Work through your day in the mobile app

Review today's work before leaving

Open your mobile home screen and review today's jobs. Tap a job to check its customer, location, schedule, and instructions. Use the job's Navigate action for directions or Call and Text for the customer's phone number when available.

Open the jobs and checklists you will need while you have a connection. A checklist that has not been downloaded cannot be opened offline. Your home screen and available actions depend on your role, the current stage of the day, and your organization's time-tracking settings.

Record progress at the right moment

1. 1

   Travel to the assigned job

   Use On My Way when leaving for the job. At the site, use Arrive on the home action bar, or Arrived on the job page.

2. 2

   Capture the work

   Open the job's checklist, complete the required items, add photos, and post useful job notes. If your time-tracking controls offer Take Break and End Break, use them as your workday changes.

3. 3

   Finish the visit

   Use Mark Complete from the job page. Follow the completion flow shown, including checklist review, photo documentation, and customer signature where requested. Complete any remaining required items before proceeding.

End the day and check pending work

When you have finished for the day, use End Day and review the confirmation. If the app asks you to review unfinished jobs, resolve them deliberately instead of marking work complete just to clear the screen.

Open More, then Pending Changes, to review anything still waiting to sync or needing attention. A local photo or status change can appear before it has finished syncing. Check the sync messages before you leave the app.