Your Day and Your Assigned Jobs

Availability: all plans

A technician, or a sole operator who does the work personally, can run a whole day from a phone: find the jobs assigned to you, clock in, tell ServiceVisit when you set off, and arrive on site. This guide covers the first part of that day. The next two guides cover doing the work and finishing the visit with payment.

Before you start

Every plan includes these pages. Seeing the Jobs list needs permission to view jobs. If your role can view only the jobs assigned to you, the list shows just those; a role that can view all jobs sees every job. The Timesheets item in the menu needs permission to track time. If an item is missing from your menu, your role does not include that permission, so ask the person who manages your team.

Steps

Open Jobs in the main menu. On a phone, each job appears as a tappable card showing the title, status, customer, Property address, job number and owner. On a wider screen the same jobs appear in a table with the columns Job, Customer, Owner, Status, Urgency and Updated.
Narrow the list with the buttons along the top: All, Unscheduled, Unassigned, Scheduled, In Progress and Completed. Completed shows the last 30 days. The Source buttons (All Sources, Marketplace, Internal) filter by where the job came from.
Tap a job to open it. Use Previous and Next under the list to move between pages.
Open Timesheets in the main menu. In the box headed Start your day, choose Clock in. Clocking in marks the start of your working day and does not start travel time.
When you have a visit coming up, a box headed Next stop appears. It names the work order, the scheduled time and a link to the work order. Choose On my way when you set off. The box then reads On your way and travel time is running.
Choose Arrive when you reach the Property. Travel time stops and time on site starts.
You can also arrive from the work order itself. Open it and look for the box headed Here yet? (or On your way once you have set off), then choose Arrive. Once the work order is In Progress this box no longer appears, because starting work already counts as arriving.
For lunch or other breaks, use Start break and End break in the working-day box. When your day is finished, choose Clock out.

Tips

If you work several visits in a day, a work order that has more than one visit shows which one this is, for example "Visit 2 of 3".
The Timesheets page also shows total time for the day, which work orders have time and which assigned work orders are missing time. See the time tracking guides linked from this article for corrections and approval.
Someone with permission to assign jobs can use Assign owner or Change owner on a job card or row.

If something goes wrong

If the Jobs list says "You don't have any jobs yet.", nothing is assigned to you, or you have the wrong filter selected. Choose All and clear the Source filter. If "No jobs match the filters you've applied." appears, remove a filter. If you cannot see Next stop, make sure you have clocked in and are not on a break, and that a visit is scheduled for you. If the Jobs menu item is missing, ask your account owner to check your role.

Starting and Doing the Work — Once you are on site, a work order moves from Scheduled to In Progress and you work through it on the Execute Work screen. This guide covers confirming the customer has authorized the work, starting…
Finishing the Visit and Payment — When the work is done, you review it, complete the work order, and then collect payment or close the visit. This guide walks through that last stretch on the phone or computer, so a sole operator can…
Time Tracking and Timesheet Approval Overview — Time tracking records the time a technician spends travelling, on site and working, attaches it to the work order or assessment it belongs to, and carries it through review. Most of it happens as a…
Tracking Your Time Through the Day — The Timesheets page is a technician's page for the day. It shows whether you are clocked in, the next stop on your schedule, the total time recorded, which work orders have time and which assigned…
Automatic Timekeeping and the Confirmations It Asks For — The work itself drives the timers, so a technician does not have to remember a stopwatch. This guide lists exactly what starts and stops time on its own, when the system closes a timer for you, and…
See Your Assigned Jobs — ServiceVisit lets you see the Jobs that are assigned to you. A Job counts as yours when you are its owner or when a Work Order under it carries your active assignment. This is what a technician needs…
See All Jobs — ServiceVisit lets you see every Job in your business, not only the ones assigned to you. You would use this when you run the schedule, take calls or manage the team, because you need to find a…