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#

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#

1. Start: tap “Start work”. The clock starts automatically. The PWA stores the start time locally — works offline.
2. Pause / stop: tap “Stop” or “Pause” → an hours line saves.
3. Mark complete: tap “Done” → the task moves to “Done” state, foreman sees it for approval.

**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:

1. At the top of the task: “Request help” button.
2. Pick an installer from the list.
3. 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.

Links#

• Logging hours
• Logging expenses
• Adding photos
• Offline mode