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
#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
#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
#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.