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¶
- Tap the Jobs tab in the bottom navigation.
- You see a list of all jobs assigned to you, sorted by scheduled date.
- Use the filter chips at the top to narrow by status: All, Pending, Assigned, In Progress, or Completed.
- 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. |
Navigate to the job site¶
- Open a job from your list.
- Tap the Navigate button next to the customer address.
- 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.
- Open the job detail screen.
- Tap the Status button at the bottom.
- 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.
Add notes¶
- Open the job and scroll to the Notes section.
- Tap Add Note.
- Type your message — for example, "Replaced capacitor on compressor unit."
- 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.
- Open the job and tap the Photos section.
- Tap Take Photo to use your camera, or Choose from Library to attach an existing image.
- Add an optional caption describing the photo.
- 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.
- Open the job and tap the Parts section.
- Tap Add Part.
- Search for the part by name or scan its barcode.
- Enter the quantity used.
- 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.
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?
If you have a Pro plan or higher with offline mode enabled, your changes are saved locally and sync when you reconnect. On the Free plan, changes require an active connection. See Offline mode.
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.
Related guides¶
- Creating jobs (web) — Full guide to creating jobs from the web dashboard.
- Job statuses & workflow — Understand the complete job lifecycle.
- Job images — Learn more about photo documentation.
- Job parts — Detailed guide to parts tracking on jobs.
- Getting started with the mobile app — Installation and first login.