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Technician daily workflow

This tutorial walks you through a typical day as a technician using FSM Navigator — from checking your schedule in the morning to completing your last job.

Step 1: Review your schedule

Start your day by checking which jobs are assigned to you. You can do this from the mobile app or the web dashboard.

Open the FSM Navigator app. Your home screen shows today's jobs sorted by scheduled time. Each job card displays:

  • Customer name and location
  • Job priority (Low, Medium, High, or Urgent)
  • SLA countdown timer
  • Scheduled start time

Log in and open the Technician Dashboard. Your assigned jobs appear in a list with an interactive map view. Use the date picker to look ahead at tomorrow's schedule.

Plan ahead

Check your schedule the night before so you can plan the most efficient route between job sites.

Step 2: Navigate to the job site

When you are ready to head to your first job:

  1. Tap the job card to open its details.
  2. Tap Navigate to open directions in your maps app.
  3. FSM Navigator uses traffic-aware routing to find the fastest path (Pro+).
  4. The estimated arrival time is displayed at the top of the screen.

Navigation

On mobile, directions open in your device's default maps app. The dispatcher can also see your estimated arrival time.

Step 3: Start the job

When you arrive at the customer site:

  1. Open the job in the app.
  2. Tap Start Job.
  3. The job status changes to In Progress.

Once you start the job:

  • The SLA timer begins actively counting down.
  • Your dispatcher sees your real-time status update.
  • Time tracking starts automatically (Pro+).

Start on arrival

Always tap Start Job when you arrive — not before. Accurate start times help your company track performance and meet SLA commitments.

Step 4: Document your work

While on site, use FSM Navigator to capture everything about the job.

Photos

Take before-and-after photos directly from the job screen (Pro+). You can attach up to 10 photos per job. Photos help resolve disputes and provide a clear record of the work performed.

Notes

Tap Add Notes to describe what you did, what you found, and any recommendations for follow-up work. Be specific — your notes may appear on the customer's invoice.

Parts used

If you use parts from your van stock, log them in the Parts section of the job (Enterprise). This keeps inventory counts accurate and ensures the customer is billed correctly.

Step 5: Complete the job

When the work is finished:

  1. Tap Complete Job.
  2. The SLA timer stops and the job moves to Completed status.
  3. Your dispatcher and company owner receive an automatic notification.

Step 6: Move to the next job

After completing a job, your schedule automatically advances to the next assignment. Tap Navigate on the next job card to get directions.

If your company uses auto-assignment (Pro+), new jobs may appear on your schedule during the day as dispatchers assign incoming work.

Handling special situations

Job on hold

If you need to pause work — for example, while waiting for parts or customer approval:

  1. Open the job and tap Update Status.
  2. Select On Hold.
  3. The SLA timer pauses until you resume.
  4. Add a note explaining why the job is on hold.

Cannot access the site

If you arrive and cannot access the job site:

  1. Add a note to the job describing the situation.
  2. Contact your dispatcher using the job chat feature — tap the chat icon inside the job.
  3. Your dispatcher can reschedule or reassign the job.

Working offline (Pro)

If you lose internet connectivity, FSM Navigator continues to work:

  • You can view job details, update statuses, add notes, and take photos.
  • All changes are saved locally on your device.
  • When connectivity returns, changes sync automatically to the server.

Offline sync

A sync indicator appears at the top of the app when you are offline. You do not need to take any manual action — syncing happens automatically in the background.

Tips for technicians

Best practices

  • Update job status in real time — It helps dispatchers manage the schedule and improves SLA tracking.
  • Take before-and-after photos for every job — They protect you and your company against disputes.
  • Check your schedule the night before — Plan your route so you spend less time driving between sites.
  • Keep your van stock updated — Accurate inventory lets dispatchers know which parts you have on hand.
  • Use job chat for quick questions — It keeps all communication tied to the job for easy reference.

Frequently asked questions

What happens if I lose internet during a job?

If your company has the Pro plan or higher with offline mode enabled, you can continue working normally. Your changes are saved locally and sync automatically when connectivity returns. On the Free plan, you will need internet access to update job statuses.

Can I see tomorrow's schedule today?

Yes. On the mobile app, swipe to the next day or tap the date selector. On the web dashboard, use the date picker to view any upcoming day.

How do I request more parts?

Open the job chat and send a message to your dispatcher describing the parts you need. Your dispatcher can arrange for parts to be delivered or schedule a follow-up visit.

Can I reject or swap a job assignment?

You cannot reject a job directly. If you have a conflict or concern, contact your dispatcher through job chat. They can reassign the job to another technician.