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Field team

What a field member can see

Field mode keeps the daily shift, current activity, and assigned jobs together so the crew can review the day without using office modules.

Updated

For: Owner, Admin, Field member

Before you start

  • Field is designed for daily on-site work: shift, activities, and assigned visits.
  • A member sees jobs when a visit or assignment exists for the visible period.
  • Do not click Clock in, Lunch, or General if you are only reviewing the screen.

1. Field Today

  1. Use Today to review the shift and current activity.
  2. Check whether the shift is open or closed.
  3. Review whether jobs are assigned for today.
Field Today with closed shift and no jobs today

2. Field Jobs

  1. Use Jobs to review assignments by period.
  2. Compare This week with Next 7 days.
  3. If nothing appears, confirm the visit and assignment from the office workflow.
Field Jobs with no jobs this week

Statuses and options you may see

No open shift

Meaning: The member has not started the field shift.

Next step: Start the shift only when work begins.

No active activity

Meaning: Lunch, General, or another activity is not running.

Next step: Use an activity only when it matches the real work moment.

Closed

Meaning: The shift is closed.

Next step: Review before starting the day.

No jobs today

Meaning: No visits are assigned for today.

Next step: Review Field Jobs for other days.

No jobs this week

Meaning: No visits are assigned for the visible week.

Next step: Confirm date and assignment before creating another job.