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The field app

The technician works from their phone, with one hand, sometimes with gloves, and often without a network. The field app is made for that: everything they do is kept on the device and leaves as soon as the connection comes back.

Installing it

The app does not go through the app stores: it installs from the browser.

  1. In the office, the dashboard and Directory › Field devices show a QR code, "Install the field app".
  2. The technician scans it with their phone, opens the page, then adds it to the home screen.
  3. They sign in once with their email address and password — with a network: they need to receive their day before they can work without one.

It then updates by itself. If the office requires a newer version, the "Update required" screen says so, and nothing waiting to be sent is lost.

A technician's day

The path of a visit in the field app
  • My jobs lists the work orders assigned to them, today and upcoming; those finished during the day are set apart, under "Done today". A job's details give the customer, the site, the access instructions, the route ("Navigate") and the assets.
  • Start route, then I have arrived: the office sees the progress live.
  • The checklist is filled in asset by asset: yes / no, a reading with its unit, a choice, an observation, a photo. A value out of limits is flagged at once.
  • Fit a part: the screen offers what their van carries, and the part comes out of it.
  • Report a defect: what they see, how serious it is, details and a photo — even offline. The app reminds them of what is already reported on the asset, to avoid duplicates.
  • Customer signature: the customer signs in the box, and their name is recorded. They sign before the job is completed: they acknowledge the work they see.
  • Complete job: the report is prepared at the office.

Without a network

  • Actions, answers, photos and the signature are kept on the phone and leave by themselves when the signal returns, in the order they were made.
  • The Sync screen says what is waiting ("3 pending") or that everything is sent.
  • An action the office refuses (a job cancelled in the meantime, for instance) is shown, with the reason; it does not block the next ones.

A phone shared by two technicians keeps each one's work: on signing out, what is waiting is kept and will leave at its author's next sign-in — never under someone else's name.