Playbook: Field service check-in app

Field technicians report time and materials on paper

The problem

A technician finishes a job, writes hours and parts on a sheet, and it reaches the office days later — smudged, incomplete, and impossible to invoice accurately. Nobody knows where anybody is until they call.

What you end up with

A phone app the technician opens on site. They pick their job, check in, record the time spent and the materials used, photograph the result, and check out. The office sees it immediately and can invoice from it.

What it needs

Build it step by step

  1. In the App Builder:

    Build a Pro app called "Field Service", phone first. It opens on today's jobs assigned to the signed-in technician, nearest first, each showing the customer, address, contact phone and what needs doing.

  2. Add the on-site flow:

    From a job the technician taps Check in, which records the time. They can then add hours, add materials from our product list with quantities, and write a short work description. Check out records the end time.

  3. Add evidence:

    Allow up to three photos per job, stored with the job.

  4. Send the result home:

    When the technician checks out, write the reported hours and materials back to the job in ERP and notify dispatch.

  5. Handle the practicalities:

    Make the address tappable so it opens the map, and the phone number tappable to call.

  6. Share it with the team; they install it to the home screen.

Try it

Give it to one technician for one day before rolling it out. Then ask them a single question: what did you still write on paper? Whatever they answer is the next thing to build.

Variations

Where it can go wrong