Toolfy's field worker view gives technicians everything they need to complete jobs without calling the office. Access job details, capture photos, collect signatures, and send customer updates—all from toolfy.io/field on any mobile browser.
Today's jobs overview
- See today's assigned jobs in chronological order.
- Job cards show customer name, address, scheduled time, and job type.
- One-tap navigation to customer address via Google Maps.
- Quick SMS actions: 'On my way', 'Running late', custom message.
- Job status indicators: Scheduled, In Progress, Complete.
Access via toolfy.io/field or bookmark on mobile home screen for instant access. Jobs update automatically when office makes changes.
Complete a job step-by-step
- Open today's job list at toolfy.io/field.
- Tap job card → `Start Job` to mark in progress.
- Complete work checklist items as you go (if configured by office).
- Take before/after photos—camera uploads directly to job record.
- Add internal notes for office team (parts used, issues found, etc.).
- Collect customer signature on mobile device.
- Tap `Complete Job` → Invoice generated automatically (if enabled).
Quick SMS actions
Send customer updates with one tap—no need to find phone numbers or type messages.
On my way
“Hi [Name], I'm on my way to your location now. Expected arrival: [Time]. — [Your Name] from [Company]”
Running late
“Hi [Name], I'm running a few minutes behind schedule. New ETA: [Time+15]. Apologies for the delay. — [Your Name]”
Custom message
“Write your own message—pulls customer phone number automatically.”
Take and upload photos
- Take before photos when you arrive (establishes baseline condition).
- Capture during photos if showing process or problem discovered.
- Take after photos showing completed work.
- Photos sync to job record instantly—office can see progress in real-time.
- Works offline: photos queue and upload when signal returns.
Photos appear in job record under Photos tab—office can view anytime. Customers see photos if you share job portal link (office controlled).
Work checklists
Office can create job-specific checklists (e.g., "Check air filter", "Test thermostat", "Inspect ducts"). Technicians see these in job completion screen.
- Office team creates checklists per job type (e.g., 'HVAC Service', 'Plumbing Repair').
- Technicians see checklist items in job completion screen.
- Tick items off as you complete them—progress visible to office.
- Attach notes or photos to specific checklist items.
- Skipped items flagged for office review.
Collect customer signature
- After completing work, tap `Get Signature` in job screen.
- Hand device to customer—they sign with finger on screen.
- Signature saved to job record immediately.
- Acts as proof of service delivery (critical for dispute resolution).
- Cannot complete job without signature (configurable by office).
Offline mode capabilities
What works offline
- View today's assigned jobs (pre-loaded when online).
- Take photos (queue for upload when online).
- Add job notes and checklist progress.
- Collect customer signatures.
What needs connectivity
- Send SMS to customers.
- Load job details not already cached.
- Navigate to address (Google Maps requires signal).
- Complete job (final sync uploads photos, signature, notes).
Toolfy caches today's jobs when you load the page with connectivity. Work offline all day, then sync when back in Wi-Fi range—photos and notes upload automatically.
First-time technician onboarding
New technicians see a guided tour on first login. Wizard walks through job viewing, photo capture, and completion flow.
- Office sends invite email → Click `Accept Invite`.
- Create password and verify email.
- Login and see onboarding wizard (first-time technicians only).
- Complete 3-step guided tour: View jobs, Take photos, Complete job.
- Wizard dismisses after completion—access toolfy.io/field anytime.
Mobile access (no app required)
- No app required—access via any mobile browser at toolfy.io/field.
- Add to home screen (iOS: Share → Add to Home Screen; Android: Menu → Add to Home Screen).
- Works on phones and tablets (responsive design adapts to screen size).
- Supports touch input for signatures and photo capture.
Troubleshooting
Jobs not showing
- Confirm office assigned jobs to your user account (check with manager).
- Refresh page—jobs load automatically but manual refresh helps.
- Verify you're logged in with correct technician account (not manager account).
Photos won't upload
- Check mobile data or Wi-Fi connection—photos queue offline and upload when online.
- Photo size limit: 10MB per file (reduce quality if camera shoots huge files).
- Clear browser cache if uploads consistently fail after regaining signal.
Signature not saving
- Ensure customer draws signature (not just tapping screen).
- Signature canvas requires JavaScript—check browser isn't blocking it.
- Try different browser if signature pad doesn't respond (Chrome/Safari work best).
Need help using field view?
Email support@toolfy.io with your device type (iPhone, Android, tablet) and a description of what's not working. Include screenshots if possible.