Five-step field flow
- Open today’s job list and tap the visit you’re working on.
- Update the status to `In progress` when you arrive—the office sees it.
- Log notes, parts, and photos as you go; everything queues if you’re offline.
- Collect the customer signature and any payment (card, pay link, or cash).
- Mark the job `Complete`. Toolfy can auto-create the invoice or send a completion email right away.
Essential tools on mobile
Status timeline
Tap the status pill to switch between Scheduled → In progress → Complete. Optional timers track time on site for reporting.
Notes & materials
Add quick notes, voice dictation, or materials used. Everything appears in the job history back at the office.
Photos
Use the camera shortcut to capture before/after images. Uploads resume automatically once you have signal.
Customer sign-off
Tap `Get signature` and hand over the device. Customers sign with a finger; the PDF stores the timestamp and GPS location.
Example workflows
Emergency repair
- Call the customer from the job card while driving for ETA.
- Take photos of the issue on arrival and note any hazards.
- Fix the fault, add notes, and mark parts used.
- Collect payment on mobile or send a payment link before leaving.
Routine maintenance
- Open the template notes and follow the steps as you complete them.
- Record meter readings or inspection results directly in the notes field.
- Capture before/after photos for customer reports.
- Mark complete and leave a note if the customer needs a follow-up visit.
Multi-stop route
- Swipe through today’s jobs, launching navigation for each stop.
- Mark jobs complete on-site, even if you dip in and out of coverage.
- At the end of the day, review the completed list and ensure every job synced.
Best practices
- Install Toolfy to your home screen so it behaves like a native app and caches work offline.
- Use voice-to-text for notes when wearing gloves—tap the microphone icon on the keyboard.
- Encourage techs to snap photos before starting in case of damage disputes.
- When finishing, double-check that the job shows `Complete` and payment status is correct before heading to the next site.
Tip: if you lose signal mid-job, just continue. Toolfy shows a sync banner and uploads everything when you’re back online.