Mobile app

The iPhone and iPad app techs use in the field.

23 articles
Jobs10 / 10
Managing jobs on mobile
What a tech sees, taps, and updates on a job.
Using the time clock on mobile
Clock in and out, take breaks, and track time between jobs; job time is tracked from the job buttons.
Closing jobs from the mobile app
Complete the job, generate the invoice, and send it or collect payment and a signature.
Tagging a job from the field
Techs put the office's tags on a job from the mobile app — one tap, saved on the spot.
Requesting parts from the field
Ask the office to order what isn't on the truck — it lands as a purchase order to approve.
Flagging an opportunity for the estimator
Hand a replacement lead to the office in fifteen seconds, without leaving the job.
Logging refrigerant on mobile
Log refrigerant added, recovered, and leaks on the unit itself, right from the job.
Booking a job for yourself from the app
On-call techs create a job for themselves from My Jobs — customer, problem, now or a time — and it lands on their board already assigned.
Parts run and On hold
Step away from a job in progress to fetch a part, or park it while a part is on order, without changing the job status.
Logging expenses from the app
Snap a receipt, let the app read it, and tie the cost to a job or send it for reimbursement.
Estimates, invoices & payments4 / 4
Building and presenting estimates on mobile
Build Good/Better/Best options on site, hand over the phone, and get the customer's approval and signature.
Creating and sending invoices on mobile
Generate the invoice from the finished job, then email it or collect payment on the spot.
Taking payments on mobile
Record cash, check, Zelle, or card payments on site, split them, and get the customer's signature.
Adding parts and labor on mobile
Search the pricebook, add items and custom lines, and adjust a line's quantity or price.
Calls & messages3 / 3
Texting customers from the app
Text any customer from your company's business number, right from a job or Conversations.
Calling customers from the app
Call from your company's business line inside the app, or from your own phone, with one tap.
Team chat in the mobile app
Direct messages and group chats with your crew, with photos, voice notes, and @mentions.
General6 / 6
Installing the Run a Call app on iPhone & iPad
Install from the App Store, sign in with your invitation, and allow the permissions the app needs.
Installing the Run a Call app on Android
Install from Google Play, sign in with your invitation, and allow the permissions the app needs.
Working offline in the mobile app
What's saved on your phone, what works without signal, and how changes sync when you reconnect.
Taking photos and video on mobile
Add photos and video to a job, tag them Before, After, Data Plate, Damage, or Other, and add a description.
Requesting time off from the app
Techs request vacation, sick days, and training from their phone; the office approves it.
The team leaderboard
Turn on tech standings, pick what they're ranked by, and decide whether dollars are visible.