Once a Job is assigned, it will be available for the assignee:

Access the Job to allow access to Job Details, including:

As you start to head towards the assigned Job, update status to "On the way".

Update to status will trigger:

Once onsite, update Job status to "In Progress", to notify main office.

Based on progress of Job, status can be updated based on the outcome:

Line items can be added prior to assigning a job, but a field technician can also generate the scope onsite.

Click on “SCOPE” to access Job scope details, which includes:

Click on the "+" at the top right to create a new line item.

The Job scope can be updated:

At any stage in the Job workflow, information and communication are streamlined to improve the customer experience.

Note, communication is not customer facing and would never be displayed on estimates or invoices.

Notes:

Files and images can be added without needing them to be filed under a line item. Go to “ADDITIONAL IMAGES” and click on the “+” to add all of the before and after images and any images related to the job.

If a signature is required for the job, click on the “SIGNATURE” tab and collect the customer signature and hit submit.

Note: The signature will reflect on Invoices and Estimates of the job.

Click on billing within Job details, which reflects Job scope details.

At this stage, an existing invoice would be visible, or a new invoice can be created by clicking on "Invoice" at the top right corner.

Creating an involves involves verification of:

As an invoice is created, the first option includes the ability to send invoice via SMS or e-mail.

Once you click on send, options will be available to edit body of e-mail, subject, and sending e-mail address.

Note: A copy of e-mail can also be sent

A created invoice will allow the option to log a payment. A receipt can then be sent to customer once payment is logged.

Note:

The Field Complete app functions as a payment processing portal. Credit card information can be entered manually, or processed via "tap and pay".

Upon collection of payment, the workflow of the job is typically complete. At this stage, it is important to update the Job status to "Complete".

Android - Google Play
​Apple Store - iOS