The tech app: one visit on the screen, the next step is one big button

Built for a tech with gloves on

Field software usually fails in the truck, not in the demo. A tech with dirty hands, a phone in a cracked case and one bar of signal will not dig through menus. The SWITCHBOARD tech app is built the other way around: it opens on the next visit that is not finished, that visit fills the screen, and the next thing to do is one big button at the bottom.

The day, one button at a time

1. On my way sends the customer a text with a live link to follow the truck.
2. Arrived records where the phone is, starts the visit, and tells the tech how to turn location on if it is off.
3. The checklist comes next. Safety checks the shop has set for that kind of job come first and cannot be skipped. Tall rows, big tap targets.
4. Done is a short set of steps: notes, photos, the customer's signature and, where the shop allows it, getting paid.
5. Clock out takes two taps.

Anything with more than one step, such as finishing a job or collecting a payment, opens as a full-screen flow: one question per screen, big choices, Back and Next at the bottom, and an X to leave.

What the tech knows before knocking

The visit shows what the customer said when they called, the address with directions, the job's notes and photos, and anything the office added. If the AI receptionist booked the call, the tech can read what the caller described. Crew chat is tied to the job, so questions about this job stay with this job instead of disappearing into a group text. Truck mode gives bigger buttons and voice for when the tech is driving or has their hands full.

Photos that hold up later

Every job photo carries where and when it was taken. Before and after shots back up the invoice, help settle a warranty question months later, and feed the shop's social posts and review asks. See how to turn job photos into marketing.

The crew follows the lead

On a crew job, the lead's taps clock the helpers: when the lead taps Arrived or Done, the crew's time follows, so helpers are not fumbling with their own clocks on the roof. Helpers can add photos and notes, but prices and lines are for the people the shop allows. Techs see their own hours and pay.

When the job changes on site

When a job grows, Live Job lets the tech add work from the Price Book and get bigger changes signed on the spot. When it runs long, + Time moves the next visits and drafts a text to the next customer. For a full estimate, Job Walk walks the job area by area and builds Good, Better and Best options. Getting paid uses the one Collect screen.

Weak signal and any phone

Basements, crawl spaces and rural roads drop signal. Key steps, such as checklists, notes and recording cash or a check, are saved on the phone and post when the bars come back. The app runs on any phone, tablet or computer, and the office has its own simpler phone app for the owner on a job site. The crew's messages from the office are capped so the app only speaks when it matters; see automatic messages. Try the tech side in the sandbox.