For your crew
What an installer, or anyone who sees only their own jobs, sees and does: their Today, their jobs, clocking on, photos and checklists.
This page is for the people who work on your jobs with a login that sees only their own jobs: the Installer start, or Assigned only. It is worth sending to them on their first day.
Signing in Pro and up
The owner adds you in Team with your email address, and you get an email to set your password. Sign in on the same page as the owner, on your phone or a computer. You open on Today.
What you see
- Today: your jobs for the day, in time order, marked "Yours".
- My Jobs, Schedule and Route: only jobs you are on.
- My leads and My bookings: only ones given to you.
- My Expenses and Timesheets: only your own.
- Stock: the list, without costs.
- What I can do and My alerts: what your login lets you do, and the alerts you get and how.
- Settings → Display: the text size and light or dark, on your own phone.
You do not see prices, invoices, what a job is worth, the customer list, or anyone else's work.
On a job
- Call and Navigate: ring the customer, or get directions in Google Maps.
- On way: texts the customer how long you will be.
- Clock on and Clock off: your hours on that job. Clocking on starts it.
- Start, then Wrap up when the work is done.
- Open: the whole job, where you add photos, tick its checklist and log an expense.
Wrap up walks you through after photos, the checklist, and the customer signing on your screen. Then you are done: the office does the invoice.
Clocking on, photos, checklists, signatures and expenses keep working with no signal, and send themselves when you have bars again.
When you are put on a job
You are told when you are put on a job, and when a job you are on is booked in, moved, taken off the diary or cancelled, or you are taken off it. Never when you made the change yourself, and never with a price. It comes by email, and by text too once you switch Text on in My alerts. With no email on Team, it comes by text.
A job can have more than one person on it, and everyone on it can clock on, add photos and tick the checklist.
Something not working?
Use Report a problem in the menu. It goes to Mist with what you were looking at, and My reports shows the answer. Anything about a job itself, ask the owner.