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Field Technician Guide

This guide is designed for field technicians, service workers, and anyone who primarily works on-site completing jobs and maintaining assets.

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Your Daily Workflow

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Morning Start

1. Check your schedule
   • View today’s assigned jobs
   • Note job locations and times
   • Review any special instructions
2. Prepare for the day
   • Gather required equipment
   • Check vehicle and materials
   • Download any needed documents

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On Each Job

1. Arrive and check in
   • Update job status to “In Progress”
   • Start time tracking
   • Verify customer/site details
2. Complete the work
   • Follow job requirements
   • Document progress
   • Take photos as needed
3. Report any issues
   • Create faults for problems found
   • Note parts needed
   • Record customer requests
4. Complete and check out
   • Stop time tracking
   • Add completion notes
   • Update job status
   • Get customer sign-off if required

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End of Day

1. Review time entries
   • Verify all time logged
   • Add missing descriptions
   • Submit timesheet if required
2. Check tomorrow’s schedule
   • Review upcoming jobs
   • Note any preparations needed

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Key Features for Technicians

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Jobs

Your primary focus area: Viewing Your Jobs

1. Go to Operations > Jobs
2. Filter by “Assigned to me”
3. Or view from daily schedule

Job Information You’ll See

• Customer and contact details
• Location and access info
• Work requirements
• Asset information
• Previous history

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Time Tracking

Track your hours accurately: Starting the Timer

1. Open the assigned job
2. Click Start Timer
3. Timer runs while you work

Stopping the Timer

1. Click Stop Timer when done
2. Review the entry
3. Add notes if needed
4. Save

Manual Time Entry

• For forgotten timers or adjustments
• Enter date, times, and description
• Link to the correct job

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Faults and Issues

Report problems you find: Creating a Fault

1. From the job or asset
2. Click Report Fault
3. Describe the issue
4. Set priority
5. Submit

Priority Levels

• Critical: Safety issue, immediate danger
• High: Major problem, needs urgent attention
• Medium: Needs repair soon
• Low: Minor issue, can wait

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Progress Notes

Document your work: Adding Notes

1. Open the job
2. Go to Progress section
3. Click Add Update
4. Enter details
5. Save

What to Document

• Work completed
• Parts used
• Issues encountered
• Customer requests
• Anything unusual

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Photos and Attachments

Visual documentation: Taking Photos

• Before starting work
• During critical steps
• After completion
• Of any issues found
• Serial numbers and labels

Uploading

1. Open job or asset
2. Go to Attachments
3. Upload photos
4. Add descriptions

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Your Schedule

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Viewing Your Schedule

Daily View

1. Go to Operations > Schedule
2. See today’s jobs in order
3. Note times and locations

Week View

• See your week at a glance
• Plan ahead for busy days
• Identify gaps

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Schedule Information

Each scheduled job shows:

• Start/end times
• Customer name
• Location address
• Job type
• Special notes

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Handling Schedule Changes

If your schedule changes:

1. Check notifications
2. View updated schedule
3. Plan new route if needed
4. Contact office with concerns

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Mobile Usage

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Working on Mobile

Taskr works on your phone/tablet:

• View jobs and schedule
• Start/stop timers
• Add notes and photos
• Report faults
• Access customer info

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Mobile Tips

• ✅ Bookmark the app for quick access
• ✅ Enable notifications
• ✅ Use camera for quick photo uploads
• ✅ Download offline data when on WiFi
• ✅ Keep your device charged

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Asset Information

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Finding Asset Details

When on site:

1. Open the job
2. View linked assets
3. Or scan QR code on asset

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Asset Information Available

• Equipment details
• Service history
• Compliance status
• Previous faults
• Documentation

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Recording Service

After servicing an asset:

1. Open the asset record
2. Add service entry
3. Note what was done
4. Set next service date

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Customer Interaction

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Accessing Contact Info

• Customer name and company
• Contact person
• Phone number
• Special instructions

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On-Site Communication

• Identify yourself and company
• Explain work to be done
• Update on progress
• Report completion

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Handling Customer Requests

1. Document the request
2. Note in job progress
3. Inform office if needed
4. Don’t commit to extra work without approval

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Best Practices

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Time Management

• ✅ Start timer immediately on arrival
• ✅ Stop timer when leaving site
• ✅ Account for breaks accurately
• ✅ Submit time daily

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Documentation

• ✅ Take clear, well-lit photos
• ✅ Add detailed descriptions
• ✅ Document issues thoroughly
• ✅ Note any customer interactions

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Communication

• ✅ Update job status promptly
• ✅ Report issues immediately
• ✅ Note schedule concerns
• ✅ Ask questions when unsure

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Professionalism

• ✅ Arrive on time
• ✅ Present professionally
• ✅ Clean up work area
• ✅ Represent company well

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Common Tasks Quick Reference

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Troubleshooting

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Timer Didn’t Start

1. Add time manually
2. Enter accurate start/end times
3. Link to correct job

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Can’t Find Job

1. Check today’s filter
2. Clear all filters
3. Search by job number
4. Contact office

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No Signal on Site

1. Work continues
2. Note times manually
3. Enter data when back online
4. Photos save to device until uploaded

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Wrong Job Information

1. Document the discrepancy
2. Contact office
3. Proceed with available info
4. Note actual work done

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Shortcuts and Tips

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Efficiency Tips

• Quick access: Bookmark frequently used pages
• Search: Use global search (Cmd/Ctrl + K)
• Recent jobs: Access from dashboard
• Notifications: Stay informed of changes

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Time-Saving Habits

• Review schedule night before
• Pre-plan routes
• Keep common notes as templates
• Batch similar documentation

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Getting Help

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In the Field

• Check job notes for special instructions
• Use AI Assistant for questions
• Call office for urgent issues
• Refer to this guide for procedures

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Technical Issues

• Refresh app if problems occur
• Check internet connection
• Log out and back in
• Contact IT support if persistent

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