---
schema_version: "1"
id: 40a03894ceb7c82ddeb1ee8ca347816f201c936d92c66fd3512f3f029998757f
title: Customize the Work Order Overview Screen in the Field Service Mobile App
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/mfs_work_order_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.mfs_work_order_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1e58d9a94bbd1eda1e47a4ec6e6e5fda093ebc5b2b72eb0cc5c4bc2c833feb3b
description: When a user taps a service appointment on the Schedule tab, an overview of the work order is shown. You can customize the highlights and cards shown on the work order overview screen.
products:
  - Field Service
release: "264"
---
# Customize the Work Order Overview Screen in the Field Service Mobile App

When a user taps a service appointment on the Schedule tab, an overview of the work order is shown. You can customize the highlights and cards shown on the work order overview screen.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Field Service core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">To access the Field Service mobile app, users need the Field Service Mobile user license.</td></tr></tbody></table>

![Work order overview screen on iOS](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/iOS_WO_Overview.png) ![Work order overview screen on Android](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/Android_WO_Overview.png)

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)

Note

- When you modify a page layout, users must log out and log in to the Field Service mobile app to see the changes.
- Not all field types are supported in the Field Service app. Before you configure your layouts, review [Supported Data Types in the Field Service Mobile App](https://help.salesforce.com/s/articleView?id=service.mfs_data_types.htm&release=264.0.0&type=5 "Learn which data types are supported in the Field Service mobile app for Android and iOS.").
- Formula URL fields aren’t supported in compact layouts.

## Change the Screen Layout

A preview of the work order is anchored to the top of the screen. This preview shows the first five fields in the work order compact layout, with the Description field counted as one of the five. The first field in the compact layout appears in bold and is used as the title of the work order overview. The Description field appears below the title and is followed by the next three fields in the compact layout.

1. From the Object Manager in Setup, select **Work Order**.
2. Click **Compact Layouts**.
3. Click the name of the compact layout and edit the layout as desired.
4. Save your changes.

## Navigate the Work Order Carousel

The horizontal work order carousel lets users switch between the following views:

- **Overview**: Shows work order cards
- **Products**: Where users manage required and consumed products
- **Details**: Shows all supported fields on the work order page layout
- **Related**: Shows all related lists on the work order page layout
- **Feed**: Shows the Chatter feed if feed tracking is enabled
- **Location**: Shows work in the same location as the current appointment. To see the Location view users need access to the Location field, which must be populated on the Work Orders object.

## Add Cards

The Overview tab in the work order carousel displays information about the work order and its child records. The information appears in cards, which represent the related lists on the work order. Manage which cards are displayed by adding or removing related lists on the Work Order page layout in Setup. You can add the following cards to the work order overview.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:25%">
          <col style="width:25%">
          <col style="width:25%">
          <col style="width:25%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d179223e199">Card</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d179223e202">Description</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d179223e205">How to Display and Customize</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d179223e208">Available In</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e199 ">Asset Service History</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e202 ">
              <p>Provides context about the maintenance history of an asset. It
                shows the asset associated with the current work order. It also
                lists the asset’s three most recent work orders and provides a
                link to view all associated work orders. It doesn’t show work
                order line items that are associated with the asset.</p>
              <p style="margin-bottom:0;">In Salesforce Lightning Design System (SLDS), the Asset Service
                History card doesn’t list the asset’s three most recent work
                orders. Click <strong class="uicontrol">Show All</strong> to view all
                associated work orders.</p>
            </td>

            <td data-label="How to Display and Customize" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e205 ">
              <p>The Asset Service History card is shown if the page layout for
                the work order or work order line item contains the
                <strong class="uicontrol">Asset</strong> field
              </p>
              <p>In Android, the Asset Service History card displays the first
                four fields in the work orders related list from the asset page
                layout. The first field is displayed prominently.</p>
              <p style="margin-bottom:0;">In iOS, this card displays the work order number and the first
                field from the asset detail page layout. Normally, the first
                field is the asset name.</p>
            </td>

            <td data-label="Available In" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e208 ">Android and iOS</td>

          </tr>
          <tr class="">
            <td data-label="Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e199 ">Contact</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e202 ">Shows the contact’s name and gives the option to call, message,
              and email the contact.</td>

            <td data-label="How to Display and Customize" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e205 ">
              <p>The Contact card can't be customized. It shows the following
                fields and options: Customer Name, Phone, Message, Email. The
                <strong class="uicontrol">Customer Name</strong> field always shows on
                the Contact card, even if the field is empty. If
                <strong class="uicontrol">Phone</strong>, <strong class="uicontrol">Message</strong>
                or <strong class="uicontrol">Email</strong> fields are empty, they don’t
                show on the card.
              </p>
              <p style="margin-bottom:0;">In Android, you must specify a contact. In iOS, if no contact is
                specified, this card is empty, but you can assign a contact to
                the card. </p>
            </td>

            <td data-label="Available In" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e208 ">Android and iOS</td>

          </tr>
          <tr class="">
            <td data-label="Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e199 ">Knowledge</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e202 ">Shows knowledge articles that are attached to the work order,
              with a snippet of each article included.</td>

            <td data-label="How to Display and Customize" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e205 ">In iOS, the Knowledge card is only visible if an article is
              attached to the work order.</td>

            <td data-label="Available In" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e208 ">iOS only</td>

          </tr>
          <tr class="">
            <td data-label="Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e199 ">Service Appointment</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e202 ">Shows a map and the option to navigate to the address of the
              appointment. If the address isn’t set, the card instead presents the
              user with the option to set the address, and then activate
              navigation. </td>

            <td data-label="How to Display and Customize" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e205 ">
              <p>If the work order has one or more service appointments, the
                Service Appointment card is visible. For information about
                bundled service appointments, see <a href="https://help.salesforce.com/s/articleView?id=service.mfs_appointment_bundling_use.htm&amp;release=264.0.0&amp;type=5" title="You can view and report your progress on one or more bundled service appointments.">Manage Bundled Service Appointments on the Field Service Mobile App</a>.</p>
              <p style="margin-bottom:0;">The following fields on this card can’t be removed from it: Start
                Time, End Time, Date, Address, ETA (estimated time of
                arrival).</p>
            </td>

            <td data-label="Available In" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e208 ">Android only</td>

          </tr>
          <tr class="">
            <td data-label="Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e199 ">Service Report</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e202 ">Displays service reports associated with the work order’s service
              appointments.</td>

            <td data-label="How to Display and Customize" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e205 ">
              <p>If a service report has been previously generated, the Service
                Report card appears at the top of the Overview tab. There’s no
                option to create a service report. Otherwise, the card appears at
                the bottom of the Overview tab and includes an option to create a
                service report.</p>
              <p style="margin-bottom:0;">The Service Report card is visible by default in
                iOS. To make the card visible in Android, manually add it to the
                layout.</p>
            </td>

            <td data-label="Available In" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e208 ">Android and iOS</td>

          </tr>
          <tr class="">
            <td data-label="Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e199 ">Work Order Line Item</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e202 ">Shows a visual progress indicator for the work order and lists
              its work order line items. iOS users with the proper permissions can
              tap the + icon to create line items. For details, see <a href="https://help.salesforce.com/s/articleView?id=service.mfs_wo_line_item.htm&amp;release=264.0.0&amp;type=5" title="Help your team stay organized in the field by letting them create work order line items to split work orders or work order line items into sub-tasks. This feature is available in the Field Service mobile app for iOS, but not for Android.">Let Users Create Work Order Line Items in the Field Service Mobile App</a>.</td>

            <td data-label="How to Display and Customize" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e205 ">
              <p>If the work order has work order line items, the Work Order Line
                Item card is visible.</p>
              <p>In Android, this card displays four fields for each line item.
                The Work Order Line Item Number field is always visible. It's
                followed by the first three fields from the Work Order Line
                Items related list. The card for child Work Order Line Items
                isn’t available in Android.</p>
              <p style="margin-bottom:0;">In iOS, this card displays the first two fields from the Work
                Order Line Item’s related list.</p>
            </td>

            <td data-label="Available In" class="slds-cell-wrap" style="vertical-align:top;" headers="d179223e208 ">Android and iOS</td>

          </tr>
        </tbody>
      </table>

#### See Also

- [Set Up the Schedule Tab in the Field Service Mobile App](https://help.salesforce.com/s/articleView?id=service.mfs_schedule_list.htm&release=264.0.0&type=5 "The Schedule tab in the Field Service mobile app shows service appointments that are assigned to the user. The Schedule tab layout is based on a list view specified in Setup. If no list view is specified, it uses the service appointment search layout.")
- [Set Up Custom Actions in the Field Service Mobile App](https://help.salesforce.com/s/articleView?id=service.mfs_actions.htm&release=264.0.0&type=5 "Configure quick actions, global actions, flows, and app extensions to help your team work more efficiently from the field. Actions are displayed in a predefined order in the action launcher on record pages in the app.")