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Wireframe · Step 36 — Activities

Work-ticket activities for richer notes, routed follow-up, and assigned next actions after the visit.

← Back · Step 36 details
Activities should stay inside the work-ticket context and support both notes and assigned follow-up.
Activity List

View activities on the work ticket

The technician sees the current activity list and can start a new activity from here.

9:41●●● 100%
‹
Activities WO-000046-1
🎤
New
Activity list for this work ticket
Richer notes, assigned actions, and follow-up all stay attached to the work performed.
3 open 1 assigned out 2 completed
📝
Weekend usage note
Technician note · Maxwell Baker · 4 minutes ago
Open
📣
Dispatch review requested
Access concern raised for next visit
Queued
💼
Additional quote follow-up
Assigned to Sarah Jacobs · due tomorrow
Assigned
What the technician can do here
➕
Create new activity
Start from an activity template
›
🎤
Add note by voice
Draft the activity summary from speech
›
Create new activity
Show completed activities
New Activity

Create from template and assign follow-up

The technician selects a template, captures the note, and can assign a quote follow-up to another user.

9:41●●● 100%
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New Activity WO-000046-1
🎤
Save
Create a follow-up for additional quote work
Template-driven Voice capture Assign to user
Activity template
Sales follow-up▾
Activity summary
Customer asked for a quote to expand the repair into a zoning upgrade for the upstairs rooms.
Captured by voice
Transcript inserted into summary✓
Assign to
Sarah Jacobs · Sales Operations▾
Due date
Tomorrow · 3 PM▾
Customer outcome expected
Provide a quote for additional zoning work and follow up with the customer.
Common templates
📝
Technician note
Detailed operational note tied to the ticket
📣
Dispatch review
Ask dispatch to review scheduling or access issues
💼
Sales follow-up
Assign quote or additional-work follow-up
Save assigned activity
Save as technician note

Mobile adaptation — Activities

This section is about work-ticket activities. The technician needs two things here: first, a simple activity list tied to the work ticket; second, a guided create flow where a new activity starts from a template and can optionally be assigned to another user for follow-up.

What this screen simplifies

Voice examples

🎤"Show me the activities for this work ticket."
🎤"Create a new activity from the sales follow-up template."
🎤"Assign this to Sarah Jacobs to provide a quote for additional zoning work."