Overview

These guides cover the browser field pages: accepting and starting a job, logging parts and time, capturing signatures and photos, and completing an inspection. An installed web app uses these same pages from a home-screen shortcut.

Using the separate native technician app? Start with Use the native tech app for its bottom tabs and Profile shortcuts. The browser walkthroughs below have browser screenshots; their button placement may differ from the native app.

Find help for assigned work, field records and finishing a job.

Common tasks

• Accept/arrive/start assigned work
• Finish work and obtain sign-off
• Capture equipment, if your company tracks it
• Capture photos and field forms
• Collect a payment
• Record a field purchase
• Complete a PM inspection when you are assigned one
• Complete a JHA safety check
• Recover from lost signal
• Install/navigate the native app

Technician covers the field app: accepting and starting a job, logging parts and time, capturing signatures and photos, and completing an inspection. Everything here is scoped to your own assigned work — you won't see other technicians' schedules or company-wide pricing.

Getting started

New to the field app? This is your onboarding path — six guides, in order, that take you through a job from start to finish, then into the tools you'll reach for along the way. Work through them top to bottom on your first pass; come back to any one of them later as a reference on your next job.

1. Accept and start a job — start here. Go from an assigned job on your schedule to on-site and working.
2. Close out a job — the shape of every job: the guided Diagnose → Build → Wrap chain, from on-site work to a signed-off job. Read this before your first job so you know where the other guides fit in.
3. Capture equipment in the field — if your company tracks equipment, attach a unit already on record or scan a nameplate to add a new one. Optional: jobs don't need it.
4. Photos and field forms — before/after job photos, the PM checklist, the requests that go to the office (reschedule, recommend work, needs parts, follow-up visit), and a warranty draft when a unit is on the job.
5. Collect payment in the field — take a deposit while you are on the way or on site, then record cash or check, charge a card, or send a payment link for any balance left once the job is complete.
6. Complete a preventive maintenance inspection — when you're assigned a PM visit: run through readings, photos, and checks, and get a signature before you leave.

Reference

• Keep working when you lose signal — what's saved when you go offline, reading the sync chip, and clearing a failed sync from the Sync Center.