Working with tasks#
A task — Field Service Order — is one unit of work: one customer, one site, one visit. The installer sees their tasks in the PWA.
Task states#
| State | Meaning |
|---|---|
| Planned | Office has created the task, work hasn’t started |
| In progress | You’ve started the work — clock running |
| Done | You marked the task complete, foreman approves for invoicing |
| Cancelled | Won’t happen (e.g. customer not on site) |
Using the task list#
The PWA home view shows:
- “Today’s tasks” — tasks scheduled for today.
- “Open tasks” — unassigned tasks. Click “Take this task” to pick one up.
- “Upcoming tasks” — work planned for the next days.
**List vs calendar** Switch views from the top buttons: list view is compact, calendar view shows the week's overall load.
Opening a task#
Tap a task in the list. The task view is split into tabs:
- Brief — office’s description of the work, contact person, site address, attachments if any.
- Resolution — your summary of what you did. The customer sees this on the invoice.
- Hours — the task’s hours so far (yours + assistants’).
- Expenses — travel, materials, per diems, other expenses.
- Photos — photos added to the task (before/after, general site view, faults).
- Equipment — registered equipment at the site (if this is a service visit to known equipment).
Starting and finishing work#
- Start: tap “Start work”. The clock starts automatically. The PWA stores the start time locally — works offline.
- Break / Pause: tap “Break” or “Pause” → an hours line saves.
- Mark complete: tap “Done” → you see a summary, and after confirming, the task moves to “Done” state and the foreman sees it for approval.
**"What was done?" memo.** When you tap **Pause** or **Done**, a short popup opens where you can note what was done during this work segment. The text is saved on the segment and later appears in the customer report and on the invoice — giving better history of what was done and when. You can always **Skip**.
Driving has its own buttons (Start drive / End drive) below the work buttons — see Drive time and route tracking. You can only have one task active (working or driving) at a time; starting another asks you to confirm pausing the previous one first.
**Don't forget to tap "Done".** Otherwise the task stays on your active list and doesn't move to invoicing. Foreman gets a reminder if a task is open for too long.
Calling in an assistant installer#
If the site needs a second installer:
- At the top of the task: “Request help” button.
- Pick an installer from the list.
- They get a push notification and see the task in their “Invitations” list.
When the assistant accepts, their hours are recorded against this task automatically.