Use the technician app

Give someone the app

Everyone uses the app with their own account. The office sets that up on the website.

1. On the website, in the menu under Setup, click Employee Management.
2. Click Add Employee for someone new, or Edit for someone already on the team.
3. Under Roles, pick Technician and Allow Mobile App. Add Allow Web Portal too if they should also use the website.
4. Click Create Employee, or Save Changes.

• A new employee gets an email inviting them to choose a password. They sign in to the app with that email and password.
• The app follows the same roles as the website. A technician sees only their own jobs, and money shows only for Administrators and people with Quotes or Invoicing.
• The Invite button on the setup card on your Home page opens a New Employee form with Technician and Allow Mobile App already ticked.

Sign in

Your office will tell you how to get the app on your phone.

1. Open Simply OnSite on your phone.
2. Type your Email and Password: the ones from your invite, the same as for the Simply OnSite website. Tap Show to check what you typed.
3. Tick Remember me if you want the app to fill in your email next time.
4. Tap Sign in. Today opens with your jobs.
5. Allow what the app asks for as you go: notifications when you first sign in, your location the first time you clock in or tap On My Way, and the camera or your photos the first time you add a photo.

• Notifications tell you about new jobs. Your location lets the office see where you are while you're clocked in, works out your drive time, and notices when you arrive.
• If you say no to something, the rest of the app still works. To use that feature later, allow it in your phone's settings.
• You stay signed in as long as you open the app now and then. Forgot your password? Tap Forgot password? on the sign-in screen.
• This account has been disabled. Contact your office. means the office has turned your account off.

Find your way around

1. Tap Today for today's jobs in working order, your hours, and the time clock.
2. Tap Jobs to find any other job, such as last week's or next week's. Technicians see their own jobs; office staff see every job.
3. Tap Customers to look up a customer's phone numbers, addresses and notes, and to call, text or get directions.
4. Tap Money for quotes and invoices. It's only there for Administrators and people with the Quotes or Invoicing role.
5. Tap Me for your roles, your Timesheet, Waiting to sync, Appearance and Sign out.

• Today updates by itself when the office adds or changes one of your jobs. To refresh it yourself, pull the list down and let go.
• If a button you expect is missing, check your roles on Me and ask the office.

Work a job

1. Tap a job on Today to open it. The big button at the bottom always shows the next step.
2. Tap On My Way when you set off. To let the customer know, leave the text switched on, tap Text & start directions, then tap Send in your Messages app. Or tap Go without texting.
3. When you get there, tap Start Work.
4. Under Photos & Signature, tap Camera to take a photo, or Gallery to pick one you've taken.
5. Under Notes, type in Add a note… and tap Add note.
6. When the work is done, tap Complete Job. Check what's on the job, then tap Finish job.
7. Hand the phone to the customer to sign and to rate the visit, or tap Skip signature and Skip.

• Already at the site? Tap Already here — start work instead of On My Way.
• The text goes from your own phone and number. Nothing reaches the customer until you tap Send yourself.
• Can't finish today? Tap More ⋯ at the top, then Put on hold or Flag for review. Tap Resume job to carry on later.
• The office sees each step on the website as soon as your phone has a signal.

Clock in and out

The shift bar shows on Today only if your company uses the time clock.

1. On Today, tap Clock in on the shift bar.
2. Going on a break? Tap Break, and End break when you're back.
3. At the end of your day, tap Clock out.
4. To check your hours, tap the shift bar, or go to Me and tap Timesheet.

• Owners turn the time clock on in Settings: click Time Tracking and tick Enable employee shift & attendance time clock.
• While you're clocked in, breaks included, the app shares your location with the office. It stops when you clock out or sign out.
• If a punch is wrong, ask the office to fix it.

Work with no signal

1. Keep working. On My Way, Start Work, Complete Job, notes, photos, signatures, and clocking in and out all work with no signal.
2. Look for syncing on a note, a photo or the shift bar, and Waiting to sync at the top of a job. That change hasn't reached the office yet.
3. To see everything that's waiting, go to Me and tap Waiting to sync.
4. Once you have a signal, it all sends by itself. To send it straight away, tap Try all now.
5. If a red strip says a change couldn't be saved, tap Review, read the reason, then tap Retry or Discard.

• These need a connection: the Jobs, Customers and Money tabs, your timesheet, rescheduling, deleting a note or photo, the customer's star rating, and signing in.
• Sign out once everything has sent. If you choose Sign out anyway while changes are still waiting, they're deleted and the office never gets them.