Scheduling & Field Work | Workspace
Use the Technician Portal and Field Workspace
Let field staff see assigned work, update status, capture proof, and return complete information to the office.
Sign in to your company workspace to use the related controls.
What this section includes
- Assigned job list
- Travel and work status
- Notes and photos
- Location updates
- Completion details
Start-to-finish instructions
Sign in as the technician
Use the technician's own account so activity is attributed to the correct person.
Open the assigned job
Review address, contact, scope, access notes, equipment, estimate, and safety information.
Update progress
Record travel, arrival, start, pause, and completion at the time each event happens.
Document the work
Add customer-safe notes, internal notes, photos, materials, approvals, and follow-up needs.
Complete and sync
Confirm time, work performed, customer acknowledgment, invoice readiness, and the office timeline.
What success looks like
- The office sees current status and complete job documentation.
- The job is ready for billing without re-entering field notes.
Common problems
- If location permission is off, explain why it is needed and let the user enable it in the browser or device.
- Keep private internal notes separate from customer-visible notes.