Field app daily work for technicians

Sign in to the ATOM field app, work an assigned booking from review to closeout, and upload supporting photos and receipts.

This guide shows you how to use the ATOM field app for one day of assigned work, from sign-in to a saved closeout with photos attached.

Use it the first time you sign in to the field app, and as a reference when a booking gets stuck offline or an upload fails. The examples use the docs-demo seed tenant, H&R Maintenance Docs Demo, and the technician Emma Wilson.

The booking used in this guide is Kitchen sink leak assessment at 18 George Street, Unit 4B, Sydney NSW 2000. The seeded booking is in the proposed state so the field app can show Start visit and you can submit progress and a closeout against it.

Open the field app. If you have not signed in before, the app routes you to Sign in.

Action: enter emma.w@example.com in Email or phone.
Action: enter changeme123 in Password.
Action: select Sign in.
You see next: the Assigned work tab for Emma Wilson.

The field app keeps the session signed in until you sign out. Re-open the app on the same device to return to Assigned work without re-entering credentials.

If the workspace banner on the Account tab does not say H&R Maintenance Docs Demo, sign out and sign in again. The field app refuses to load assigned work when the account is not a member of the workspace.

Read the inline notice below the form when sign in fails. The field app surfaces these states:

Sign-in didn't work: the email or password did not match. Re-enter both fields and try again.
Too many attempts: sign in is rate limited. Wait until the countdown finishes; the submit button shows the remaining time.
Verify your email: the account exists but the email is not verified. Open the verification email for this account, then try again.
Two-factor authentication: enter the 6-digit code from your authenticator app, or use a backup code. Use Use a different account to go back to the email and password form.
No active workspace: the account is not linked to an active workspace. Contact support@atomworks.app to restore workspace access.

The field app stores the saved backup codes on first MFA setup. Save them before you select I've saved these codes. Each backup code only works once.

#Review assigned work

Assigned work is the first tab when you sign in. The screen header reads Assigned work and shows two counts under it, for example 1 upcoming, 0 completed.

Bookings group into two sections:

Upcoming work: bookings with status proposed, booked, in route, or in progress.
Previous work: bookings with status done, cancelled, or no show.

Each booking card shows:

The scheduled date and time, in your device locale.
The property address.
A status pill, such as proposed, booked, or in route.
The visit type, Work visit or Quote visit, in the footer.

Select the row labelled Thu, 4 Feb, 9:00 AM with property 18 George Street, Unit 4B, Sydney NSW 2000 to open the Kitchen sink leak assessment booking.

#States on the assigned work screen

Assigned work can show four non-list states. Read the heading on the card before you decide to retry.

Loading assigned work…: data is still syncing for the first time. Wait for the list to appear; this is not an error.
You're offline: the device has lost the sync connection. Tap Retry now after you reconnect. Assigned work returns when the app reconnects.
Retrying assigned work…: the field app is retrying in the background after a transient sync failure. Use Retry now if the list does not return.
We couldn't load your bookings: the sync errored. Tap Retry now or check your connection.
All clear for now: no bookings are assigned. New bookings appear here once your coordinator schedules them.

The retry surface preserves the original sign-in. You do not need to sign in again to retry the list.

If you are signed out, Assigned work shows Sign in required with a Sign in button. Selecting it opens the sign-in screen with the form fields you used above.

#Open a booking

Select the Kitchen sink leak assessment row in Upcoming work. The field app opens the booking detail screen.

The detail header shows:

The visit type as an eyebrow, Work visit or Quote visit.
The booking title, Kitchen sink leak assessment.
A status pill, such as proposed.
The scheduled timestamp underneath, for example Scheduled Thu, 4 Feb, 9:00 AM.

The body has five sections in this order:

1. Booking details 2. Property 3. Work orders 4. Quoted line items 5. Activity feed

Use this screen as the source of truth for the visit. Do not start any field action from a tab that still shows the previous booking.

#Booking details section

Booking details lists the same three values from the header: Status, Visit type, and Scheduled. It also exposes the field actions.

Select Start visit when you arrive on site. The button is enabled when the booking status is proposed, booked, or in route and your account can write field data.
If the start fails, Couldn't start visit. Try again. appears below the action. Tap Start visit again after you confirm the connection.
Select Add progress / complete (or View submission flow for completed bookings) to open the submission screen. Use the submission screen for notes, materials, photos, and the final closeout.

If your account is read-only, this section shows Read-only — no field actions available. and Read-only account. Visit starts and submissions require a technician or contractor role. Ask a coordinator to reassign the booking to a writeable account.

#Property section

Property shows the booking address as its first line.

Select Directions to open the native maps app with directions to the address. The button is disabled and labelled No address when the booking has no address.
Select ETA to ask the field app to estimate travel time from your current location. The first use requests location permission. Approve While Using (or equivalent) so the app can read the device location.

After the ETA returns, the card shows:

Approx. <minutes> min, arrives <time>: the estimated drive time and arrival time.
Gap vs booking start: <minutes> min: how far the arrival sits from the scheduled start. The line turns warning-coloured when the gap crosses the configured threshold.

Error messages appear under the buttons:

Location permission denied.: open device settings and grant location permission, then try ETA again.
ETA unavailable — destination address is missing.: the booking address is empty. Use the work order or message your coordinator to fix the address.
Couldn't calculate ETA.: the server could not return an ETA. Try again from the same screen.

Directions and ETA available once the address syncs. appears when the booking record has not loaded its address yet. Wait for the sync to finish and try again.

Read the rest of the page before you start work:

Work orders lists each linked work order with its title, description, and any attachments. Select an attachment to open it in the device's default viewer. If the section says No work orders yet — they'll appear here once the coordinator assigns them., message your coordinator before you start.
Quoted line items shows the line items copied from the linked quote. Each row shows description, type, and Qty. If the section says No quoted items for this work yet., check with your coordinator about materials before you buy parts.
Activity feed shows recent notes and events for the booking. Read this section for context from the office team and prior visits.

#States on the booking detail screen

The booking detail screen can show the same loading, offline, retry, and not-found states as the assigned-work list.

Loading booking: the booking record is still syncing.
You're offline: the device has lost the sync connection. Reconnect, then tap Retry now.
Retrying booking details or Loading booking details: sync is retrying or reconnecting. Use Retry now if the booking does not load.
Couldn't load booking: tap Retry now or check your connection. The retry error appears below the button when retry itself fails.
Booking not found: the booking link is stale or the record is no longer available. Select Back to work to return to Assigned work.
Sign in to view booking details.: sign in again from the placeholder, then re-open the booking.

#Start the visit

When you arrive on site, open the booking and select Start visit in Booking details. The label switches to Starting visit… while the field app records the start.

The status pill above updates from proposed (or booked / in route) to in progress. From this point, the Start visit button is hidden — the booking has already started.

If you tapped Start visit early or to the wrong booking, ask your coordinator to reset the booking status. The field app does not undo a started visit on its own.

#Add progress entries

Select Add progress / complete in Booking details to open the submission screen. The header reads Add progress with the visit type as the eyebrow.

The submission screen has three cards in order:

1. Entry details — the form for what you did and what you used. 2. Recent field submissions — the list of saved submissions for this booking. 3. Submission media — photo capture and attachment status.

Use a Progress entry whenever you finish a step and want it recorded, even if the visit is not done. Save progress for parts you ordered, access issues, or hold points.

In Entry details:

Confirm the Progress segmented option is selected.
Enter what you did and any next steps in Visit details. The field placeholder reads Describe what was done, what was found, and any next steps. The field is required.
Select Add material / cost for each part or consumable you used. Enter Material description, Qty, Unit cost, and Total cost. Use Remove material if you added the wrong line.
Select Save progress to submit. The button shows Submitting… while the field app saves the entry.

After save, the Recent field submissions card shows the new submission as Progress • Work visit with 0 files. Each card uses the description you typed as the body. Tap the new card to make it the target for photo upload.

If the save fails, the form keeps your text and material rows so you can retry. Confirm the device is online before pressing Save progress again.

#Complete the visit

When the work is finished on site, save a Closeout entry. The closeout is the final summary the office team reads, so include the work outcome, parts used, and any follow-up.

In Entry details:

Select Closeout in the segmented control. The submit button label changes to Submit closeout.
Use Visit details for the closeout summary. The field is required.
Add the materials you used in Materials / costs (optional). Materials are optional but the office uses them for invoicing.
Select Submit closeout. The button label switches to Submitting… until the save completes.

After the closeout saves:

The submission appears in Recent field submissions as Closeout • Work visit.
The submission screen automatically selects the new submission so the media card is ready for closeout photos.
The booking detail header continues to show in progress until your coordinator marks the booking done. The field app does not change the booking status from the submission screen.

You can submit more than one progress entry and one closeout per booking. Open a previous submission from Recent field submissions to attach more photos to it later.

#Add notes and materials

Visit details is the notes field for both progress and closeout entries. Type plain-text notes. The field is multiline and shows the placeholder Describe what was done, what was found, and any next steps. until you type.

Materials / costs (optional) is the cost ledger for the visit. When you select Add material / cost, a new row appears with these fields:

Material description: a short label, for example Sensor light replacement or Plumber's putty.
Qty: the number used. Decimal values are allowed.
Unit cost: the cost per unit. Decimal values are allowed.
Total cost: the line total. The field accepts a decimal if you prefer to enter it directly.

Empty material lines are dropped when you submit. Use Remove material to delete a row before submit if it was added by mistake. You can attach receipt photos in the next section, even after the entry is saved.

#Read prior submissions

Recent field submissions lists every saved submission for the booking, newest first. Each row shows:

Progress • Work visit or Closeout • Work visit (or Quote visit) as the title.
The notes you saved.
A pill with the attachment count, for example 2 files (green) or 0 files (neutral).
A footer line that repeats Attachments: <count>.

Select a submission row to make it the target for new photos. The selected card outlines in tarmac. The Submission media card shows the photo controls only when a submission is selected.

If the booking has no submissions yet, the card shows No submissions yet. Add media after creating one.

#Add photos and receipts

Submission media is the photo and attachment surface for the selected submission. The card text reads Save a progress entry or closeout first, then you can attach photos here. until you save and select a submission.

Choose the photo type before you capture:

Progress: photos taken during the visit.
Completion: photos taken at the end of the work. Closeout submissions default to Completion.
Receipt: photos of receipts for parts and materials.

The capture controls differ by device:

On Android and iOS, select Open camera (or Capture receipt photo when the type is Receipt) to use the in-app camera. Select Choose existing photo (or Choose receipt photo) to pick from the device library.
On web, select Take photo to use the device camera, or Choose existing photo to upload from disk. The helper line reads Uses your phone's camera or gallery.

After capture, the app uploads the photo and adds it to the submission. While the upload runs, the buttons show Uploading… and are disabled.

If the camera fails to capture or upload, the card shows the error as a soft red panel, for example Couldn't upload the photo. Try again. Tap the button again after the error clears.

#Synced attachments and pending uploads

The bottom of Submission media shows two short lists:

Synced attachments lists each photo or file already saved to the booking submission. Tap a row to open the file with the device's default viewer. If the list is empty, the helper line reads No photos yet. Tap above to capture or choose one.
Pending uploads lists in-progress uploads with their status and category, for example IMG_0001.jpg — UPLOADING (after). When all uploads finish, the helper line reads All uploads complete.

If a pending upload is marked FAILED, a Retry upload button appears next to the row. Tap it to retry. The button shows Retrying… while the retry runs, and turns into Couldn't retry the upload. Try again. if the retry itself fails.

Pending uploads survive a screen close because the field app keeps the local file. Sign back in to the same device to retry them.

#Read-only and offline behaviour

The field app keeps your data safe even when the connection drops:

Submission placeholder: when your account is read-only, the screen shows Read-only account. Submissions require a technician or contractor role. Ask a coordinator for the correct role before working a booking.
You're offline on Submission: the placeholder reads Submission details will appear when the app reconnects. Reconnect, then tap Retry now.
Loading submission and Retrying submission: the field app is loading or retrying. Wait, or tap Retry now if the screen does not return.
Couldn't load submission: tap Retry now to refetch the booking and submissions.
Booking not found on Submission: select Back to work to return to Assigned work and pick another booking.
No booking ID provided: open the booking from Assigned work instead of from a shortcut that lost the booking id.

Do not enter real customer details in the docs-demo workspace. The seed data is public-safe. Real customer photos belong to the live workspace.

#End the day

Before you close the app:

Confirm each in-progress booking has at least one saved submission for the day.
Confirm Submission media shows All uploads complete. for every submission you touched, or note which files are still FAILED for retry tomorrow.
Open the Account tab and confirm the workspace and role pills match what your coordinator expects.
Sign out from Account when sharing the device, or leave the session signed in if the device is yours.

That is the daily field path: sign in, review assigned work, open the booking, start the visit, add progress and closeout entries, and upload photos and receipts. The same flow works for every booking the office team assigns to you.