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Job management on mobile

The mobile app is where your technicians spend most of their day. This guide covers everything — from viewing your assigned jobs to completing them with a customer signature.

View your assigned jobs

  1. Tap the Jobs tab in the bottom navigation.
  2. You see a list of all jobs assigned to you, sorted by scheduled date.
  3. Use the filter chips at the top to narrow by status: All, Pending, Assigned, In Progress, or Completed.
  4. Tap the search icon to find a job by title, customer name, or address.
Column What it shows
Priority indicator A colored dot — blue (Low), yellow (Medium), orange (High), red (Urgent).
Job title The name of the job, such as "AC unit repair".
Customer The customer name and service location.
Scheduled time The date and time the job is planned for.
SLA status A countdown badge showing time remaining before the deadline.

Swipe for quick actions

Swipe left on a job card to reveal quick actions like Start Job or Navigate, without opening the full detail view.

Job detail view

Tap any job to open the detail screen. Here you find everything you need to complete the work.

Detail sections

Section What it contains
Summary Job title, priority, status, scheduled date, and SLA timer.
Customer info Customer name, phone number, and service address with a Navigate button.
Description Work instructions, scope of work, and dispatcher notes.
Photos Attached images — tap to view full-screen or add new photos.
Parts Parts assigned to or used on this job (Pro and above).
Notes A running log of notes added by you, dispatchers, and other team members.
History A timeline of every status change and update made to the job.
  1. Open a job from your list.
  2. Tap the Navigate button next to the customer address.
  3. Your device's default maps app opens with directions to the job location.

Update job status

As you work through a job, update the status so your dispatcher and customer stay informed.

  1. Open the job detail screen.
  2. Tap the Status button at the bottom.
  3. Select the new status from the available options.
Status When to use
Assigned The job is on your schedule but you haven't started yet.
En Route You are traveling to the job site.
In Progress You have arrived and started work.
On Hold Work is paused — waiting for parts, customer availability, or approval.
Completed The work is finished and ready for review.

Status transitions are enforced

You can only move a job to a valid next status. For example, you cannot skip from Assigned directly to Completed — you must move through In Progress first.

Put a job on hold

Tap Put on hold on any open job if you have to stop, for example while you wait for a part. Pick a reason, add a note if it helps (a note is required for Other), and tap Put on hold. The SLA timer pauses until you resume the job.

To pick the job up again, tap Resume work. The job goes back to the status it had before the hold. You can only have one active job at a time, so if another of your jobs is already active, the resume is not accepted: the job stays On Hold and the app tells you which job is active. Finish that job or put it on hold, then tap Resume work again.

If any status change you make is not accepted, the job goes back to its previous status and the app shows the reason.

Putting a job on hold works offline too. The app uses the list of reasons it saved the last time it connected, and the change is sent when you are back online. If the app has never loaded your company's list, it offers Other, so describe the reason in the note.

Add notes

  1. Open the job and scroll to the Notes section.
  2. Tap Add Note.
  3. Type your message — for example, "Replaced capacitor on compressor unit."
  4. Tap Save.

Notes are visible to everyone on your team with access to this job. Use them to document your work, flag issues, or communicate with dispatchers.

Capture photos

Photos provide visual proof of work and help document job-site conditions.

  1. Open the job and tap the Photos section.
  2. Tap Take Photo to use your camera, or Choose from Library to attach an existing image.
  3. Add an optional caption describing the photo.
  4. Tap Upload.
Plan Maximum photos per job
Free —
Pro 10
Enterprise 20

Before-and-after photos

Take a photo when you arrive and another after you finish. This practice protects you and your company by documenting conditions.

Use parts on a job

If your company uses inventory tracking (Enterprise), you can log parts consumed during a job.

  1. Open the job and tap the Parts section.
  2. Tap Add Part.
  3. Search for the part by name or scan its barcode.
  4. Enter the quantity used.
  5. Tap Confirm.

The part is deducted from your van stock automatically. If you don't have enough stock, a low stock alert is shown. See Inventory on mobile for details.

Add Part shows on jobs assigned to you; Owners, Managers and Dispatchers see it on every job. The edit and remove buttons on a logged part show only for the person who logged it, or for an Owner, Manager or Dispatcher. If you can't see them, ask whoever logged the part, or your office, to change it.

The app remembers these buttons from the last time you opened the job with a connection. Open the job once while online before you head somewhere without signal, and you can still log parts offline.

Time tracking

FSM Navigator® automatically tracks how long you spend on each job.

  • Travel time — Recorded from the moment you set the job to En Route until you change it to In Progress.
  • Work time — Recorded from In Progress until you mark the job Completed or On Hold.

You can view time totals on the job detail screen under the Summary section. Your dispatcher and owner also see these times on the web dashboard.

Automatic time capture

Time tracking starts and stops automatically when you change job statuses. There are no separate timers to manage.

Frequently asked questions

Can I create a new job from the mobile app?

Yes. Tap the + button on the Jobs screen to open the job creation form. This is useful when you discover additional work while on site — for example, a technician inspecting an HVAC system who notices a water heater issue.

What happens if I lose internet while updating a job?

Your changes are saved on your device and sync when you reconnect. This works on every plan, including Free. See Offline-first app.

Can I see jobs assigned to other technicians?

No. For privacy and focus, the mobile app shows only the jobs assigned to you. Dispatchers and owners can see all jobs on the web dashboard.

How do I reopen a completed job?

Only a dispatcher or owner can reopen a completed job from the web dashboard. Contact your dispatcher if you need to add information to a closed job.