Technician

Close out a job

Once you've arrived and tapped Start on-site, you're in the guided chain — Diagnose, then Build, then Wrap — that gets you from "I'm looking at the problem" to "the customer's signing off." Work through it in order; the job page stays your home base if you need to step out and come back.

Diagnose

The Diagnose screen is a segmented Readings / Photos / Parts view over the job.

  • Readings — log meter and gauge readings against the equipment (tap + Log a reading, pick the type, enter the value). Readings outside a normal range are flagged so you notice at a glance, and a trend view shows how this unit's readings have moved across past visits.
  • Photos — the same before/after capture as the job page's Job Photos card — see Photos and field forms.
  • Parts — a running total of what's on the job so far, plus the add/ remove picker into the pricebook.

If Thermal's seen a pattern in this unit's service history, a suggested fix card surfaces it here — confidence-graded (most likely / likely / possible) and always reasoned from past calls, never a guess dressed up as certainty. Use it or dismiss it; either way it's your call.

The tech diagnose screen, showing the Readings / Photos / Parts tabs

Tap Next: Build when you're ready to move on.

Build

Build the fix: suggested parts and labor (matched to the suggested fix, when there is one) sit at the top so you're not hunting the pricebook for the obvious call. Tap Use van stock if you're pulling from your own truck instead of ordering — it opens the van checkout flow with this job already selected as what to charge it to.

Wrap

Wrap drafts a plain-language summary of what was done — parts replaced, labor performed — built straight from the line items on the job, not generated from nothing. Read it over and edit it if it needs a correction; this is what the customer sees.

If you've got another job today, Wrap also shows what's next on your route, with a one-tap link to navigate there.

Tap Review & complete to head back to the job page — Wrap doesn't close the job itself; that happens on the job page next.

Finishing on the job page

Back on the job page:

  1. Capture the customer's signature — this gates completion; you can't tap Complete job without it.
  2. Tap Complete job.
  3. If there's a balance due, Collect Payment appears next — see Collect payment in the field.

The In Progress → Complete → Invoice stepper on the job page shows where the job stands in that sequence at a glance.

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