TradesWork Field (mobile)
The technician app: jobs, forms, photos, estimates and payments in the field.
- Get the TradesWork Field appPartly availableWhere technicians, salespeople and owners find TradesWork Field today (in a web browser at /tech), the view it opens in, what's coming for iPhone and Android, and what the office should set up first.
- Switching app viewsWhy TradesWork Field opens in the Technician, Sales or Owner view, how an admin sets each person's view, and how people with more than one switch on their device.
- Sales view in the TradesWork appRun an in-home sales call from TradesWork Field on an iPad or phone: your sales appointments, the walkthrough, photos and equipment, a good / better / best proposal on the spot, present and sign, and follow-up.
- Owner view in the TradesWork appSee the business on your phone: revenue, sold, bookings, close rate, A/R, capacity and booking rate with 12-month trends, alerts, AI Team approvals, ask the business, today's board and where the team is.
- Present mode: hand the iPad to the customerShow a homeowner what you found, their options side by side and monthly payments, let them pick their language and sign, while the device stays locked to the presentation.
- Sign in to TradesWork FieldPartly availableAccept your team invite, sign in to the field app, switch into the practice company to learn on demo jobs, and sign out safely.
- Your jobs list: Today, other days and On holdRead the field app's home screen: switch between Today, Yesterday, Tomorrow, Upcoming, Previous and On hold, and understand what each appointment card shows.
- The appointment screen in the field appFind your way around an appointment in TradesWork Field: the header and status button, the guided stages, customer and job details, and every section from photos to notes.
- Appointment statuses and holds in the field appMove an appointment from Dispatched to En route, Working and Done, wrap it up as complete or needing follow-up, and pause it on hold with a reason.
- Build and present estimates in the field appBuild a single estimate or good / better / best options from the pricebook, kits or proposal templates, present them on your phone or tablet, and get the customer's signature.
- Invoice and take payment in the field appPartly availableStart the job's invoice, add work, get the customer's sign-off, text a pay link, and record cash, check or card payments on the job.
- Take, mark up and share job photosTake several photos in a row, review and name them, draw arrows, circles and labels on them, and choose which ones the customer sees.
- Forms, checklists and the guided job flowFill in the forms your office attaches to a job, follow the Arrive → Diagnose → Present options → Work → Wrap up checklist, and see what still blocks finishing.
- Scan a data plate and record equipmentPhotograph an equipment data plate so TradesWork fills in the make, model, serial, size and age, then confirm it, add findings and readings, and keep the unit's history.
- See and sell memberships in the field appSpot members on your appointments, give them member pricing, and sign a customer up for a maintenance plan on the job.
- Clock in, switch activities and submit your timesheetUse the Time screen in the field app to clock in and out, switch to shop, travel or breaks, check your week and submit it to the office.
- Check your pay and question a line in My paySee what you've earned this pay period line by line, with the rule behind each amount, and send a question to the office if something looks wrong.
- Manage your truck stock from the field appSee what's on your truck, scan a part, ask the warehouse for restock, count your truck, and take job materials out of stock.
- Use the job assistant, AI troubleshooting and calculatorsAsk questions about the job you're on, get AI troubleshooting steps for a unit, look up typical specs, and run field calculators that work offline.
- AI assists in the field app: what they are and where they appearPartly availableThe ten optional AI tools for technicians, where each one shows up in the screens you already use, and how to turn them off.
- Work offline and keep your changes in syncWhat the field app does with no signal, how queued changes sync, what the sync line at the bottom means, and how to fix a change that didn't go through.
- Scan to part: identify a part and find it on your truckPhotograph a data plate, part label or failed part (or type its number) to see matching parts, price-book prices, truck and warehouse stock, then add it to an estimate or request it.
- Fault finder: likely faults from photosTake up to three photos of a component to get likely faults, each with a confidence, the evidence and the test that confirms it.
- Gauge reader: capture readings and check the charge and electricalPhotograph your gauges or meter (or type the readings) to save them to the unit and check superheat, subcooling, voltage and amp draw against the nameplate.
- Job story: a customer summary when you finishAfter you finish an appointment, draft what you found, did and recommend in the customer's language, plus the invoice narrative and warranty-claim notes, and edit before sending.
- Replace or repair: advice and good/better/best in one tapOn a unit, see whether repair makes sense from its age, refrigerant, repair history and the repair price, and build a good/better/best replacement proposal in one tap.
- Panel and wiring readerPhotograph an electrical panel for breakers, double taps, known-hazard panels and a circuit directory draft, or a unit's wiring diagram for a plain-English walkthrough.
- Code check: answers with cited sectionsAsk a code question for your jurisdiction's adopted editions and get a short answer citing sections from TradesWork's library, always with "verify with your AHJ".
- Hands-free mode: voice commands on the jobPartly availablePush to talk to change status, add notes, log readings, start a timer, ask the job assistant and hear troubleshooting steps read aloud.
- Listen mode (beta)Partly availableHold the phone near a noisy unit for 15 seconds to get loudness patterns that point to what to check next. No audio leaves the phone.
- Change the field app's language and wordingSwitch the field app between English and Spanish, choose residential or commercial wording, and see how your office look sets words like Job, Visit or Work order.
- Measure: dimensions, takeoffs and a rough loadPartly availableSave measurements to the job and get a material takeoff and a rough load estimate, both labelled as estimates.
- Field app Account settings, feedback and location sharingPartly availableSet appearance, language and photo quality, try the practice company, send feedback to your office, and manage location sharing and your customer card.