Technician Mobile App

Technician Mobile App

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.

Today screen (/mobile)

The home base: today's jobs, clock state, offline sync status, and quick actions — build a quote, create an invoice, close out a job.

"Today" is resolved in the device's local timezone, not the server's, so a tech's day starts and ends when theirs does. The list covers both scheduled appointments and jobs scheduled for today.

Below today's work, "When you're in the area" surfaces the tech's other assigned, still-open jobs that have no date on them — the ones that would otherwise be invisible until someone scheduled them. A tech with nothing booked today therefore still has a worklist rather than an empty screen.

What a tech can do

• Jobs — card stack of assigned jobs; tap any card to open the full job detail (customer, address, description, photos) and work the whole job from that screen: status updates (en-route → on-site → completed) with geo-tagged ETA/arrival, notes, parts used, photo uploads, signature capture, and parts-needed requests from the field.
• Job close-out — a guided dialog: mark complete, attest the hours worked (close-out ends the per-job labor timer; only attested hours are payable, and the office gate reviews them), confirm who was on site, flag whether a return visit is needed and why, jot free-text parts to order, and capture photos and the customer signature. For installs, the close-out picks the flat price from the price matrix.
• Close-out drafts the invoice — finishing a close-out autodrafts the invoice for the office's Ready-for-Billing review, so billing starts the moment the job ends (see Invoicing & Payments).
• 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; techs can add a customer and create a job from the phone without office round-trips.
• Door listings field capture — a photo-first screen for capturing a used/tradein door on site; submissions wait for office review before they publish (see Door Listings).
• Install specs — captured door specs show on the tech's install views as a by-size list (no pricing), so the right door goes on the right opening.
• Phone.com on the go — office roles get mobile views of recent calls, voicemail, and SMS threads (see Customers & Communications).
• 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 & compliance

• 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.

Behavior & controls

• Installable app (PWA) — the mobile surface installs to the home screen as a standalone app, and on Android it registers as a share target (share a photo from the camera roll straight into GDX). No app store involved.
• Offline-first — an IndexedDB sync queue with idempotency keys, so field work survives dead spots.
• Search — a search button on the mobile top bar opens the same global command palette as desktop Ctrl+K.
• Push notifications — Web-Push subscriptions with a per-tenant fallback mode; devices that granted permission but lost their subscription re-subscribe automatically. (Server side needs the VAPID_* keys — see Configuration Reference.)
• Office quick capture — office roles using the phone get a "+" button on the bottom nav for jotting call notes into the planner (hidden for technicians).
• 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.

See also

• Jobs, Scheduling & Dispatch — the office side of the same workflow.
• Admin & Settings — mobile feature flags.