Field app daily work for technicians

This guide shows you how to review an assigned booking, record progress, and submit completed work to the server.

For installation, sign-in, access, and connection help, see Use the ATOM field app.

#Review assigned work

Today opens first. It shows the selected day's visits on a timeline, with the visit to act on now in Next up. Select a day in the week strip to see that day's visits. If you move to another week, select Back to today to return.

Needs closeout on Today counts earlier visits that are still open. Select it to open Jobs filtered to Overdue. If the count ends in +, the app reached its loading limit and more overdue visits may exist.

Jobs lists your work under four filters:

• Overdue: open visits scheduled before today.
• Upcoming: open visits from today on.
• Unscheduled: open visits with no booked time. Owners and office users also see jobs that have no visit yet.
• Done: finished, cancelled, no-show, and tenant-unavailable visits.

Search Jobs by title, address, or customer.

Times show in the property's time zone. If your device is in another zone, the time shows the zone name, for example 12:00 pm AEDT. Dates outside the current year include the year.

Each visit shows its status:

• Proposed: waiting for office confirmation.
• Booked: scheduled, not started.
• On my way: you marked yourself on the way.
• On site: you started the visit.
• Done: you submitted the closeout. If you submitted it offline, it sends after you reconnect; see Check that the office received the work.
• No-show or Tenant unavailable: the visit could not go ahead.
• Cancelled: the office cancelled the visit.

If a list has no local data while offline, You're offline shows. Reconnect and select Retry now. If only part of a list loaded, a notice names the missing part and offers Retry now.

#Open the booking

Select a visit to open it. The status, customer, and address show at the top, with three tabs:

• Details: the property address and access notes, Directions and Share ETA, tenant or agency contacts when your access permits them, the linked work order with its files, and quoted line items. Share ETA needs foreground location permission and an assigned field account.
• Activity: job notes shared with the office and the visit's activity feed. An unsent note stays in place when you switch tabs.
• Photos: photos and files attached to this visit's entries.

The visit's next step shows in the action bar at the bottom of the screen. A visit assigned to someone else says Assigned to <name>. View only. and has no action bar.

Open work-order attachments only when you are authorised to view the customer information they contain.

#Record travel and arrival

The action bar offers one next step for the visit's status:

1. For a Booked visit, select On my way. The status changes to On my way. 2. For an On my way visit, select Start visit. The status changes to On site. 3. For an On site visit, select Finish visit.

These changes apply on the device at once, so they work offline, and send to the office when the app reconnects. A status that changes on screen is not yet proof that the office has it. If the office rejects one, for example because the job is on hold, the visit returns to its earlier status and shows Couldn't mark you on your way. Try again. or Couldn't start the visit. Try again.

If the visit cannot go ahead, select Can't complete on an active visit. Choose Tenant unavailable or No-show, write a Note for the office, and select Record tenant unavailable or Record no-show. The note is required for both. Tenant unavailable also records that a follow-up is needed.

#Add a progress update

Most visits need only a closeout. To keep your work without submitting it, open Finish visit and select Save progress. That keeps a draft on this device and closes the sheet; it does not send anything to the office.

An older progress draft opens as Add progress. Enter the update in Visit details and select Send update.

If you close a sheet before submitting, use the Outbox on Today or Jobs to resume the draft. If the visit closed before you sent the draft, the sheet shows Notes saved on this device weren't sent with your notes. Copy anything you need, then select Discard notes to clear the draft and its Outbox entry.

When you submit offline, ATOM shows Saved on this device. The change sends automatically after reconnection. Keep the form until the server accepts it. If the server rejects the update, ATOM leaves the values in place so you can correct and retry them.

#Add photos, receipts, files, and signatures

Photos come first in Finish visit. You can add them before you write anything.

Choose a photo type under the photos: Work photo, Receipt, or Signature when the booking requires a sign-off. On the phone app, select Take photo or Library. On the browser app, select Add photos.

Each photo shows as a tile. Uploading… turns into the photo once it is saved. A tile marked Failed has a Retry button; reconnect and select it on the same device, which keeps the file for the retry. If the upload fails with no connection, the step says Couldn't reach the server. Check your connection, then add the photo again.

#Synced attachments and pending uploads

You can view work-order files but cannot change them here. Photos, receipts, and signatures attach to the closeout. The field app does not provide a separate file manager.

#Finish the visit

Select Finish visit on an On site visit. The sheet has three steps:

1. Photos: add work photos and receipts. 2. What did you do?: describe the work in Visit details. The Replaced part, Tested OK, and Needs follow-up chips add a sentence you can edit; Needs follow-up also marks the visit for a follow-up. Minutes on site defaults to the time since you started; enter a number to change it. 3. Materials: select Add material for each part, with a quantity and unit price. The total is the quantity times the unit price.

If the booking requires a signature, add a Signature photo and enter Signer name.

Select Submit closeout. Until Visit details has text, the button stays disabled and says Add what you did to submit. If you select Cancel with unsaved notes, ATOM asks Discard your notes?. Photos you already added stay with the visit either way.

The server accepts a closeout only when all closeout rules pass. A required signature must already exist as a saved signature photo. The visit shows Done as soon as you submit, even offline. When the server accepts the closeout, the sheet closes automatically. If the server rejects it, the sheet keeps your values so you can fix them and submit again.

If the office returns the closeout, the visit shows Closeout returned for correction with the office's note, and Finish visit shows it as Returned by the office. Fix what the note asks and submit again. The earlier returned closeout stays in the history.

#Notes and materials

Visit details stores the technician's note. Material rows record a description, quantity, and unit price.

#Submission history

On a Done visit, View closeout shows the submitted closeout read-only: its photos, what was done, minutes on site, and materials. If a photo never reached the office, it is listed above the closeout as not saved yet, with Retry.

On a closed visit, the Photos tab button reads Check photo uploads instead of Add photos. If you added photos for a closeout you never submitted, it shows them as not on the visit yet. Select Save photos to the visit so the office can see them.

#Check that the office received the work

Before you leave the booking, confirm all of these conditions:

• No photo tile shows Uploading… or Failed.
• View closeout lists your photos, and no photo shows as not saved yet.
• If you submitted the closeout offline, reconnect and keep the submission sheet open until the server accepts it and the sheet closes automatically. Reconnecting, Done, and View closeout alone do not confirm that the office received it.

Saved on this device confirms only local acceptance. It does not confirm that the office has received the change.

#Handle changed bookings and errors

• If This booking changed appears, compare the draft's status and scheduled time with the current booking. Select Keep editing or Discard draft.
• If the app reports that a finish cannot be submitted because the booking status changed, return to the booking and review its current status.
• If the screen is offline with no local result, reconnect and select Retry now.
• If a photo tile shows Failed and offers Retry, retry it from the same device. That device stores the file needed for the retry.
• If the booking is read-only, confirm that you have field access and that you are assigned to the booking.

#End the day

1. Review Outbox for unsubmitted drafts. 2. Open each visit you finished and check View closeout. 3. Confirm that required uploads are synced. 4. Sign out from Me if another person will use the device.