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Technician Mobile App
Doug edited this page Jul 2, 2026
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Technicians get a dedicated mobile-first experience (no sidebar, card-based,
offline-aware). Users with a tech role are routed to it automatically; the
authoritative API/behavior contract lives in
docs/tech_mobile.md.
The home base: today's jobs, clock state, offline sync status, and quick actions — build a quote, create an invoice, close out a job.
- Jobs — card stack of assigned jobs; status updates (en-route → on-site → completed) with geo-tagged ETA/arrival, photo uploads, signature capture, and parts-needed requests from the field.
- Job close-out — a guided dialog: mark complete, capture photos and the customer signature.
- Quoting on the truck — Good/Better/Best quotes from preset services or custom lines. Pricing is office-enforced (techs can't override it); customer signs on the device, decline reasons are tracked.
- Invoicing on the truck — generate the invoice from the completed job + accepted quote and email it immediately, with an at-close financial summary.
- Timeclock — punch in/out; entries feed payroll and labor variance.
- Customers — directory and detail view with equipment history.
- Dispatch chat — a per-job message thread with the office, plus a dispatch view for techs with that permission.
- Day summary — end-of-day KPIs (jobs, hours, parts, invoices).
- Inventory — parts lookup and low-stock/parts-to-order visibility.
- Estimates & billing — mobile views of quotes and (read-only) invoices, permission-gated.
- Safety checklists — pre/post-job checks (sensor test, spring tension, cables, manual release, door balance, …) with optional photo + signature before close-out.
- Vehicle inspections — pre-trip / post-trip / fueling / ad-hoc, with odometer, fuel cost, photos, and issues found; fueling logs feed fleet cost tracking.
- Offline-first — an IndexedDB sync queue with idempotency keys, so field work survives dead spots.
- Push notifications — Web-Push subscriptions with a per-tenant fallback mode.
- First-login guided tour.
- Admin-controlled feature flags — the office can toggle mobile features per tenant (Admin → Tech Mobile Settings); the app reads its resolved settings (and tenant timezone) at mount.
- Jobs, Scheduling & Dispatch — the office side of the same workflow.
- Admin & Settings — mobile feature flags.