Photos and field forms

Photos and requests are your paper trail — proof of what the site looked like before and after you touched it, and the record that gets the office moving on parts, a reschedule, or a quote. None of this is optional busywork: an unpaid invoice or a customer dispute almost always comes down to whether this got captured.

Job photos

The Job Photos card lives on the job page, and the same capture also shows up under the Photos tab once you've started on-site work.

1. Tap Add under Before to shoot the site or the problem as you found it — before you've touched anything.
2. Tap Add under After once the work's done, to show the fix.
3. You can select several photos in one pass — no need to add them one at a time. HEIC photos straight off an iPhone camera are converted automatically; you don't need to change a setting.
4. Tap the × on a thumbnail to remove a photo you added by mistake — you'll be asked to confirm first, since a removed photo is gone for good.

Photos you add while offline are queued and upload automatically once you're back in signal — you don't need to remember to retry them.

The PM checklist

If the job carries a preventive-maintenance task list, it shows as a PM Checklist card — tap through each item to mark it done. Items marked required have to be completed before you can close the job; the page tells you plainly if any are still open. A full PM visit runs as a structured inspection instead of loose checklist items — see Complete a preventive maintenance inspection.

Requests to the office

Some things on a job aren't yours to decide — they need dispatch or the office to sign off. Four request sheets on the job page cover the common cases. Every one of them files a request — none of them changes the schedule, the parts order, or the bill on their own; that decision stays with the office.

• Request a reschedule — pick a reason and, if you have one, a preferred window (morning / afternoon / evening / no preference), and add a note.
• Recommend work — flag something the customer should consider beyond today's job. Pick from the "worth offering" suggestions if one fits, write a short narrative, give a ballpark, and optionally attach a photo as evidence. Mark it Emergency when the follow-on work can't wait — dispatch sees those requests first, and a job created from them inherits the priority. This becomes a quote the office sends to the customer — you're not pricing or approving anything here.
• Needs parts — pick the part from the pricebook and how many you need. A purchase order is created right away in draft status so the office can see and act on it, but it isn't ordered until they send it. Check Put this job on hold until the parts arrive when you can't keep working without them — the job moves to On hold · waiting on parts and shows an Awaiting parts badge on your day and on dispatch.
• Request a follow-up visit — flag that this job needs another trip, with a reason, a suggested timeframe, and whether you'd want to be the one who comes back. Same Emergency mark as recommend-work, with the same dispatch ordering.

Each of these goes through the same offline queue as everything else on the job page — send the request even with no signal, and it lands once you're back online.

Put the job on hold

On an open job, Put on hold sits with those request buttons. It is not a request, and it does not take the visit off the board.

1. Pick a reason: Awaiting customer, Waiting for site access, Needs a second technician, or Other.
2. Add a Note when the office needs more than the reason. Other requires one. Keep it to 280 characters.
3. Tap Put on hold. The page says Job put on hold, then shows On hold with Reason, Note, and Since.

Resume clears the reason and the note. Change hold updates them. Parts are a different hold: use Needs parts and Put this job on hold until the parts arrive. Put on hold will not take a parts reason.

Message the office

Messages on the job page opens a thread only the office and the assigned technicians see. The sheet says customers can't see it. Write the note and tap Send. When something is unread, the button reads Messages · N new.

Start a warranty claim

If the job has a unit attached, a Warranty section sits on that unit with Start warranty claim. Coverage on the sheet is Covered, Expired, or Unknown. Describe What failed?, optionally Add photo, and tap Send warranty draft. That files a draft for the office to finish — it does not contact the manufacturer. Offline, the draft queues and syncs once you're back in signal.

The office works the claim from there — see the admin guide Manage warranty claims.

Reference

The full set of field-request types and statuses, and the photo slot values (before / after / other), are listed in Status & domain values.