Technician Guide

Quick version: When you log in, your assigned jobs are on the My Jobs page. Tap a job to see the details, then use the status buttons to move through your day: On My Way > Start Job > Complete.

This guide is for technicians (field techs, installers, helpers). If you are the business owner or office admin, see Roles and Permissions instead.

Getting started

You will get an email invitation from your company.
Click the link in the email.
Create your Fieldkit account (or log in if you already have one).
You are now on the team and can see your assigned jobs.

Your daily view

When you log in, you land on the My Jobs page. This shows jobs assigned to you, filtered by:

Today -- jobs scheduled for today (the default view).
This Week -- everything through Sunday.
Upcoming -- jobs scheduled beyond this week.
Completed -- jobs you have finished.
All -- every job assigned to you.

Each job card shows the job number, title, customer name, scheduled date and time, address, and current status.

Working a job

Jobs move through these statuses in order:

1. Scheduled

The job is on your calendar but you have not headed out yet. When you are ready to leave, tap On My Way.

2. On My Way

This tells the office you are headed to the job site. If your company has "On My Way" texts turned on, the customer will automatically get a text message letting them know you are coming.

When you arrive, tap Start Job.

3. In Progress

The clock is now running. Fieldkit automatically starts tracking your time on this job. Do your work.

When the job is done, tap Complete.

4. Complete

The job is finished. Your time entry is automatically closed and saved. If your company allows it, you may see a Create Invoice button to generate the invoice on the spot.

Calling the customer

Every job card has a Call button. Tap it to call the customer directly from your phone. The customer's phone number comes from the job details -- you do not need to look it up.

Getting directions

Tap the Navigate button on any job card (or tap the address) to open Google Maps with turn-by-turn directions to the job site.

Logging time

Time is tracked automatically when you start and complete a job. You do not need to do anything extra.

If you need to add time manually (for example, you forgot to tap Start Job), you can add a time entry from the job detail page. Manual time entries from technicians go to your Admin for approval before they count.

You can view your time entries on the Timesheet page.

Location tracking

When you tap On My Way, Start Job, or Complete, Fieldkit may ask for your location. This is used to record where status changes happen (for your company's records). You can allow or deny the request -- it will not stop you from updating the job.

Tips

Check My Jobs first thing in the morning to see your schedule.
Tap On My Way when you actually leave, not before. The customer gets a text based on this.
If you start a job but need to leave and come back, do not tap Complete until the work is truly done.
If you are running late, call the customer directly from the job card.
Your admin controls whether you can see pricing information. If you need to see prices on-site, ask them to turn on financial visibility for your account.