Technician Mobile Workspace

Current V2 Crew navigation

The current V2 Crew workspace stays focused on four field destinations:

• Today - assigned work and the actions needed for the current route
• Truck - truck checks and field equipment context
• My pay - the signed-in teammate's own available pay context
• More - Schedule for the permitted dispatch date browser, plus

employee-safe records, account, notifications, offline storage, and app information

V2 crew-only members do not receive the customer Inbox or Phone destinations. Crew opens More > Schedule to browse another date; work-action context remains on the assigned job and Today surfaces. Customer messaging is limited to eligible Road roles. Crew also does not receive sales pipeline, commission administration, Red Line, or organization- pricing screens.

V1 six-tab technician workflow baseline

V1 uses the same six primary destinations as the rest of the Fusion mobile app, with field-safe information. This remains the required workflow baseline for parity work, but the controls below are not a claim that every destination is already present in the focused V2 Crew shell:

• Home - period-aware assigned jobs, route-ready stop counts, and performance pay when enabled
• Schedule - assigned stops, truck schedule, route, and directions
• Create - only the records or field events allowed by the role
• Inbox - dispatch notes and job communication
• Phone - administrator-approved call activity and company-line tools, or a clear access-off state
• More - assigned work records, account, notifications, offline storage, and app information

Crew leads and technicians do not receive sales pipeline, commission, Red Line, or organization-pricing screens in the V1 workspace either.

The field More catalog opens My Time & Pay, Availability & Time Off, Training & Certifications, and other employee-safe destinations. It does not inherit the owner Team directory, team timecard queue, or Review Timesheet approval screen. Those management records remain owner/manager only even when a field role can use its own Time Clock or My Pay page.

In the V1 six-tab baseline, the Phone tab never disappears or changes position. Crew and technician defaults do not include phone activity or company-line calling, so the tab normally explains that access is controlled by an administrator. If an owner grants View Phone Activity, the role can see only the permitted activity. Place Phone Calls is a separate permission: without it, the app omits Quick dial and callback actions and does not request a background Android voice token.

V1 Home, Jobs, and the Daily Truck Check

V1 parity reference: The Home dashboard, route-ready metrics, ETA flow, multi-truck runs, mobile truck/crew assignment, and directions described in this section remain V1 capabilities. They are not controls in the focused current V2 Crew workspace.

Home opens with assigned work for Today. Use Week, Month, Quarter, or Year to review the same field dashboard for another period. The blue summary and job section both follow the selected period, including their headings and empty-state explanation. Tap a job name to open the job page.

The route metric is based on actual assigned stops with an address or saved coordinates. It shows the stop count, or a ready count when some assigned jobs still need a usable location. The app does not estimate or invent route miles. Cancelled jobs are excluded. Completed and invoiced jobs remain visible when their scheduled date is inside the selected period, so the field history and scheduled revenue do not disappear after completion or billing.

While dispatch data is loading, Home says that assigned work is loading rather than showing a false empty day. If the request fails without cached data, Home shows Assigned work unavailable and a Retry action.

The separate Jobs workspace includes four daily preparation checks: tank, mix, ladder, and fuel. Each check is saved on that device for the signed-in user, organization, and local calendar date. The next assigned run is shown first, followed by the remaining stops for the day.

An assigned run includes the customer, service, time window, address, access details, and dispatch notes. Tap Start run or Continue run to open the job. Tap the directions action to hand the address to Google Maps.

Tap Send ETA before traveling. On the way is the default and does not invent an arrival time. When more detail is useful, choose 15, 30, 45, or 60 minutes. Clean Estimate sends the notice by SMS and email when those contact methods are available, records the communication, and moves the job to En route.

For a larger job assigned to multiple trucks, the job page shows one run per truck plus overall completed-truck progress. Your truck's checklist, proof, start time, finish time, and notes are independent. Starting or completing your run never changes another truck's run.

Owners and managers see Trucks & crew near the top of the mobile job page. Tap Assign, select every truck working the job, choose the crew, and save. Each selected truck receives an independent run; crew and technician accounts see the saved assignment without receiving dispatch editing access.

Only jobs assigned to the signed-in user or their active crew are returned to production roles. If the device is offline, the page keeps its field shell visible and offers refresh instead of showing another organization’s cached work.

V1 Schedule and Route

V1 parity reference: The time-positioned Day/Week calendar, route card, Maps handoff, and route-ready address workflow below are preserved V1 requirements. Current V2 More > Schedule is a focused one-day assigned- work browser without maps, directions, truck routing, or optimization.

Schedule shows assigned work on a time-positioned Day or Week calendar. Open hours remain visible, both views include hour guides, and today's calendar shows a current-time line. The route includes only physical jobs and onsite appointments; call, text, and virtual follow-ups remain visible but never become travel stops.

A stop is route-ready when it has a usable full service address or saved coordinates. Each technician job card shows the full address and whether travel details can open in Maps. Missing locations are labeled clearly so dispatch can correct the property instead of the app inventing distance or drive time. The route card reports the physical-stop and ready counts and uses an honest plain-language preview when live map data is unavailable. Tap a calendar card to open its job, or use Open route to continue to Maps with every ready physical stop in schedule order.

V1 Inbox

The production Inbox brings dispatch and crew notes into one list. A row shows the related customer and scheduled time when available. From the row you can open the job or start a call through the company phone system. The company line is the primary choice so the call stays tied to the customer and uses the business caller ID. Use device dialer instead remains an explicit outside-call option in the call sheet.

Current V2 Running an Assigned Job

Open a job and work through these steps:

1. Review the assigned work, checklist, and crew notes.
2. Tap Start Job when work begins.
3. Work through the recommended checklist items.
4. Add proof photos with Camera or Gallery when useful.
5. Tap Complete Job.

Current V2 saves checklist progress and notes for the assigned job and queues captured photos to organization-scoped private storage. A photo from another device loads through a short-lived authorized URL. If checklist items remain open, Complete Job asks the crew to confirm before closing the work; photos are useful proof but are not a completion prerequisite. A completed job keeps its completion state visible without reopening the execution controls. After a job is complete, checklist items cannot be added, changed, or unchecked. A sync retry of the same saved completion does not change who completed it or when.

Camera access for job photos (internal Android preview)

This approved recovery is included in the signed internal Android QA preview. If camera access is denied while adding a job photo, the preview shows Camera access is off and Allow camera access in your phone settings to take a job photo. Choose Cancel to close the message or Open settings to change the phone permission. Your current job and unsaved work remain in place. It is not generally distributed; no public Android or iOS release is confirmed.

Job notes

Crew members can already edit job notes on assigned jobs. Authorized office staff can edit the same crew-visible note from web job details. It is limited to 8,000 characters, for team coordination, and is not sent to the customer; see Managing Jobs.

Mobile job-note conflict review (internal Android preview)

New text in the internal Android preview's mobile Notes field is limited to 8,000 characters. An existing oversized draft remains available for correction; you can edit or remove text, but cannot add characters until it is within the 8,000-character limit.

The mobile conflict-review flow is available in the internal Android preview only; it is not part of the production mobile app. When a newer office or crew change arrives before an offline edit syncs, the app will keep both versions and ask you to review them. The review shows Your note and Current shared note. Choose Use current note to keep the latest shared version, or Save my note only after reviewing the difference. Choose Cancel to leave the review without choosing. If a newer change arrives while the review is open, the app checks again and asks you to review the new current note; it will not silently overwrite it.

The review uses Job notes need review with a Review action. For offline saving, sync, and conflict review, see Working Offline.

The internal preview also distinguishes two save failures. If saving fails before the note is added to the device queue, the alert says Note not saved and Your note is still in the Notes field. Try again. The text remains in the field for another attempt; it has not been queued. If an upload is rejected because the job's access changed, an on-device receipt retains the attempted note and the alert says This note could not be saved because job access changed. Your note is retained on this device. OK only dismisses that alert. A newer note edit suppresses the older warning without removing the retained note.

Holiday Lights Takedown Returns

A Holiday Lights takedown job assigned to your crew shows a Takedown section on its job page. Tap the Holiday lights returns card to open Takedown returns, a count sheet for what actually came back from the property.

What came back starts pre-filled with the job's expected rental items — the materials on the customer's accepted Holiday Lights option, the same quantities the crew checklist already uses. Loading that list needs a connection; if the device is offline or the load fails, the sheet opens the same way a job with no rental items would, rather than waiting or filling in placeholder items. A job with nothing recorded shows No rental items recorded for this job instead of an empty list.

For each item, use the - and + steppers to record how many actually came back. The screen totals Expected, Returned, and Shrinkage (expected minus returned, never negative) as you go, and an optional note covers broken strands, missing timers, or who did the count.

Tap Save returns to record the count. If your device has already synced a return sheet for this job — recorded by you or a teammate — that saved sheet always takes priority over the freshly loaded expected-items list, so reopening the screen never overwrites real counts with the original manifest. Saving works the same offline-first way as the rest of the crew workspace: the count is queued if you are offline and syncs once you reconnect.

Payments and Private Sales Data (V1 invoice boundary)

V1 crew leads can collect against an existing linked invoice when their role and workspace permissions allow it. Current V2 Crew has no invoice-collection route; required deposits are paid from the signed estimate portal.

A worker's own My Pay entry appears only when the organization has crew performance pay enabled and that worker's active membership uses the commission pay model. Hourly workers and workers in organizations where performance pay is disabled do not see the Home card, the My Pay tab's contents, or the My Pay screen through a direct link. Technician accounts do not receive sales-representative commission, pricing-floor, or organization pipeline data.

More

More contains the signed-in account, the employee's own time/pay workspace, notification preferences, offline and storage controls, and app information. Organization, team-directory, team-timecard approval, and pricing configuration stay in the owner and manager workspace.

Troubleshooting

• No jobs listed: confirm dispatch assigned the job to your user or active

crew, then pull down to refresh.

• V1 route stop is missing from Schedule: the V1 job address needs valid latitude and longitude; this route-and-directions workflow is not yet in current V2.
• Complete Job asks for confirmation: one or more recommended checklist items remain open; continue only when the work is actually finished.
• Photo upload fails: reconnect and retry, or choose the image from

Gallery. JPEG, PNG, and WebP files must be under 10 MB. If a prior job photo upload reached storage but its response was lost, retrying the same photo is safe. The app will not replace an already saved photo with different image bytes; add a new photo when the image itself has changed.

• Canvass reports Unauthorized: reopen Canvass after the saved session

refreshes. A stale queued visit no longer blocks the read-only workspace and will retry under the correct organization session.