Do I need to download an app from the stores?

No. It is a web app: it opens in the phone's browser and can be added to the Home screen like an app.

Can I make photo and outcome mandatory?

Yes, item by item, in the checklist template. The operator cannot close the intervention while they are missing, and the check also runs on the server.

What happens if the customer cannot sign?

It depends on the company's policy. If the signature is optional, the operator continues without it. If it is required, the intervention cannot be completed without a signature, unless the user has the override permission and gives a reason. If the customer is not there, the operator can mark the intervention as not performed with the reason "Customer absent".

Does the service report reach the customer?

It depends on what the company chooses: no automatic generation, an archived PDF only, or an archived PDF that is also emailed to the customer. When it is emailed, the report also appears in the customer portal.

Can an operator see their colleagues' stops?

No. They see their own route and their own history. Everyone's load is in the weekly agenda, which is reserved for those who assign interventions.

Field operator app

Route, checklist and signature in a single app

Operators open today's route in the phone's browser, navigate to the stop, fill in the checklist with notes and photos and collect the customer's signature.

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Example screen with made-up data

How it works

One stop after another, from the phone

What the operator does in the field, in the order they do it.

Open today's route
They see a greeting, how many stops they have today and how many are done, with a progress bar and the next stop highlighted.
Navigate to the stop
The "Navigate" button opens driving directions to the stop's address in a new browser tab.
Fill in the intervention
They go through the checklist item by item: Done, Not done or Not needed, with notes and photos. Where the company requires it, photo and outcome are mandatory.
Close with the signature
The customer signs with a finger, giving name and role, and checks the preview. The signature is optional by default: the company can make it required or turn it off. Then the intervention is completed, or marked as not performed with the reason.

What's included

What you need on site, nothing more

Nothing to install from the stores: the app opens in the phone's browser.

The day's route

Today's stops with the next one highlighted, counts of what is done and what is left, and the "Navigate" button. Operators see only their own route.

Checklist with notes and photos

For each item an outcome (Done, Not done, Not needed), a note and photos. Items with a mandatory photo or outcome cannot be skipped: the check also runs on the server.

Customer signature

The customer signs on the screen, with first name, last name and role, and sees a preview before confirming. The company chooses whether the signature is required, optional or off.

Not performed, with the reason

When the task cannot be done, the operator picks the reason (customer absent, access not possible, asset not found, bad weather, other) and can add a note.

PDF service report

A PDF with checklist, photos, signature and a footer text, archived in the order's Documents. It is generated from the intervention detail or automatically, as the company chooses.

History and statistics

The interventions already done and personal statistics: completed, not performed, how many on time and the month-by-month trend.

Good to know

Mandatory photo and outcome are decided item by item in the company's checklist template.
The signature follows the policy the company chose, with exceptions per customer. Capturing it needs the "Capture customer signature" permission; whoever has "Override signature with reason" can proceed by giving a reason.
The service report does not start on its own until the company chooses it in Settings ("Manage billing and plan" is required). "Generate report" is available, on completed or not-performed interventions, to those with the "Generate intervention report" permission.
The field operator app is included in the plan: it is not a module you buy separately.

FAQ

Field operator app: your questions answered

What people who send operators into the field ask.

Learn more

Where it is used and what surrounds it

The app works with what you prepare in the office. The other functions it connects to.

For your kind of business

The other features

Want your operators to try the app?

Try it free for 14 days with your own route and checklists: we assist you by email or WhatsApp.

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For support or a tailored proposal write to us:info@toitrack.com WhatsApp +39 378 443 5327