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Case workflows

A day in the life of a field worker

Start-of-day checks, three jobs, a parts question and a receipt from the van.

Ciarán O'Brien · · 1 min read
Worker PWA job detail with checklist and evidence actions

The engineer starts the day with the van walk-around and the start-of-day check. The phone has the day's jobs, the access notes and the previous service sheets.

First job: boiler service

The job package has the plant room location, the checklist and the service history. The engineer completes the checklist, captures the before and after photos and records the readings.

Second job: call-out

The customer is not on site. The building manager signs on the phone. The engineer adds a note explaining who signed and why.

Third job: parts question

The part is not on the van. The engineer sends a message from the job thread. The office checks the supplier and replies in the same thread, so the next engineer can see the decision.

End of day

The engineer completes the end-of-day check, photographs the van receipts and queues the expense claims. The sync finishes before the engineer leaves the yard.

The point is not that every step is paperless. It is that the office and the field are looking at the same job.

Related: Day in the life case workflow · Field worker app

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Ciarán O'Brien
Ciarán O'Brien
Field Operations Lead

Ciarán is a mechanical engineer who spent years on call-outs and plant rooms. He tests the mobile workflows on real sites, not just in the office.

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