Updating a job from the van

Three moves, and where the buttons are

A job you've taken goes assigned → ongoing → completed. Each move is a button in the What you can do card on the job screen. You'll only see the buttons that work for the job as it is right now:

• Mark as ongoing: shown while the job is yours and is assigned or already ongoing.
• Complete job: shown on any job of yours that isn't finished yet.

You can go straight to completing a job without marking it ongoing first. A half-hour job doesn't need a progress note, and nobody will chase you for one.

Marking a job ongoing

The screen is headed Mark ongoing and has one box, Where this job is up to, with the prompt What's done, what's left. Fill it in and tap Mark as ongoing.

It's worth doing on any job that will run past today. The customer gets an email saying work has started, sent as a reply to their own message so it lands in the same email thread. The office can also see that someone is on the job. See the emails WorkOrders sends for exactly what goes out.

The note you write goes in that email, so the customer will read it. You can mark a long job ongoing as many times as you need to, from the app or the website, and each update has its own note.

Completing a job

The Complete job screen has up to three things on it, in this order.

Time on site

There's a switch, Record time on site. When it's on, you'll see the total time with one stepper for hours and one for minutes. Minutes go up in steps of 15, from 0 to 45. For anything longer, add an hour instead.

It doesn't start at zero. If a time has already been recorded on the job, it starts there. If not, it suggests a time counted from when you said you'd arrive, rounded to the nearest quarter hour. The screen tells you to check it: "Rounded to the nearest 15 minutes. Adjust it, because the suggestion counts from when you said you'd arrive, so a long lunch is in there too." Treat it as a starting point and correct it.

You can leave the switch off, and the screen explains what that means: "Leave this off if you'd rather not say. Off is recorded as 'not measured', which is not the same as none." Off records nothing. Zero would record a job that took no time. The office's reports keep the two apart.

If you can't see this card at all, the app isn't connected to a system that can store the time, so it doesn't ask for it.

Work carried out

The prompt is What you did on site. This note goes to your customer in the completion email, in your words, so write it for them. "Replaced the mixer and tested" tells a building manager what they need to know. "Done" doesn't.

Health and safety notes

The prompt is Hazards, isolations, permits. This note is internal, and the customer never sees it. Where it goes and who reads it is covered in health and safety from the van.

Then tap Mark as completed. The job drops off your open work and the customer gets their email with your note in it. The job's timeline keeps the whole history (who took it, when, and what they wrote at each step) for anyone who needs it later.

"Not yours to do", and other things that mean refresh

Either screen can show an alert instead of closing. These aren't errors, and there's nothing to retry:

• Not yours to do: the job isn't assigned to you any more. Usually the office has reassigned it, or completed it for you.
• This job has moved on: it has been finished or removed since your phone last checked.

Tap OK and the screen closes and the list refreshes. Anything you were typing is lost, because the job it belonged to has changed. If you'd written something long, ring the office instead of typing it again.