Field app Account settings, feedback and location sharing

Overview#

Account is the field app's settings screen. It holds your appearance, language, terminology and photo quality, a practice company with demo jobs, help, feedback and sign out. Feedback you send goes to your company's owners and admins, who read it in the office under Settings › Integrations › Mobile. Location sharing and your customer card live on the Location card on Today.

Before you start#

• Everyone who uses the field app has an Account screen.

• Sending feedback needs feedback.send (every role) and signal. Reading the feedback inbox needs feedback.read (owners and admins).

• The practice company needs practice.use: technicians, dispatchers, owners and admins.

• Location sharing needs fleet.track (technicians and dispatchers) and the company's GPS set up in Settings › Integrations › GPS.

Steps#

Open Account#

1. On Today, tap Account in the top right.

2. The top shows Signed in as your name and Company: your company.

Set appearance, language and photo quality#

1. Appearance: Device, Light or Dark. Device follows your phone's light or dark setting.

2. Language and Terminology: see the language and wording article.

3. Photo upload quality: Standard uploads faster on weak signal. High keeps more detail and makes bigger uploads. These are saved on this phone only.

Try the practice company#

1. Under Practice company, tap Open practice company. You get demo jobs, "without touching real customers."

2. A Practice banner on Today reads "Practice company · demo data, nothing here is real."

3. Tap Back to your company to return. No sign-out needed.

4. If you see "Changes are still waiting to sync. Switch once they've reached the office.", wait for the sync line to clear first.

Send feedback#

1. Under Help, tap Send feedback.

2. Pick a type: Something's wrong, Idea, Question or Praise.

3. Type in What happened, or what would help? Don't include passwords or card numbers.

4. Optional: tap Attach a screenshot or photo and pick one from your photos. Use Change attachment or Remove attachment to fix it.

5. Check Included with your message: app version, platform, language, appearance, online or offline, and how many changes are waiting to sync. Nothing else is attached.

6. Tap Send feedback. You'll see "Thanks. Your feedback reached the office." Tap Done.

Read feedback in the office (owners and admins)#

1. Go to Settings › Integrations › Mobile. The page is titled Field app.

2. The Feedback from the field card shows how many are new. Click Open inbox.

3. Filter with New, Reviewed or All. Each item shows the type, who sent it, the date, the message, the device details and any screenshot.

4. Click Mark reviewed when you've handled it, or Mark as new to bring it back.

Manage location sharing#

1. On Today, the Location card shows Sharing location, Paused or Not sharing.

2. The first time, it asks "Share your location on shift?" Tap Read the notice to see your company's monitoring notice and working hours.

3. Tap I agree, share my location on shift, or Not now. Your phone then asks for location permission.

4. Use Start shift, Pause, Resume and End shift on the card. Sharing also starts on its own when you're en route or working.

5. Optional: Share while the app is closed keeps sharing during your shift with the app closed. Tap Turn on and allow "Always" location.

6. To stop for good, tap Location notice, then Withdraw consent. Points that haven't been sent are deleted.

Set your customer card#

1. On the Location card, tap Your card for customers.

2. Choose or take a photo and add About you (optional), for example "12 years with furnaces and heat pumps."

3. Tap Save. Customers see your first name, photo and this line next to the arrival time when you're on the way.

My game#

Tap My game in the top left of Today to see your level, points, streaks, challenges and badges. Turn on Show me on the team board if you want teammates who opted in to see your first name, last initial and Pro Score.

Sign out#

1. Tap Sign out at the bottom of Account.

2. If changes are still waiting, you'll see Changes not synced. Choose Stay signed in and let them sync. Sign out and delete removes them from the phone.

Settings that change this#

• Settings › Integrations › Mobile: business terminology, location tags and the feedback inbox.

• Settings › Integrations › GPS: vehicles, trackers, the monitoring notice, privacy and retention for location sharing.

• Settings › People › Coaching: what My game shows.

Tips#

• Attach a screenshot when something looks wrong. It saves a lot of back and forth.

• The practice company is a safe place to show a new tech how to present options and take a payment.

Troubleshooting#

• "Sending feedback needs signal." → your message stays on the screen → send it again when you're online.

• Help center button doesn't open a page → the field app's help link is still being set up → use the help center in the office app for now.

• "Location permission is off for TradesWork Field." → tap Open Settings and allow location.

• "Your office updated the location notice." → read it and decide again.

• No Practice company section → your role doesn't include it.

FAQ#

Who reads my feedback? Your company's owners and admins.

Does the office see my location off shift? No. Nothing is sent when you're off shift, paused or after you end your shift. Your company's privacy rules also apply.

Do my Account choices follow me to a new phone? No. They're saved on each phone.

Coming from ServiceTitan#

• Similar to ServiceTitan mobile's settings and feedback.

• Different: the practice company with demo jobs, the feedback inbox in the office (Settings › Integrations › Mobile), and an explicit location notice you accept or withdraw.