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The crew's phone

What a field member gets instead of the console — one day at a time, sized for a thumb, three taps to record what happened.

Every plan Scheduling and the field

My Day on a phone, showing the day's jobs with large tap targets

A field member does not get a smaller console. They get a different product, built for somebody standing in a yard with one hand free, possibly wearing gloves, on a phone with two bars.

They have exactly one question: what am I on, and how do I tell the office what just happened? These screens answer that and nothing else.

Open My Day

My Day is the whole thing: today’s jobs, in order, one at a time. Tap one and you get what you need for that job — the address, the client, what the work is, and the controls to say what happened.

Targets are sized for a thumb. Recording a fact takes three or four taps.

Say where the work is

Move the job along as you go — on your way, arrived, working, finished. The office sees it on the day board immediately, so nobody has to ring to ask.

If the job carries a checklist with required steps outstanding, Completed is not offered, and the reason is shown. A button that appears is a button that will work. See Job checklists.

Record what happened

From the job you can:

  • Work the checklist — tick, type, choose, judge, photograph, sign.
  • Take a reading on a unit or a piece of equipment — see Measurements.
  • Log your hours.
  • Add a note, including one that goes to the client.
  • Take photos.

See what is at the property

The job lists the units at that property with their model, serial, age and the last few things done to them — so you know what is in the attic before you climb into it. See Units at a client’s property.

What a field member cannot reach

A Field member is blocked from the console entirely, apart from their own profile. That is deliberate rather than a limitation: the console answers questions about many jobs, and this answers one.

Nothing about help is restricted, though. A field member reaches these pages exactly as the office does.

If you are the owner and do the work

You need a worker record before My Day has anything to show you — see Putting yourself on the roster.

This page describes Field Experience — The Crew's Phone. It is written from that feature’s record and covers what has shipped, never what is planned.