Technician app field workflow
Clock in, share GPS, update jobs, chat with crew, and upload proof from the field.
Daily flow
- 1
Open Today to see assigned jobs, dispatch notes, and route context.
- 2
Clock in/out when your workspace uses time tracking.
- 3
Share live location only while field tracking is enabled and needed for dispatch.
- 4
Update job status as en route, arrived, in progress, or complete.
- 5
Upload proof photos or files to the job timeline when storage is connected.
- 6
Use Crew Chat for team messages tied to the right workspace.
Tips
- Tech online status comes from the Tech App heartbeat, not from the CRM being open.
- Admins appear online from CRM activity; technicians appear online from mobile field activity.
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