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The job screen in the mobile app

What each part of a job shows, what every option in the More menu opens, and where things from the old screen have moved.

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 — a back arrow, the job number, and the More menu icon at the top right.

  • Appointment notes — anything the office wants you to know about this visit, with Edit to add to it.

  • Appointment details — who the appointment is assigned to, and the date and time booked.

  • Site information — 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 — 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 — past and upcoming visits on the same job, with View all.

  • Assets — the equipment linked to the job.

  • On-site tasks — the checklist for the visit, if your company uses on-site tasks.

  • The buttons at the bottom — 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

➡️ 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 — 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 — 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?

Certificates has been renamed Forms in the More menu. Your certificates are all still there, and you complete them the same way — read How to complete a form on site in the mobile app.

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?

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?

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?

Parts and Invoices still use the older screen design. Everything works as normal — they just have not been restyled yet.

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.

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