CCS - Quick Action: Add Expense

From a Work Order Record on the FSL Mobile app a user can add an Expense via the Service Appointment Management Quick Action.

From a Work Order record in the FSL Mobile App, go to Actions and select Service Appointment Management.

Select to Add an Expense.

Confirm that you want to add an Expense by clicking Next.

Add details about the Expense.

Attach any supporting images to the Expense.

Upon submission of the expense a new Expense record is created on the related Work Order in Salesforce.

Concept Care