Documentation

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Documentation / Job execution

Executing a job in the field

Open the job card, capture work notes, materials, photos, safety, and client signature, then submit for approval.

On-site workflow

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From My Day, open the assigned job, navigate to the site, and clock in according to company practice. While IN_PROGRESS, record work performed, materials used, and any safety checks your organization requires.

Capture photos with the device camera when possible. Uploads count against the organization storage quota and per-file size limits. After submit or approval, evidence locks so casual deletion cannot erase the record.

Client signature and completion rules

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If the job or organization requires client sign-off, capture a touch signature before submit. The API blocks submit when required signature or required safety is missing. GPS-required organizations also need coordinates on clock evidence.

Choose an accurate outcome (COMPLETED, PARTIALLY_COMPLETED, FOLLOW_UP_REQUIRED, or UNABLE_TO_COMPLETE) and submit. Status moves to PENDING_APPROVAL and a JOB_COMPLETION item appears in the approvals inbox.

If the job is returned

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Approvers can return a job with a required comment. Fix the gaps called out — missing photo, incomplete materials, open clock session — then resubmit. The same approval row returns to PENDING.