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Field team

How to use Field Today

Use Field Today to review your shift, current activity, and visits assigned for the day.

Updated

For: Owner, Admin, Field member

Before you start

  • Use this screen when reviewing today's field work.
  • Do not press Clock in, Lunch, or General if you are only reviewing.
  • Assigned visits appear here when work is scheduled for today.

1. Open Field Today

  1. Go to Field > Today.
  2. Review the visible date at the top.
  3. Read Today's shift before changing your status.
Field Today screen with closed shift and no assigned jobs

2. Review shift and jobs

  1. No open shift means no field shift is running.
  2. No active activity means you are not in an activity such as Lunch or General.
  3. No jobs today means no visits are assigned for this date.

Statuses and options you may see

No open shift

Meaning: You have not started a field shift yet.

Next step: Use Clock in only when you are starting real field work.

No active activity

Meaning: No secondary activity is running.

Next step: Use Lunch or General only when appropriate.

Closed

Meaning: The shift is closed.

Next step: Clock in when you are starting field work.

Clock in

Meaning: Starts the shift.

Next step: Do not press it during a documentation review.

No jobs today

Meaning: No visits are assigned for today.

Next step: Check Field > Jobs for upcoming days.