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Mobile App - Give access

Have a new technician that you need to give NextService mobile app access to? Follow the simple steps below. 


Note:

You will need to create an employee record before completing the steps below.


Watch the tutorial below, or click the PDF icon for the step-by-step instructions.


For the best viewing experience, we recommend clicking on the full-screen icon below


19 STEPS

1. Welcome to the tutorial on how to give an employee NextService mobile app access

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2. The first step is to open NetSuite and click into the global search bar

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3. Type the employees name.

Click Edit when the employee record appears.

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4. Tick Support Rep [For NextService]

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5. Tick Project Resource [For NextService & Projects]

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6. Scroll down and click NextService

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7. Tick NextService Mobile User.

You will see that the four fields under Primary Information are now mandatory.

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8. Consider the other mobile app options. Tick any that the technician will not need access to.

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9. Click into Location Email and type the email address.

We recommend that this be the generic business email, as this is what replies to sent service reports will be directed to.

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10. Select the Employee Location, this is where stock will be fulfilled from.

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11. Select the Employee Warehouse, this should be the same as the employee location field.

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12. Select the Region from the dropdown

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13. Optionally, select any relevant NextService Skills

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14. Click Access

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15. Click manually assign or change password

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16. Type the chosen password in the Password field.

Ensuring it meets the password criteria outlined on the right.

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17. Re-type the password in the Confirm Password field

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18. Click Save.

You will need to contact the Technician to let them know their password.

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19. That's it. You're done.

Thank you for your time.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/1945166/Give-an-employee-NextService-mobile-app-access

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