Skip to main content
Technician
Role guide

Technician

You're out in the field doing the work. This guide points you to the pages you'll use most โ€” in the order you'll meet them on a normal day. Every link goes to the full how-to in its area.

This is a guide, not a separate manual

Role guides just curate the docs for how you work. The pages themselves live in their areas, so they stay accurate for everyone.

Start here โ€” your day, in orderโ€‹

See what's assigned to you

Open My Schedule to find today's jobs by day or week, with the highest-priority work first.

Field Operations ยท Tasks & My Schedule
Check in when you arrive

Start your timesheet on site so your time is recorded accurately against the job.

Field Operations ยท Timesheets & check-in
Create a work order

Stand up the unit of field work โ€” from a task or directly against the worksite.

Field Operations ยท Work orders
Record materials & expenses

Log the parts you used and any costs, so the job is fully accounted for.

Field Operations ยท Work orders
Add before & after photos

Attach evidence to the work order straight from your phone โ€” even offline.

Collaboration ยท Attachments & photos
Post to the job feed

Flag a blocker or update the office without leaving the job.

Collaboration ยท Job feed

Common tasksโ€‹