A work is one billable field job: customer, site, date, service type, priority, pricing and technicians’ work sheets.
How to open: Field service → 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
- Open the work or planning dialog (Plan technician sheets).
- Add technicians (Add technician / Add worker).
- On one row tick Lead.
- 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 — only them | No |
| Customer signature | Yes | Usually on lead’s sheet |
| Description, photos, materials | Yes | Yes, on their own sheet |
| Submit work sheet | Yes | Yes |
| Time window | Their start/end is the frame | Others must stay inside that frame |
The system keeps helper times inside the lead’s start and end.
Wrong lead?
- The right person cannot tap I am on site.
- Customer signature lands on the wrong sheet.
- Others’ times lock to the wrong window.
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 |
|---|---|
| Planned | Office created / planned the work; technicians may still be unassigned. |
| 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)
- Works → New work.
- Pick customer and site / address (needed for Operations map and Maps/Waze).
- Set date, type, priority.
- Pricing (call-out, hourly, km) — defaults from manager settings.
- Plan technician sheets:
- add technicians
- Best matching technicians → Assign, or pick manually
- tick one Lead
- pick a vehicle if needed
- Save — sheets are created.
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
- Open the work.
- Tap Invoice work.
- Review preview.
- Create the sales invoice.
Call-out vs hours: manager setting “Call-out fee up to (hours)”.