The technician app is where the visit happens. The technician opens an assigned job, checks in on arrival, works through the checklist and takes the customer's signature. The office sees the record on the job as it is completed.
What the technician app does
- Check-in and check-out with GPS and a selfie.
- The checklist for the service, with required photos before and after.
- Materials used, recorded on the job.
- Customer signature on completion.
How it fits with the web app
The web app handles job scheduling, the dispatch board, and review of completed jobs. The technician app's check-ins, photos and signatures appear on the job as records you can read.
Consent
Because the app uses location and a camera, staff accept a one-time consent on first login rather than at every check-in.
A visit in the app
- The technician opens an assigned job.
- Checks in on arrival.
- Works through the checklist with photos.
- Takes the signature and checks out.
Why consent comes first
On-site proof matters to customers, and it also involves a technician's location and photo. That is why staff give consent once, at first login, and why the data is used only to run ServicePilot for the business.
Who it is for
Technicians and supervisors. Office roles use the web app.