Flowbyte dokumentatsioon
en
Language
et Estonian en English

Works

Open in
View as Markdown Open in ChatGPT Open in Claude
F

Flowbyte Support

Last updated on Oct 7, 2026

A work is one billable field job: customer, site, date, service type, priority, pricing and technicians’ work sheets.

How to open: Maintenance → Works

Work vs work sheet

  • Work — one order or visit (billable whole).
  • Work sheet — each technician’s fillable sheet under that work.

Several technicians → usually several sheets. Mark one as lead.

Who is the lead technician?

The lead technician is the main person on site for that work. Office marks them while planning.

How office sets the lead

  1. Open the work or planning dialog (Plan technician sheets).
  2. Add technicians (Add technician / Add worker).
  3. On one row tick Lead.
  4. Save.

Only one lead at a time. Marking another clears the previous lead.

What the lead does on site

Action Lead Other technicians
I am on site Yes — fills their time and the frame for others who have not marked themselves Yes — on their sheet if they have not checked in yet
End work / own end time Yes Yes — leaving early keeps their end time
Customer signature Yes Usually on the lead’s sheet
Description, photos, materials Yes Yes, on their own sheet
Submit work sheet Yes Yes

The lead’s I am on site does not overwrite a technician who already checked in or ended. Full process: Crew on site.

Wrong lead?

  • I am on site still works on each person’s own sheet.
  • Customer signature may land on the wrong sheet.
  • The lead’s default frame is filled from the wrong person’s button — anyone who already has their own times is left unchanged.

Fix: office opens the work → ticks Lead on the correct row → saves. Technicians reopen their sheets.

No lead marked?

On save the first technician is often set as lead automatically. Always check Lead is on the right row.

Single technician

They are the lead and get all main buttons.

Step-by-step on site: Worker terminal.

Statuses

Status What it means
Unplanned Office created the work; technicians are not assigned yet.
Planned Technician(s) / sheets are assigned; on the calendar, but not started on site yet.
Assigned Technicians / sheets are assigned (older rows may show as In progress).
In progress Work is underway on site — technicians fill sheets.
Completed Work is done; office can invoice.
Invoiced Office created the sales invoice.
Cancelled Office cancelled the work.

Creating a work (office)

  1. Works → New work.
  2. Pick customer and site / address (needed for Operations map and Maps/Waze).
  3. Set date, type, priority.
  4. Pricing (call-out, hourly, km) — defaults from manager settings.
  5. Plan technician sheets:
    • add technicians
    • Best matching technicians → Assign, or pick manually
    • tick one Lead
    • pick a vehicle if needed
  6. Save — sheets are created.

See Technician suggestions.

You can also plan from Manager dashboard → calendar / backlog.

After planning

  • Technicians see stops on the Operations map (Google Maps / Waze).
  • Sheets appear in Worker terminal → My works.
  • Office monitors Work sheets.

Invoicing

  1. Open the work.
  2. Tap Invoice work.
  3. Review preview.
  4. Create the sales invoice.

Call-out vs hours: manager setting “Call-out fee up to (hours)”.

Related guides