Dispatched Jobs

🔓 Access Jobs

• Tap the menu icon (☰) in the top left.
• Select Job.

🕒 Start Your Shift

• Choose a view: Day, Week, Month, or Custom.
• Tap Start Shift.
• Select a job from the list.

📋 Job Details

Tapping a job opens its detail page. You’ll see:

• Customer name & contact info
• Job location & description
• Sync icon – update any changes made to the job, ensuring they are reflected on the server or accessible from the office.
• Customer History – see past jobs, estimates, and invoices
• Tap the address to open it in Google Maps

🔄 History

• Tap History to view records from the past 30 days. Office users can set how far back historical data can still be downloaded into the mobile app.
• Tap Get History to download the latest data.
• For customers with multiple locations, tap the location to view them.

🚗 Travel & Job Actions

• Tap Start Travel to begin your trip.
• If you tap the Address on the job details, Google Maps will open up and route you to the destination.

Job Status Update When Travel Starts

When a field employee taps Start Travel for a job in the STM mobile app, the job status automatically changes to “On Travel.”

This helps the office know the employee is on the way to the job site.

🚗 Travel & Job Actions

• Tap End Travel when you arrive.

🚗 Travel & Job Actions

• Tap Start Job when you begin working.

Once you are on the job, beside the Job # the Job Status will change accordingly. 

🚗 Travel & Job Actions

Breaks

• After starting the job, a Break button will appear.
• Tap it to pause (Job Status changes to Paused).

📝 Job Notes

Tap the Notes icon to view or add notes.

• Office Notes – Added by office staff. You can copy but not edit.
• Field Notes – You can write/edit your own notes here. Tap the red warning to save them.
• Site Notes – Linked to the customer/location. Tap ✅ to save and return.

View/Edit Job Notes

After clicking on the Note Icon, you will see three tabs at the bottom.

Office Notes are available if the office user who dispatches the job has an important note for the field employee. The office note cannot be edited but can be copied by tapping copy.

View/Edit Job Notes

Field Notes is where the field employee can add notes when in the field, office users will be able to see the field note.

Field users can edit their notes anytime. Field notes will also show on the Job detail page.

The red warning will let you know that your notes are not automatically saved. Click on the warning message or tap the checkmark to save your notes.

View/Edit Job Notes

Site Notes – These are the notes that are pinned to this specific customer and service location.

Click on the Check Icon to save and to go back on the Job Detail Page.

📷 Job Details

• Tap Add New Image to take a photo or upload from your phone.
• View, edit, or delete images under View/Edit Images.
• Crew members – you can see all the crew members assigned to this job.

👥 Crew Management

• Tap Crew Members to see who’s assigned.

👥 Crew Management

• Without supervisor access: you can only manage your own shift/job.
• With supervisor access: you can manage time for all crew members.

👥 Crew Management

To start/end actions for any crew member:

• Toggle their name.
• Tap Start Shift, Start Job, or Start Break.

If you have supervisor access, you can also toggle and start shifts, jobs, and breaks for other employees, multiple team members, or all employees assigned to the job.

👥 Crew Management

When you select Start Shift for yourself or other crew members, the status will update to On Duty.

👥 Crew Management

When you select Start Job for yourself or other crew members, the status will change to On Job.

When you select Start Break for yourself or other crew members, the status will update to On Break.

Add New Image

Add New Image- When tapping the Add New Image Icon, you can choose whether you want to capture images directly from your phone camera or your gallery.

Note: When techs are attaching a lot of big-size images or more than 20 images to jobs, tasks, and equipment. The Mobile App might work slowly.

Image Format: If techs are using HEIC/HEIF format, Chrome may not be able to open these images when they sync to the office side. We recommend that techs use JPEG, PNG, or other more commonly supported formats.

View/Edit Image

View/Edit Images- When tapping the View/Edit Image option, this will show you all the images that have been added to the job, you will be able to edit/delete them from here as well.

Camera Icon – This will allow you to add more images from this page.

Download Icon – When tapping the download icon, it will download the images attached by the office user from the office side to the mobile app.

Tap on any image if you wish to Fully View, Edit, or Delete it.

Note: When adding more than 29 images, the image view will change from preview to list view.

📦 Items

In the Items Tab, if the office user attached items or inventory parts to the job you will be able to see here all inventory items such as inventory parts, non-inventory parts, services, and equipment that are attached to this job.

Items Page

You will see here the list of items that are added to the job, you can also edit the qty or remove the item by disabling the toggle.

Plus Icon – For instance, the office user forgot to attach certain items to the job. Field employees will be able to add more inventory items here.

Add More Items to the Job

After tapping the Plus Icon, you will see all items from your inventory list such as inventory items, non-inventory items, and services.

1. Select which warehouse you want to get the item from.
2. Search or select the items by tapping on the toggle on the right side of that item. The QTY or the quantity of the item can also be changed.
3. If the Item is new and it’s not on the list, tap on the plus icon to create a new item.
4. If that item has a barcode, SCAN it by tapping Scan at the top right of the screen.
5. Once you have selected the items that you need, tap the arrow button at the top right of the screen.

The selected item/s will be added to the job item list.

Dollar Icon – You can also add or view Purchase Orders that are assigned to the job from here.

🛠️ Equipment

Under the Equipment tab:

• View all customer equipment and history.

How Equipment with Serial Numbers is Added to a Customer’s Profile

When a field employee completes a job that includes equipment with a serial number, that equipment will automatically appear under the Customer’s Equipment tab.

✅ This only happens if the serial number is not already saved under any customer in any account.
If the serial number already exists in the system, it will not be added again.

Existing Customer Equipment

Search Bar – field employees can search for a piece of customers existing equipment and assign it to the job.

Scan Existing – field employees can scan a code of equipment and it will be automatically added to the job.

Toggle Icon- assign equipment to the job by toggling on the toggle icon. If it is already toggled on that means the equipment is already assigned to the job.

🧾 Forms

• Assigned forms are listed in the Forms tab.
• Field employees or customers can fill out this form.

Forms List

All forms that are assigned to this job will be listed here.

Plus Icon– A list of pre-configured Forms that can be assigned to the job will be listed. You can pick and fill out the form and it will be assigned to the job as well.

When the form is assigned to the job you can open it up, fill it out and you will have the option to SAVE, SUBMIT, or MAIL.

Saving the form will only save all the info that you fill in. If the form is saved you can always go back and edit it.

Submitting the form will save the form and submit it to the office side and office users will be able to see it. Note that once you submit the form you can no longer edit it.

Mailing the form will ask you to input an email address and it will be sent out to the email you input.

➕ More Options

From the More tab, you can:

• View tasks
• Assign tools
• View purchase orders

✅ Tasks

• Add tasks to break the job into smaller steps.
• You can’t mark the job as done until all tasks are marked complete/incomplete.

Click on this Link on How Tasks works.

🛠️ Assign Tools

• Tap Tools to see or assign tools to the job.

✍️ Sign

• Technicians can either sign the job themselves or have the customer sign it.

🧾 Purchase Orders

• Tap Purchase Orders to view or add POs.
• Tap a PO to edit details or receive items.

🧾 Purchase Orders

From the Purchase Orders list, you will see the attached purchase order for the job including the Purchase Order Number, PO amount, Vendor, and the PO Status. Note that if there are changes in the PO like receiving the items, or adding the received items to the job, the PO status will change accordingly.

If you need to purchase more items from another vendor, tap on the Plus Icon to create a new purchase order.

When tapping on the existing purchase order, you will see the Purchase Order details page.

Purchase Orders Details

From the Purchase Order detail page, it will allow you to edit/change the Vendor detail, add a memo for the vendor, or edit the Purchase Order amount.

view/add more items to the PO, receive items or add received items to the Job.

Purchase Orders Items

Items page – You will see all the items added to the Purchase Order.

If you need to add more items to the PO, tap the Plus Icon.

Purchase Orders Items

If using an IOS device, swipe left on the item for more options. If using an Android tap-hold the item.

Receive item – This will mark the individual item received.

Add to job– This will add the item to the jobs item list.

Delete – This will delete the item from the PO.

Tap on the Receive Items Tab to receive all items via scanning the item QR/BarCodes or manually adding the item codes.

🧾 Receive Items Page

To receive items:

• Tap Receive Items.
• Scan QR/barcodes or manually enter codes.
• Add received items to the job as needed.

🏁 Finish the Job

Tap Done and choose one of the following:

• Complete – Mark job finished.
• Create Reminder Task – Assign follow-up to office staff.
• Hold – Pause the job.
• Convert to Invoice – Mark job done and turn it into an invoice.

Complete – will mark the job as finished and stop clocking your time for that specific job.

Create Reminder Task – This will allow techs to update the office staff to view the follow-up task needed for the job. 

Hold – this will put the status of the job on hold for a reason.

Convert to Invoice – Will mark the job completed and convert the job into an invoice.

🔔 Reminder Tasks

If you decide to create a reminder task, give the task subject and description.

Assign the task to an office user and add a due date so that once you create it, it will notify the office user you’ve selected. The notification will show in the Reminders and Notification Bell under the Task Tab.

Note: Reminder tasks are only visible to office users. Technicians do not receive these reminders on their mobile app or device.

⏸ Job on Hold

Once you have decided to put the job on hold, you will be given an option for the reason why it was put on hold.

Pick a reason and tap Select.

After you put the job on hold, the Status of the Job will change to HOLD.

👷How to complete a job if it is assigned to multiple field employees

If you are one of the field techs assigned to the job, to complete the job for yourself only after you click on the Done button an additional option Complete My Work in the prompt will be added.

Complete My Work – Selecting Complete My Work will only complete your time entries for this job. The other field employee assigned to this job will still be able to work on this job and complete it on his own.

✍️ Getting a signature after job is Completed

After the job is marked as Done and Completed, the sign option will become available under the More Options tab

After clicking on Sign, a signature pad will pop up. Put your signature or have the customer sign it and click save.

🔚 End Your Shift

After a hard day’s work hit the End Shift button. Data will be automatically sent and synced to the office as long as you have a network connection or Wi-Fi.

Note: If the time recorded for a job, shift, break, or travel is less than 0, it will be automatically deleted and will not appear in the main timesheet records.

You can still view these deleted entries in the Deleted Timesheets Report.