Contacts (Mobile)
Overview
The Contacts section on mobile gives field technicians fast access to the customer information they need at the job site. It's not a full CRM contact view — it's a curated, mobile-optimized briefing. Everything a tech needs to interact professionally with a customer is one or two taps away.
For Technician-role users, the contact list is scoped to customers with jobs assigned to them. Admins and Dispatchers see the full contact directory.
Features
- Contact Card — Name, address, phone numbers, email, and a one-tap call or SMS button
- Job History — Chronological list of all past jobs at this location: date, service type, technician, status, and amount
- Notes — All notes left by previous technicians and office staff; add new notes directly from mobile
- Tags — Customer tags (VIP, Maintenance Plan, Needs Follow-Up) visible at the top of the card
- Directions — One-tap to open Apple Maps or Google Maps with the customer's address pre-loaded
- Search — Full-text search across name, address, phone, and tags
- Offline Access — Contact data for today's assigned jobs is pre-cached for offline use
One-Tap Actions
| Action | What It Does |
|---|---|
| 📞 Call | Opens native dialer with customer phone number |
| 💬 Text | Opens in-app conversation thread |
| 🗺️ Directions | Opens map app with address pre-loaded |
| ➕ Note | Opens note editor attached to this contact |
CRUD Reference
| Object | Create | Read | Update | Delete |
|---|---|---|---|---|
| Contact | — | ✅ | ✅ (notes, tags) | — |
| Job History Entry | — | ✅ | — | — |
| Contact Note | ✅ | ✅ | ✅ | ✅ |
| Contact Tag | — | ✅ | — | — |
| Outbound Call Log | ✅ | ✅ | — | — |
Notes
Contact creation and deletion are restricted to Admin and Dispatcher roles on mobile — Technicians can view and add notes but cannot create or delete contacts. Sensitive fields (billing info, contract details) are hidden from the Technician view. Changes made offline sync automatically when connectivity is restored; conflicts are flagged for Admin review.