Working in the field
The phone-first workflows - scan a label to the record, work the queue at the machine, capture photos and forms where the work happens.
The payoff of mobile isn't reading dashboards on a phone - it's that the record gets updated at the machine, while the facts are in front of you. The mobile app is built around exactly these workflows; everything below also works in the mobile browser.
Scan to the record
Every asset and location carries a QR code. Point the phone's camera at the label:
- Staff land on the full record - open work orders, history, documents, parts - and can act immediately: update a work order, add a photo, log a condition observation.
- Requesters land on a report form already tagged with that asset or location.
For back-to-back scanning sessions - audits, label rollouts, stockroom checks - use the in-app scanner instead of the camera app, so each scan returns you to the scanner.
Work the queue at the machine
A technician's day in the work order views, on a phone:
- Open today's list (saved filters carry over from desktop). Infrastructure crews can open the Map view instead: today's saved day plan shows the stops in order, and each stop's Navigate button hands the location to the phone's maps app.
- At the job: status to in-progress, read the asset's history while standing next to it.
- During: attach photos straight from the camera - before, during, after.
- If a form is attached: fill it at the equipment. Readings, pass/fails, and conditional follow-ups; partial progress saves.
- Close out: actual hours, parts used, costs. Thirty seconds now versus reconstructing it at the shop later - this is where mobile earns honest data.
Report where you see it
For everyone who isn't a technician, mobile means the work request gets filed in the hallway, not "when I'm back at my desk" (never). A scan or a home-screen tap, a photo, a sentence - done. Requesters get status updates on the same phone.
Practical notes
- Plan for signal - the app syncs live and there's no offline queue today. In dead zones, load the work order before heading into the sub-basement.
- Photos are evidence. The camera-to-work-order path is the cheapest documentation habit you can build into a crew.
- Tablets in the shop - a wall-mounted or bench tablet showing the kanban view makes the queue ambient.