How do I let my techs update jobs from the field?
Short answer
Give each tech the mobile app with permission to see only their assigned jobs, and require a status update and checklist completion before a job counts as done. Photos and notes attach directly to the job so the office and the customer see the same record without a phone call.
Before you start
- User permissions set up per technician.
- A job checklist template built for common job types.
- The mobile app installed on field devices.
- Job statuses defined and consistent across the team.
Step by step
- 1
Set permissions to jobs assigned only
Each tech sees their own schedule, not the full company pipeline.
Limited views keep the app fast and prevent confusion over whose job is whose.
- 2
Require a status update on arrival
Tech marks the job as started when they arrive on site.
Real-time status gives the office an accurate picture without calling around.
- 3
Attach the job checklist
Load the relevant checklist so steps cannot be skipped or forgotten.
A checklist in hand catches the details that memory alone misses.
- 4
Require photos before closeout
Before and after photos attach directly to the job record.
Photo proof prevents disputes and builds a library for marketing.
- 5
Capture notes in the moment
Have techs log issues or upsell opportunities before leaving the site.
Details written later are details half-remembered.
- 6
Mark the job complete only when the checklist is done
Block closeout until every required step and photo is in.
An incomplete job marked done is worse than an honest delay.
- 7
Sync the update to the customer automatically
Trigger a completion message or invoice as soon as the job closes.
Immediate follow-up keeps payment and reviews moving without office effort.
What good looks like
- The office sees job status in real time without phone calls.
- Every job has consistent photo and checklist documentation.
- Customers get instant confirmation when work is done.
- Disputes over completed work drop because there is proof on file.
Common mistakes
The ways this goes wrong in team, and what to do instead.
Full pipeline access for every tech›
Techs see jobs that are not theirs and the app becomes cluttered.
Do this instead: Set permissions so each tech sees only their own assigned schedule.
No required checklist›
Steps get skipped under time pressure and nobody notices until a complaint.
Do this instead: Attach a checklist to every job type and block closeout until it is complete.
Photos are optional›
Half the jobs have no visual record when a dispute comes up.
Do this instead: Make before and after photos a required field before a job can close.
Status updates happen after the fact›
The office finds out a job is done hours later from an invoice, not the app.
Do this instead: Require status changes in real time at arrival, start, and completion.
Frequently asked
5 questions about let your techs update jobs from the fieldRelated guides
Pick the next thing to set up, or back up a step if something here assumed work you have not done yet.
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The natural follow-on tasks once this one is working.
More in Team
Nearby tasks that share the same setup and vocabulary.
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