Projects (Mobile)
Overview
The Projects section on mobile is the primary workspace for field technicians. When a tech arrives at a job, everything they need is in one place: the full scope of work, the estimate, any prior notes from the dispatcher or previous visits, and the tools to document what they did.
Status updates made from mobile sync instantly to the CRM — dispatchers and customers see job progress in real time.
Features
- Assigned Job List — All jobs assigned to the logged-in technician, filterable by date and status
- Job Detail View — Full job details: customer, address, service description, scope of work, time window, special instructions
- Status Updates — Move the job through the 6-stage pipeline directly from mobile: Scheduled → Preparing → On the Way → Arrived → Work in Progress → Job Complete
- GPS Check-In — Logs arrival with a timestamp and GPS coordinate; one-tap from the job detail view
- Notes — Add job notes; notes are immediately visible to the dispatcher and customer service team
- Photo Capture — Attach photos and video to the job record; see Field Capture
- Estimate View — Read-only view of the approved estimate and line items for the current job
- Signature Capture — Collect customer signature on job completion; stored as a PDF attachment
Job Status Pipeline
| Status | Who Sets It | Customer Visibility |
|---|---|---|
| Scheduled | Dispatcher (CRM) | ✅ Shown in portal |
| Preparing | Technician (mobile) | ✅ Shown in portal |
| On the Way | Technician (mobile) | ✅ Triggers GPS tracker |
| Arrived | Technician (GPS check-in) | ✅ Shown in portal |
| Work in Progress | Technician (mobile) | ✅ Shown in portal |
| Job Complete | Technician (mobile) | ✅ Triggers review request |
CRUD Reference
| Object | Create | Read | Update | Delete |
|---|---|---|---|---|
| Job | — | ✅ | ✅ (status, notes) | — |
| Job Note | ✅ | ✅ | ✅ | ✅ |
| Job Photo | ✅ | ✅ | — | ✅ |
| GPS Check-In | ✅ | ✅ | — | — |
| Signature | ✅ | ✅ | — | — |
Notes
Only jobs assigned to the logged-in technician are visible in the mobile Projects view — this is enforced server-side, not just in the UI. Job creation and deletion are Admin/Dispatcher-only actions. Setting a job to "Job Complete" triggers a post-job automation sequence if configured; technicians cannot suppress this trigger.