Accept and start a work order

This is the job you'll do more than any other: take a work order from your schedule and get from "assigned" to "on site and working." The taps are quick, but two of them — On my way and I've arrived — are what let dispatch and the customer see where you actually are. They're not busywork; skip them and the office is flying blind.

There are two ways a job reaches you: it's assigned to you by dispatch and shows up on your schedule, or it's open work anyone in your branch can pick up. Both end the same way. Start with the one that fits.

Your schedule

Open the app and you land on your day.

The top of the screen shows the shape of your day — jobs today, any emergencies, and your booked total. Below that, Up next lists your jobs in route order — the same order dispatch and the map use, so following the list top to bottom is the efficient drive. An emergency that hasn't been slotted yet pins to the top so you don't miss it.

A job that's already assigned to you needs no accepting — it's yours the moment dispatch places it. Tap it to open it and get moving.

Claiming open work

If you've got room for more, tap Available work on your home screen to see unassigned jobs in your branch that are open for anyone to take.

Tap Claim on a job you want. That doesn't hand you the job outright — it files a request that dispatch confirms, so two techs can't grab the same call and the office always knows who's going where. The button reads Claim requested while you wait; once dispatch confirms, the job moves onto your schedule like any other assigned work, and you pick it up from there.

Start the job

Open the work order. You'll see the customer, the site and how to get there, the equipment involved, and any notes dispatch left you.

The button at the bottom of the screen always shows your next step. Work through it in order:

1. On my way — tap this when you actually leave for the site. It sets the job to en route so dispatch and the customer can see you're rolling. (If you're already there, you can jump straight to the next step.)
2. I've arrived — tap this when you're on site. It sets the job to in progress and brings up the on-site tools.
3. Start on-site — this opens the guided flow that walks you through the work: diagnosing the problem, building the fix (parts and labor, off the price book or your van stock), and wrapping up. The job page stays your home base — you can leave and come back to it anytime.

The status button knows where you are, so you'll only ever see the tap that comes next.

If something's off

If the equipment on file doesn't match what's actually at the site, or a note is missing something you needed, say so on the work order before you dig in — a quick note there saves the next person (including you, next visit) from hitting the same surprise.

If the job can't go the way it was planned, use the request buttons on the job instead of just working around it: request a reschedule, flag that you need parts, recommend additional work for the customer to approve, or ask for a follow-up visit. Each one lands with the office so the schedule and the paperwork stay honest.

When the work is done

Log your parts and time, capture the customer's signature, and tap Complete job. The signature isn't optional — the app holds the completion until it's captured, because it's your proof the customer signed off on what was done.

If the visit is a preventive-maintenance check, it runs through readings, photos, and pass/fail items instead — see Complete a preventive maintenance inspection.

Reference

The exact statuses a work order moves through — assigned, en_route, in_progress, completed — are listed in Status & domain values, generated straight from the product.