Section Overview
Practical help for crews completing work, collecting evidence, and closing jobs in the field.
Use this section for the people carrying out work on site, capturing proof, and keeping job records current from the field.
Start work on a job
Start travel, record arrival on site, or start on-site work with warning-only safety and pre-start checks.
Finish a job (checklist + after photos)
Finish the job properly so the office has what it needs for invoicing, sign-off, and compliance.
Open the job map
Open the map view for a field job so you can inspect the site location before travel or while on site.
Start a task on a job
Start task travel or on-task work from a field job, including the cases where the system makes you start the main job first.
Start travel to a job
Start travel timing before arrival so the system records that your crew is on the way to site.
Pause and resume a job (with a reason)
Pause work with a reason (weather, access, breakdown) and resume when you can continue.
Fix a mistake: re-open a completed job (when allowed)
Re-open a job you just completed by mistake so you can add missing evidence and complete it again.
Complete a task on a job
Finish an active task, attach after photos when useful, and leave the task in a done state on the job record.
Get directions to a job site
Open turn-by-turn navigation from a job using the job’s pinned location or address.
Cancel travel before arrival
Cancel a travel start and record the reason before the crew reaches site or starts on-site work.
Add and complete a safety form on a job
Add an additional safety form to a job and submit it so it is recorded as completed.
Open a job and check what needs doing
Open the field job detail page, review the live job status, and check the scope, tasks, forms, and map before you act.
Field User Getting Started (My Work)
Day-one guide for field crews and supervisors to view today’s work, start/pause/finish jobs, and capture the evidence the office needs.
Find work near me
Use nearby jobs in My Work to find open work close to your current area and add it to your day when that is allowed.
Search for a job in the field
Use field job search to find open, overdue, assigned, or completed jobs without leaving My Work.
Confirm which assets are on your jobs today
Check which equipment is allocated today and complete any required pre-starts.
Add a job to my day when allowed
Add open or overdue work into today’s field list, including the cases where the system asks you to replace another team assignment.
Switch between day and week work
Change My Work between day and week view so you can review today in detail or scan the wider week.
Open My Work and check today’s plan
Use My Work to confirm today’s jobs, team, and assets.
Confirm who’s on your crew today (day-only changes)
Make a one-day crew change when someone is swapped, sick, or reassigned.
Why a job is missing
Check the common reasons a field user cannot see a job and work through the fastest safe fix before escalating.
Why you can’t start a job
Work through the common reasons start actions fail so you can recover safely without creating duplicate starts or bad timing records.
Why A Task Action Is Blocked
Common problems and quick fixes (Field)
Fast recovery steps for the most common “blocked” or “missing” situations in the field.
Why a job shows as already started
Understand why a field job can show as already started or already active, and what to check before you create duplicate time or travel records.
