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How to Use the Mobile App for Field Check‑In and Team Setup

This article explains how to use the mobile app to check in and out on work orders, manage team access and roles for mobile use, and handle common mobile app troubleshooting items.

Check in / Check out using the mobile app

  • Technicians must use the mobile app to check in and out while onsite to capture geo-location data.
  • When a technician is traveling to a job, the app shows a Start Travel button. When the technician arrives onsite, the Start Travel button automatically changes to a Check-In button.
  • The technician must be physically onsite to check in. The app will not permit check-in if the user is not onsite.
  • After checking in, technicians follow the app prompts to complete the work order.

Taking photos on the mobile app

  • Technicians can take before-and-after photos from the mobile app.
  • When taking photos of reflective surfaces (for example, glass), reflections may affect the image; plan framing and angles accordingly.

Team setup and access for mobile use

  • Use dedicated team member accounts rather than sharing a single owner account when you want limited access:
    • If multiple users share one email/password, all users will have the same level of access as that account.
    • To give restricted mobile access, add employees as team members in your company profile and assign appropriate roles.
  • Roles for mobile-field users:
    • Field Force: Grants access to the Work Orders tab, the Proposals tab, and the Check-In button in the mobile app; displays the NTE (Not To Exceed) amount.
    • Field Force_HNT: Same limited access (Work Orders, Proposals, Check-In) but hides the NTE amount.
  • Assign Field Force or Field Force_HNT roles to employees who will use the app for check-in and check-out.

Typical workflow to prepare technicians for mobile check-ins

  1. Add each technician as a team member in the company profile and assign the Field Force or Field Force_HNT role.
  2. Provide each technician with their login credentials (email and password) for the mobile app.
  3. Instruct technicians to open the mobile app, travel to the job site, and wait for Start Travel to change to Check-In.
  4. Have technicians click Check-In and follow prompts to complete the work order, including taking before-and-after photos as required.

Troubleshooting tips

  • Unable to check in:
    • Confirm the technician is physically onsite. The app prevents check-in when the user is not onsite.
  • Photo quality issues on reflective surfaces:
    • Adjust angle, lighting, or framing to reduce reflections when capturing before-and-after photos.

Conclusion To use the mobile app effectively: add technicians as team members with the Field Force or Field Force_HNT role, have them log in with their assigned credentials, travel to the job so Start Travel becomes Check-In, then check in and complete the work order (including photos). Use Field Force_HNT when you want to hide NTE amounts from field users.