Legend: Work order foundation Scheduling and technician day Work ticket execution Closeout and visibility Arrows show screen-to-screen flow only Click any screen to open its wireframe
Work Order Foundation and Collaboration Scheduling and Technician Day Work Ticket Execution Closeout and Visibility Service LocationContext Edit customers andcontacts in v1 Service Location Context — Edit customers and contacts in v1 Work Order Summary Central work-order hub for themobile story Work Order Summary — Central work-order hub for the mobile story Work Order Tasks Scheduling-driventasks on the order Work Order Tasks — Scheduling-driven tasks on the order Estimates Commercial scopebefore work starts Estimates — Commercial scope before work starts Work OrderMaterials Planned items andestimate-fed materials Work Order Materials — Planned items and estimate-fed materials Prepayments Cash, check, and cardin phase 1 Prepayments — Cash, check, and card in phase 1 Work Order NotesThread Shared chat-style historywith AI summary Work Order Notes Thread — Shared chat-style history with AI summary Calendar Scheduling Tasks become technicianwork events Calendar Scheduling — Tasks become technician work events My Day Scheduleand Map Technician home screen My Day Schedule and Map — Technician home screen Work Event Details Visit context, address,contact, readiness Work Event Details — Visit context, address, contact, readiness Work EventTask Detail Checklist and attachedactivity detail Work Event Task Detail — Checklist and attached activity detail Work Ticket Home Base Technician-specific execution recordfrom the work event Work Ticket Home Base — Technician-specific execution record from the work event Guided TaskExecution Forms, readings, pass/fail,photo evidence Guided Task Execution — Forms, readings, pass/fail, photo evidence Time Capture Clocking, manual entry, andvoice capture Time Capture — Clocking, manual entry, and voice capture Inventory Selectionand Material Use From planned items, search,barcode, or request Inventory Selection and Material Use — From planned items, search, barcode, or request Expense Receipts Scan, extract, review, andsubmit Expense Receipts — Scan, extract, review, and submit Activities, Notes,and Follow-up Complex notes and routed actionsfrom the ticket Activities, Notes, and Follow-up — Complex notes and routed actions from the ticket Customer Sign-offand Work Summary Closeout, summary, signature,and customer handoff Customer Sign-off and Work Summary — Closeout, summary, signature, and customer handoff Actuals andReady-to-Bill Read-only finance context andopen visibility question Actuals and Ready-to-Bill — Read-only finance context and open visibility question Invoice Visibility Technician can view invoiceoutcome only Invoice Visibility — Technician can view invoice outcome only