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Chapter 5 · Guide 5.2

Run the daily field workflow and voice notes

Clock in, navigate to job sites, tap On My Way, record in-app voice notes, and sync offline updates.

7 minute readVerified August 29, 2026
OwnerCrew

At a glance

Use this guide when

Guiding technicians through daily clock-in, job navigation, in-app voice notes, and offline task completion.

Best practice

Use the 🎙️ Voice Note button in /field/jobs/[id] to dictate site observations directly into job files.

Watch for

Offline queue items older than 12 hours are permanently refused by server sync; always sync before shift end.

01

Daily technician routine

  1. Open the Field App on mobile (/field) and tap "Clock In" at the start of the shift.
  2. Select the first assigned job to view the customer name, address, access codes, and scope checklist.
  3. Tap "On My Way" to notify the homeowner with an automated arrival ETA.
  4. Complete job milestone checklist items as work progresses.
  5. Tap "Clock Out" when the shift ends.
02

Record in-app voice notes (No telephone hotline required)

Technicians record field notes directly using the 🎙️ Voice Note button on the job page (/field/jobs/[id]) or by texting voice memos to Text-to-Job. There is no telephone call-in hotline—everything is captured cleanly within the app interface.

03

12-hour offline sync expiration invariant

CRITICAL OFFLINE INVARIANT: Job notes, checklist completions, and time punches recorded without mobile signal are queued locally. When signal is restored, the queue syncs automatically. However, offline entries older than 12 hours are permanently refused by server sync to prevent stale data conflicts. Always sync before the end of your shift.

Completion check

Confirm before moving on

Use these checks to make sure the dashboard and the real-world workflow agree.

  • Technician can clock in and view assigned job details in /field.
  • In-app voice notes and milestone checklists sync properly to the job file.
  • Technician clocks out at the end of the shift with captured hours recorded.

Troubleshooting

When the workflow doesn’t look right

Voice note transcription failed.

Ensure microphone permissions are allowed in the mobile browser settings and record in a quiet environment.

Offline entries failed to sync.

Verify entries were recorded within the last 12 hours and check that internet connectivity is restored.

Keep going

Related guides

Run the daily field workflow and voice notes | Dashboard User Manual · Let's Get Quoted