If you work in the field, your day starts on Today. It shows your next steps, today's stops and the clock. My Visits lists your assigned visits day by day.
Start your day
- Open Today to see today's stops, in order.
- Tap a stop to open the job: address, drawing, notes and photos.
- Tap On my way when you leave. The office sees you en route and the customer can be told.
- Tap Arrived when you get there, and Done when the visit is finished.
- Clock in from Today when you start work, and Clock out when you finish.
On the job
Open a job to add what you did.
- Photo adds photos to the job.
- Punch adds something that needs fixing.
- Save entry files a daily log.
When the office changes your day
You get a push when a stop moves or your crew changes. Open it and tap Got it so the office knows you have seen it.
If you have no stops
Today says so plainly. If it says no jobs are assigned, ask the office to add you to the crew.
Pro tip: Take before and after photos at every visit. They settle questions months later.