Field team flow

Operating principle

Give the field one clear next job and the office one clear completion signal.

People do work away from a desk and need current jobs, contact information, photos, notes, and completion records on a phone.

Build the flow

Start with these decisions

1. Publish the daily job list from one place.
2. Make arrival, work notes, photos, and completion simple on mobile.
3. Decide which changes the field can make and which require office review.
4. Connect completed work to invoicing without asking people to retype it.

Friction to avoid

Do not let the app create a second process

Mobile convenience should not turn into undocumented pricing, missing customer notes, or customer data living only on a personal phone.