Available now on installHUB
For field operatives: starting a visit, telling the customer you’re coming, the checklist, photos, and sending the job to the office.
Start a visit
- In Appointments, tap the visit to open Appointment Details.
- Tap Start Appointment, then Start at Do you want to start this appointment?
- The job downloads if needed, then opens.
You can only start visits booked for you. On anyone else’s, Start is off and shows You can only start appointments assigned to you. Ask the office to move the visit to you.
Starting works without signal; it’s sent when you’re back online. For visits the office hasn’t cleared yet, see Gates on the scheduler and mobile app.
Automatic check-in · Enterprise
With field tracking, while you’re on shift, the app starts a visit for you when you get within 150 metres of a job booked for you today. Visits that aren’t ready to start are never started this way.
On My Way · Enterprise
- On today’s list, tap On My Way on your next visit. Notify Customer? shows the estimated arrival and the text.
- Tap Send & Start Journey. The customer gets a text from your company saying you’re on the way, with the ETA.
- The visit shows your ETA counting down. Tap Done when the journey’s over; starting the visit also ends it.
One journey at a time, and location access must be on. If the address has no map location, pick 15, 30, 45 or 60 minutes, or send without a time. If your company doesn’t send texts, tap Start Journey & Text Customer and your messaging app opens with the message ready.
Your day’s route · Enterprise
Appointments shows your day in order, with travel time and distance between visits. Tap Route Map to see every stop, total travel and distance, and how many are completed.
Checklist items
The job’s Checklist card groups items by the stage they’re needed before. Tap one to tick it:
- A photo is required to tick this item: tap Take photo.
- Otherwise choose Take photo or Tick without photo.
Items marked Office, Form or Third party are ticked elsewhere. A tick showing Not synced yet is waiting to send and can still be undone.
Photos
- Take a photo or pick from your gallery: JPG, PNG or HEIC, up to 10 MB.
- Photos stay on your phone, even offline, and go with the job.
- Tap a photo for its details, including Photo Location when it has one.
- If sending fails, the banner says Job upload failed. Tap it to retry.
Cancel a visit
Tap Cancel Appointment, pick a reason, add details, and turn on Needs Rescheduling? if a new visit is needed. You’ll need a signal.
Send to the office
Save progress keeps your work. When finished, tap Submit to office and choose how the visit went. Your visits on the job complete and the job moves on:
- Survey scheduled to Surveyed (or Quotation accepted if a quote is already accepted)
- Install scheduled to Installed
- Service scheduled to Completed
If nothing was installed, the job stays at Install scheduled, or goes back for rebooking when the outcome says This will return the appointment to the scheduler.
