How to run a service day from the phone#

Audience: both — technicians work the day from this page. Dispatchers read it to know what the phone shows and when the board updates.

Start on Today#

Today is the first screen after sign-in. It reads the same dispatch board the office sees, narrowed to your bookings:

Unassigned tickets still waiting for an owner are counted under the title. The dispatcher moves them onto a board. The count is your cue that more work is coming.

Accept a booking#

1. Find the booking on Today. SCHEDULED is the state to watch for.
2. Tap Accept job. The pill flips to IN PROGRESS before the server answers, so the screen never blocks on signal.
3. When the work is done, tap Finish. The pill reads DONE.

Both taps write the appointment's state through the same API the dispatch board uses. A dispatcher looking at the board sees the same change. If the phone is offline, the write queues and replays when signal returns. The banner under the schedule says it queued rather than sent.

Clock in and out#

The clock is the ticket's timer, not a private stopwatch.

1. Open the ticket from the board, from My work, or from a booking's ticket link.
2. Tap Clock in. The card shows a running HH:MM:SS count, and the timer bar appears across the app.
3. Tap Pause when you break for parts, Resume when you start again, and Stop at the end.

One timer runs at a time for the whole org. Starting a timer while another runs is refused, and the card will say the other ticket holds it. Stopping the clock writes a time entry with the worked minutes, the billable flag, and an approval state. The Time section on the ticket lists those entries and the running total.

Log the drive#

Travel drafts capture the miles between jobs.

1. On Today, tap Log travel.
2. Pick the ticket the trip belongs to, then set the start and end time. The form opens with the last half hour already filled in.
3. Enter the distance, pick km or mi, and name the vehicle. Leave Billable on unless the trip is on your own time.
4. Tap Save draft. The draft appears under Travel on Today.
5. Tap Submit when the numbers look right.

Submitting converts the draft through the time-entry path, so it lands in the same approvals queue as the clock. The office travel page shows the same drafts. A dispatcher can reconcile them against the day's plan. Drafts that are wrong can be deleted before submit.

Write the record on site#

Notes are comments on the ticket, and photos attach to them.

1. Open the ticket and scroll to Notes.
2. Pick a kind: Internal stays in the office, Client is visible to the customer, Update reads as an in-house update.
3. Type what happened and tap Add note. With a hardware keyboard, Cmd + Enter posts the note.

For a photo, tap Photo, pick from the library, and the upload stages a chip above the composer. Add the note and the photo travels with it. Uploading needs a connection — an offline attempt says so and stages nothing. The note itself always works offline. It queues and syncs later, and the office sees it the moment it lands.

On call#

The on-call strip sits above the schedule when a rotation block covers you. It names the rotation (Primary, Secondary, and so on) and either the time it ends or the dates of the next block. When the two-week window holds nothing for you, the strip is absent, which is the normal week.

Notifications#

The inbox collects mentions, assignments, SLA alerts, stock warnings, and report deliveries. Each row carries its kind and a way in: Open ticket → when the notification points at one. Tapping a row marks it read. Mark all read clears the batch.

On a tablet#

An iPad at 768 points wide or more gets the two-pane layout. The board shows the ticket list beside the open ticket. Today shows the schedule rail beside your work. Selecting a row swaps the detail without leaving the screen, and Stage Manager resizing crosses back to the single-column phone layout.

A hardware keyboard works the app the way iPadOS expects: Tab and the arrow keys move between controls, Enter or Space activates the focused control, and Cmd + Enter posts a note from the composer. The rest of the web shortcuts do not carry over — this shell has four tabs, no command palette, and no rail to cycle.

What the office sees, and when#

Every write on this screen is a server write with a client idempotency key. Two things follow from that:

• A dispatcher watching the ticket sees your progress as the writes land — timer state first, then notes, then time entries.
• An offline phone keeps working. Notes, timer changes, travel drafts, and booking states queue on the device and replay in order on the same entities. The queue inspector under More → Developer tools lists what is waiting.

Photos are the one exception: the upload needs the wire. A note with a photo becomes two steps — upload while connected, then the note (which can still queue behind it).