WORKFORCE for Technicians
Your phone, your day, your jobs. Nothing else.
You are not being handed "the software." You are being handed the one screen that tells you where to go, what to do, and how to prove you did it — and none of the screens that don't concern you. Everything below is what you actually see.
Your day starts here
My Schedule
Where: you land on it at login — the Dispatch screen.
Your day is already laid out as colored blocks on a timeline. Toggle Day or Week to see further ahead. Tap any block to open that job.
What you get: you never call the office to ask what's next. It's already on the screen when you wake up.
Note: you can look at your week, but you can't drag jobs around to reschedule yourself. That's the dispatcher's job, on purpose — so two people never move the same appointment in opposite directions.
My Tasks
Under the timeline is the same day as a list of job cards. Search by name or address, or filter to Pending / In Progress / Completed. Tap View Details to open one.
What you get: you find the job in seconds instead of scrolling a board that has everybody's work on it.
Live map
At the bottom of the screen, every job with an address is a blue dot and you are the yellow one. Tap a pin to see that job's address, status, and time.
What you get: you can see the shape of your day — and whether the dispatcher just sent you across town and back.
Working a job
Open a job and everything you need is in one card.
Get there — one tap
Tap Navigate. On an iPhone or iPad it hands off to Apple Maps (Google Maps if you don't have it); everywhere else it opens Google Maps. The route is already drawn from where you're standing to the job.
What you get: you stop retyping addresses into a second app while sitting in the truck.
Tell everyone you're rolling
Check On The Way. Your status flips and dispatch sees it immediately.
What you get: one tap replaces the call you were going to have to make anyway.
Call or email the customer
Tap the phone or mail icon on the job card.
What you get: the "running ten minutes behind" call takes three seconds instead of three minutes of hunting for a number.
Start the job — the customer's code
To move a job from Pending to In Progress, you ask the homeowner for the 6-digit code that was emailed to them, and key it in. Don't have it? Tap Resend code to customer and it goes out again.
What you get: this one is worth understanding, because it protects you. The code is proof that you were physically on site, with the right customer, at the time you said. No one gets to say later that you never showed up. And your clock doesn't start on a job you haven't actually arrived at, which keeps your hours clean.
Move the job forward
Pick the next status from the dropdown — In Progress, Close to Completion, Completed. Add a note if there's something the office should know. Submit.
The dropdown only offers moves that are legal from where the job is now, so you can't accidentally skip a step.
What you get: the office watches your progress without calling you, and the paperwork trail on the job builds itself while you work.
Photos at completion
When you mark a job Completed, you attach your finish photos right there in the same box. Not later. Not in a text message.
What you get: the proof lands on the job record at the moment it's true, and you never lie awake remembering you didn't send it.
The job's permanent record
Documentation
Where: a job's Documentation screen, reached from the job.
Upload photos, videos, and files to the project's permanent record. Big photos are compressed automatically on the way up — a 20MB photo becomes roughly 300KB — so a weak signal in a basement isn't a reason to skip it.
What you get: the evidence lives on the job forever. When something is disputed six months from now, the photos are already where anyone can find them, and none of it went through your personal phone gallery at 9pm.
Getting paid and getting time off
My Timecards
Where: Timecards → My Timecards.
Your current week's card is already there before you've logged an hour. Enter time against the projects you worked, then submit it for approval.
What you get: payroll is right the first time, and you're not reconstructing Tuesday from memory on Friday afternoon.
Leave requests
Where: the Leave panel on your Dispatch screen.
Tap New Request, choose the type — PTO, sick, holiday, parental — pick your dates, submit. You can edit or cancel it while it's still pending, and you'll see the approval or rejection and any note your manager left.
Once it's approved, it shows on your own schedule as a red ON LEAVE block.
What you get: no paper slips, no "did you get my text." The request, the answer, and your schedule are the same system, so nobody books you on a day you already have off.
First login
You'll be onboarded with a temporary password and asked to set a real one at tech-password-change. Do it once; you go straight to your dashboard afterward.
What you will never see — and why that's the point
This is not a smaller version of the office's software. Whole categories of screen are simply absent from your login:
- The full dispatch board. You get your schedule; you don't get everyone's.
- Other people's jobs. Your project list is scoped to jobs assigned to you. There's no view that shows you the whole company's work.
- Money. Cost basis, profit margins, and financial figures on a job are hidden unless your operator specifically grants them to you. Credit memos and refunds don't appear on your job at all.
- The office. Reports, the customer database, invoicing, employee records, integrations, admin tools — none of these routes exist for your role.
Your phone shows your day, your jobs, and your hours. That's deliberate: it's less to learn, less to get wrong, and nothing sensitive travelling around in a truck.