The technician mobile app
Your technicians do not work at a desk, so ServisGo does not ask them to. The technician app puts each worker's day in their pocket: the visits in order, the route to the next address, the checklists to fill, and the work to record as done.
This guide shows how to get your technicians into the app and what their day looks like inside it. Everything they do there lands on your dashboard as it happens.
Getting your technicians in
- 1Install the app
The ServisGo Technician app is free. Have your technicians download it from Google Play or the App Store, or search for "ServisGo Technician" in the store on their phone.
- 2Give each technician an account
In the dashboard, open "Users" in the left sidebar and create an account with the "Worker" role, an email and a password. This is covered step by step in the technicians and user accounts guide.
- 3Sign in once
The technician opens the app, enters that email and password on the "Sign In" screen, and that is it. The app keeps them signed in until they log out themselves.
Their day at a glance
The app opens on the day plan: every visit of the day in driving order, each card showing the time, the client, the address, the services and the drive to get there. Arrows at the top switch between days, so tomorrow's plan is one tap away. Whenever you move things around in the calendar, their phone already knows.
The bar at the bottom has three tabs: "Appointments" (the day plan), "Equipment" and "Account". The "Equipment" tab builds a "What to pack" checklist out of everything the day's jobs need, so nothing gets left at the base.
On site: start, work, record
Tapping a visit opens everything about it: the client with a "Call" button, the address with a "Navigation" button that opens the phone's maps, the "What to do" list of services, the office's "Notes", and the visit's "Photos".
When the technician arrives and taps "Start work", the visit turns to "In progress" in your calendar that very moment. No call to the office needed; the calendar colors tell you how the day is going. See the visit statuses guide.
Finishing a visit
At the end, the technician taps "Finish work". If the job has checklists attached, the app walks through them first. Then the "Complete the visit" sheet sums the visit up:
- "Is everything done?": the technician picks "Finished" (all work done) or "Unfinished" (some work remains, so the office knows a return visit is needed).
- "What did you do?": the services actually performed, with their amounts. The plan is prefilled, so usually this is just a glance and a confirm.
- When the job collects cash, the sheet asks "Cash collected?".
- A photo or a note for the office can be added right there.
Everything recorded here lands on the appointment as performed work, ready for the work summary and the act of work. Nothing gets rewritten in the evening.
Checklists and photos from the field
Checklists attached to the appointment are filled right in the app: readings, yes/no checks, photos where the checklist asks for them. Required questions must be answered before the visit can be closed, so nothing gets skipped in a hurry.
Photos taken during the visit attach to it automatically, and the "Activity" feed at the bottom of the visit carries notes both ways: the technician writes into "Write a note for the office...", and comments from the dashboard show up on the phone.
What you see at the office
You follow the whole day without a single phone call. Visit statuses color your calendar live, recorded services appear on the appointment, checklist answers arrive as they are saved, and every start, finish, photo and note lands in the appointment's activity feed with a name and a time.