What each part of a job shows, what every option in the More menu opens, and where things from the old screen have moved.
When you open an appointment, the job screen is where everything about that visit lives. The top half tells you about the visit, the buttons at the bottom move it forward, and the More menu opens everything else attached to the job.
Note: The new job screen is being switched on for everyone in stages, so you may not have it yet. Everything here describes the new screen. Until you are on it, you will see a What's new card in the app.
What is on the job screen
From top to bottom:
The header â a back arrow, the job number, and the More menu icon at the top right.
Appointment notes â anything the office wants you to know about this visit, with Edit to add to it.
Appointment details â who the appointment is assigned to, and the date and time booked.
Site information â the Location, with a map, and the Site contact, the main contact at the property. Tap the address to open directions in Google Maps or Waze.
Customer information â who the customer is. On a work address, such as a rented property, this is the parent customer rather than the tenant. A Customer contact only shows when the job has its own contact.
Other appointments â past and upcoming visits on the same job, with View all.
Assets â the equipment linked to the job.
On-site tasks â the checklist for the visit, if your company uses on-site tasks.
The buttons at the bottom â these change as the visit moves on: Reject and Accept, then Travel, Arrive and Leave, with Abort and No access when they apply.
The More menu
âĄď¸ Tap the More menu icon at the top right of the job
Menu option | What it opens |
Communications | Notes, calls, emails and texts saved against the job |
Contacts | The people at the property, with the primary contact marked |
Files | Photos, videos and documents attached to the job |
Forms | Forms and certificates for the job |
Assets | The equipment at the property |
Property history | Past jobs and opportunities at the address. What you see depends on your user role. |
Technical references | Where key equipment is at the property, such as the gas meter or stopcock |
Purchase orders | Orders raised with suppliers for parts on the job |
Scheduled activities | Follow-up tasks linked to the job. Tap Add to create one. |
Parts | Parts requested, collected and installed on the job |
Invoices | Invoices for the job, and taking a payment |
Labour | Time recorded against the job |
Note: You may not see every option. Some depend on your user role, and some only appear if your company uses that feature â Labour only shows if your company uses labour time approval, and Parts needs the stock module.
Note: Parts and Invoices still open in the older screen style, with a coloured header bar. That is expected, not a fault.
Where things from the old job screen have moved
If you are used to the old screen, a few things have new names or new homes.
On the old screen | On the new screen |
Certificates | Forms â the same forms under a new name |
Notes & communication | Communications |
Office tasks and job reminders | Scheduled activities |
Switching between the old and new screen
The new job screen is being switched on by default in stages, so it may already be on for you.
If you need to go back to the old screen for now, tap your profile icon on the home screen > Preferences, set Enable new Job TT to No, and tap Save. You will be asked to give feedback before you can switch back.
Common questions
Where has Certificates gone?
Where has Certificates gone?
Certificates has been renamed Forms in the More menu. Your certificates are all still there, and you complete them the same way â read How to complete a form on site in the mobile app.
I cannot find my office tasks.
I cannot find my office tasks.
Office tasks and job reminders are now Scheduled activities, in the More menu. Only tasks that were still incomplete moved across; completed office tasks stay on the web. Read Switching from Office tasks to scheduled activities in the mobile app.
Why can I not see details from other technicians' visits to the property?
Why can I not see details from other technicians' visits to the property?
What you can see depends on your user role and permissions. With the Engineer role, Property history only shows jobs that were assigned to you. Ask your office to check your role if you need to see more.
Why is Labour missing from the menu?
Why is Labour missing from the menu?
Labour is missing because your company does not use labour time approval. It is a company-wide feature, not a setting on your phone.
Why do Parts and Invoices look different from the rest?
Why do Parts and Invoices look different from the rest?
Parts and Invoices still use the older screen design. Everything works as normal â they just have not been restyled yet.
Can I choose which maps app opens when I tap the address?
Can I choose which maps app opens when I tap the address?
Yes. The first time you tap the address, you choose Google Maps or Waze, and that becomes your default. To change it later, tap your profile icon, then Preferences, and set Map default view. If Waze is not installed on your phone, the app tells you.
