Jobs & Field Work
How a tech runs a stop in the field app
This is the order a technician works a visit on their phone, from pulling up to the pool to marking the job complete. Knowing the flow helps the office answer 'why won't it let me finish?' calls.
Where: Field app (technician's phone) -> today's route -> the stop
- The tech opens the day's route and taps the stop to open the job screen.
- They tap Start Job. The job opens and records arrival automatically; there is no separate Arrive button.
- They enter the water test readings (free chlorine, pH, alkalinity, and the rest of the panel you left visible for this job type).
- They log any chemicals dosed, picking from your chemical catalog with the amounts.
- They work through the service checklist and fill any forms attached to the job type.
- They add before/after photos, review the customer recap, and capture the customer's sign-off if you require one.
- They tap Complete. If a required form, checklist task, or close-out step is missing, the app blocks completion and names what's left.
Good to know
- What the tech sees is driven by the job type: the checklist tasks, which forms appear, which fields show, and which close-out steps are required all come from your Job types, checklists & forms setup.
- The same required-step gate runs on the server, so a job can't be forced complete through a shortcut even if the phone is offline and syncs later.