Use the ATOM field app

Open or install ATOM Field, sign in, check your access, and recover from connection or session problems.

This guide explains how to access ATOM Field, sign in, check your account, and handle connection problems.

For the steps to complete an assigned visit, see Field app daily work for technicians.

#Open or install ATOM Field

Your coordinator gives you the ATOM Field web address. You can use it in a browser or install the browser app on your home screen.

Your organisation may also provide a managed native app for iOS or Android. Ask your coordinator which version to use.

#Install the browser app

Open Me and find Install app. The row is hidden after installation.

On iPhone or iPad, open ATOM Field in Safari. Tap Share, Add to Home Screen, then Add.
On Android, open the browser menu. Tap Add to Home screen or Install app, then confirm.
In desktop Chrome or Edge, use the install icon in the address bar.
In desktop Safari, choose File, Add to Dock, then Add.

The installed browser app opens full screen. Installation does not turn the browser app into a native app. The browser app does not provide native live tracking.

When field sign-in completes on the office /login page, ATOM opens the Field web app and attempts to sign you in automatically. If you still see the sign-in form, use these steps:

1. Enter your email address or phone number in Email or phone. 2. Enter your password. 3. Select Sign in.

ATOM Field remembers the session on that device. A native build, when supplied by your organisation, stores the session in secure device storage. The browser app stores it in browser storage, except on a shared device: when you open Field from ATOM Office without staying signed in, the browser keeps the session only in that tab instead of saving it for the whole browser. It survives a reload. A browser can restore a closed tab with its session, so sign out before you hand the device to someone else. Later Field sign-ins on that browser stay tab-only until an Office handoff that keeps you signed in.

If ATOM asks for two-factor authentication, enter the six-digit code from your authenticator app or a backup code. A first-time setup can show a setup key and backup codes. Save the backup codes before you continue. A successfully accepted backup code cannot be reused.

Sign-in errors explain the next step:

Email, phone or password not recognised means that the credentials did not match.
Sign-in temporarily locked includes a retry time when available. Wait before you retry.
An email-verification error uses the server's message. Open the verification email for the account, then try again.
Workspace access needed means that your account has no active workspace. Contact support@atomworks.app.
Workspace access changed means that the active workspace was archived. Ask an administrator to restore access or invite you to an active workspace.

The app does not display a fixed session lifetime. If the server rejects an expired or invalid saved session, ATOM clears it and returns you to sign-in.

#Check your access

Open Me after sign-in. The top of the page shows your name, email address, role, and workspace. If your role can view field data but cannot make field updates, the role line ends with View only.

Owner, office, and field users can all make field updates. Field updates also require an assignment to that booking, so you can only start, update, or add notes to visits assigned to you. Other visits are view only.

If the account or role is wrong, sign out and ask a coordinator to correct your access before you continue.

#Understand the tabs

Today lists the day's visits and any submission drafts saved on this device.
Jobs lists every job you can see, under Overdue, Upcoming, Unscheduled, and Done, with search.
Inbox shows customer conversations. Only owners and office users see this tab. A blue dot marks a conversation with activity since you last opened it. A conversation shows its emails and the office notes added for Everyone, in time order. Opening it clears the dot for you only, and also in the office Inbox.
Me shows your account, Location sharing, the technician guide, browser installation, and Sign out.

#Native status features

Open Me, then Location sharing. Live status, location refresh, and scheduled hours work only in a native app supplied by your organisation, when those features are enabled. Turning sharing off stops new location updates; the office keeps the last location you shared.

#Run a job from your phone

Owners and office users can start and bill a job without the web app. Field users do not see these actions or any prices.

1. On Today, select New job (the plus button). Enter what the job is, then search for the job's address. If the customer is new, select Add a new customer, enter their name, contact details, and address, and select Add customer. The new address is chosen for you. 2. Leave Book me in on to book yourself a visit, and choose its time. Turn it off to start the job without one. Select Create. 3. To quote or invoice, open Quote and invoice on the booking. A job started without a visit opens there directly, and stays listed under Unscheduled on Jobs until it is completed or booked. 4. Select Write a quote. Add lines with a quantity and a price. The total shows GST unless you told ATOM you are not registered for GST. Select Send quote to email it to the customer. The email has a link where they can read and accept it. To finish later, select Save draft, then Open draft on the job. If your workspace's quote approval rules require internal approval, Send quote is refused. Save the draft, complete internal approval in the web app, then open the draft and send it from your phone without changing it. 5. Select Issue invoice. If the job has a draft invoice, ATOM starts from its lines; otherwise it uses the newest quote that is not declined, void, or expired. If no such quote exists, add lines manually. The first time, ATOM asks for your ABN, GST registration, and how customers pay you. Select Issue invoice to email it. A job has one issued invoice. To issue another, void the first in the web app.

Record payments in the web app.

#Work with a poor connection

ATOM Field reads synced booking data and keeps submission drafts on the device. During a brief connection loss, the app shows that it is reconnecting. After about 15 seconds, it shows that it is offline.

The offline behavior depends on what you are doing:

Previously synced data can remain available, but a screen with no local result asks you to reconnect and select Retry now.
Text, labour, follow-up, signer, and material fields in a progress or finish draft persist on the device.
The Outbox on Today and Jobs lists unsubmitted progress and finish drafts. Select Resume to reopen one.
If you submit while disconnected, Saved on this device means that the device stored the change locally. ATOM sends it when the connection returns.
A locally accepted change is not yet proof that the server accepted it. ATOM clears the draft only after server acceptance. A server error leaves the form populated for correction or retry.
Photo, receipt, and signature uploads keep a local file for supported retries. Check Pending uploads until the item becomes a synced attachment.
A required signature needs both the signer's name and the captured signature. Keep the app connected until the signature upload syncs before you treat the closeout as received by the office.

If the booking status or scheduled time changed after you started a draft, ATOM shows This booking changed. Compare the old and current values. Select Keep editing or Discard draft.

#Recover from errors

#The app asks you to sign in again

The saved session is no longer accepted, or it was a tab-only session on a shared device and that tab was closed. Sign in again. ATOM does not document a fixed expiry interval in the field app.

#Assigned work or a booking does not load

Reconnect, then select Retry now. If the booking says Booking not found, return to Jobs. The booking may have been removed or may no longer be visible to your account.

#A submission stays queued

Keep the app connected until the server accepts the submission. If an error appears, correct the form and retry. Do not treat Saved on this device as confirmation that the office has received it.

#An upload fails

Open the submission and check Pending uploads. If the item offers Retry upload, select it after reconnecting. All uploads complete means that no upload jobs remain on that submission.

#You are using a shared device

Open Me and select Sign out before handing over the device. Signing out clears the local session, even if the server sign-out request cannot complete.