How to Access Project View from Job
Users of the Field Complete mobile app can easily access the Project View from any Job by first tapping the additional settings icon in the top right corner of the Job screen. This intuitive feature provides quick navigation to project-level details, allowing you to manage all related Jobs from within the main project folder. By streamlining the workflow and centralizing job management, this process helps ensure efficient oversight and smoother project execution for technicians on the go.
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Job ViewThe Field Complete mobile app provides a detailed job view, offering technicians on-the-go access to essential task information. This view includes job descriptions, priority levels, schedules, assigned technicians, relevant documents, and customer details, ensuring everyone has the necessary context to complete their work efficiently and effectively. Access the project view and view related Jobs and project details.
Accessing Additional SettingsLook to the top-right corner of the Field Complete app! Within the additional settings menu, you'll find a new option that unlocks enhanced project details. This setting grants you access to a clearer, more comprehensive view of your projects directly on your mobile device.
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View ProjectAccess to Project view provides instant access to crucial project information, all conveniently located within the Field Complete app. See project timelines, specifications, and other important documents that help you stay informed and aligned with overall project goals. It puts the power of detailed project knowledge right at your fingertips.
Job Estimates & Job RecallsAdditional settings also provide the options to send an estimate and recall. With either option, quickly progress with the work order as needed. |
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Project ViewAccess to the project provides visibility to all jobs listed within it. As a reminder, the relationship between projects and jobs in Field Complete allows for efficient tracking of complex work orders in a simplified manner. Each visit can be logged as a job, or jobs can be segmented by trade or vendor. Whether there is a single job or multiple jobs, the entire project shares the same service location and customer, enabling practical and efficient invoicing.
Additional DetailsProject details, or additional details, provide further information necessary for the successful completion of the project. Note: Jobs sent as an offer will be converted into a project for the vendor. This mechanism allows the vendor to manage multiple jobs if needed, while maintaining the structure established by the customer |
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Project Additional Details
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After accessing the Project View from the Job screen on your mobile device, you’ll find that many advanced project features are also available from the web browser. Whether you create projects and jobs on your phone or from a desktop, all information syncs automatically, giving you the flexibility to manage every aspect of your work both in the office and out in the field. This seamless workflow ensures you can stay productive and informed, no matter where you’re working from.