)

* [User Roles and Permissions Details](/settings/users-teams/user-roles)

* [Setting Up Schedule Visibility](/scheduling-dispatch/availability/schedule-visibility-settings)


## Related topics

- [Limited Agent Mobile App Overview](/getting-started/mobile-app/limited-agents.md)
- [Mobile App Basics](/getting-started/mobile-app/index.md)
- [Mobile App Overview: Admins and Team Managers](/getting-started/mobile-app/admins-team-managers.md)
- [Welcome to FieldPulse](/getting-started/welcome/overview.md)
