Managing jobs on mobile

My Jobs is the home screen for field techs on the mobile app. It shows today's and tomorrow's appointments, in the order the dispatch board scheduled them.

What the My Jobs list shows

Each appointment card:

Field	What it shows
Customer name + address	Who you're visiting.
Job type	Service, Maintenance, Installation, Estimate, Callback.
Scheduled time window	Your appointment slot.
Your role on this appointment	Lead or Helper (more on this below).
Status	Scheduled, En Route, In Progress, Completed.

Tap any card to open the job's full detail page.

Lead vs Helper roles

A single job can have multiple techs assigned to the same appointment:

Role	What it does
Lead	Runs the job. Their actions drive the job's main status.
Helper	A secondary tech on the crew. Has their own time clock that tracks helper hours separately.

Note

If you're the Lead, your status changes (En Route → In Progress → Completed) flip the job itself. If you're a Helper, your status only affects your own time log on this appointment.

Job detail page

Opening a job shows everything a tech needs:

Section	Contents
Customer info	Name, phone, address, prior notes.
Equipment	What's installed at the property, history.
Line items	The scope from the estimate (or the empty list to fill in).
Checklists	Anything the office added that you need to complete.
Notes	Internal and customer-facing.
Your crew	Who else is on this job, with their roles.
Photos	Taken so far.
Signature	If collected.

What you can do from the job page

Action	What it does
Update job status	On my way, Arrived, Mark done.
Add notes	Internal or customer-facing.
Take photos	Before, after, data plate, damage, other.
Build / edit the estimate	If scope changes.
Build the invoice	At job close.
Click-to-dial	Call the customer.
Send an SMS	Text the customer.

Filtering My Jobs

By default you see today + tomorrow. To see further out:

Toggle to Week view (if available).
Or use the date picker.

For past jobs you completed, switch to History.